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AI for insurance claims teams

Every claim waits on documents from someone: the homeowner, the adjuster, the contractor, the carrier. We build AI agents that ask for them, check what comes in, and tell every party what's still missing.

An insurance policy under a magnifying glass
The paperwork around the claim, not the decision.
Running today

Missing-documents agent

Every week10–20 hrs back for the team, from one agent
Running today

AI file review

About10 min saved a case, on about 100 cases a month
In progress

Intake to case file

About3 min saved on every new client

All three run at one insurance claims firm. Times are approximate, and the client stays private. Read the full story

Where claims slow down

None of this needs a lawyer or an adjuster. It still takes hours of their week.

  • Chasing documents

    Estimates, photos, inspection reports and policies, asked for again and again from every party on the file.

  • Checking what arrived

    Opening every attachment to see if it's the right document, for the right claim, and readable.

  • Reading the whole file

    Getting up to speed on a case means reading every document in it first.

  • “What's the status?”

    Calls and emails from clients and carriers, answered one at a time.

Three systems, running for one claims firm

This is what we've built for an insurance claims firm so far. Pick a system and follow one file down the line. Staff step in only where it needs a person.

Real result · one insurance claims firm

Insurance claims: missing documents

Before, someone on the team did every one of these steps by hand.

  1. New claim (Your systems)
  2. Spots what's missing (AI does it)
  3. Emails the client (AI does it)
  4. Checks replies (AI does it)
  5. Team reviews (Your team checks)
  6. 10–20 hrsback every week, from one agent
  • AI does it
  • Your team checks
  • Your systems
How the agent was built
Two people at a desk go over a printed form line by line
Your team keeps the final say. Every reply the agent drafts waits for a person to approve it.
  • Missing-documents agent

    Running today

    Asks every party for the documents still missing, sorted into critical and nice to have. It checks what comes back and replies with what's still needed.

    BeforeStaff chased documents by email, one party at a time.

    With AIThe agent asks, checks what arrives and follows up.

    Uses AI agents and document reading.

  • AI file review

    Running today

    Reads every document in a case and writes a short summary, so staff can jump in with context. That's about 16 hours a month back.

    BeforeStaff read the whole file before they could start.

    With AIA short summary is waiting when they open the case.

    Uses document reading.

  • Intake to case file

    In progress

    When a new client fills out the intake form, the case is created in the case system on its own. The firm signs up about 3 new clients a day.

    BeforeEach intake form was typed into the case system.

    With AIThe case is created the moment the form comes in.

    Uses client intake and connected systems.

Want this working at your firm?

The audit shows which of these fits your claims work, in writing, with a price for each piece. From $500.

What's possible next

These are example workflows: things we know how to build for a claims team, not results yet. Your adjusters keep every decision.

Example workflow · claims team

First notice of loss

Before, first reports came in at all hours and waited for a call back.

  1. Call or text (Your systems)
  2. Takes the details (AI does it)
  3. Starts the claim (AI does it)
  4. Lists what's needed (AI does it)
  5. Adjuster reviews (Your team checks)
  6. Claim startedwith the key details already captured
  • AI does it
  • Your team checks
  • Your systems
About phone and text assistants
  • Estimates checked against invoices

    AI compares contractor estimates and invoices line by line and flags differences for review.

    BeforeSomeone compares long documents side by side.

    With AIStaff start with a short list of differences.

    Uses document reading.

  • Deadlines and diary tracking

    AI watches each file for deadlines and follow-ups and reminds the right person in time.

    BeforeDeadlines live in someone's head or a spreadsheet.

    With AIReminders arrive before anything is late.

    Uses connected systems and reporting.

How we'd start

Every engagement begins with a paid audit. You'll know the price of each step before it starts, and you can stop after any of them.

Find where the hours go

1–2 weeks · from $500, invoiced after the kickoff call

We talk with the people who do the work at your team, map how it flows, and hand you a written plan ranked by hours saved.

  • 1–5 people$500
  • 6–14$750
  • 15–19$1,250
  • 20–29$1,500
  • 30 or moreCustom quote

Build the first workflow

Typically $2,000–$3,500

Larger projects are priced in your plan. If your first project is $2,000 or more, your audit fee comes off the build price.

Keep it working

Ongoing support: 10% of your build cost a month, $500 minimum

We watch it, fix it and improve it as your team changes.

Book an AI workflow audit

You can stop after any step. The written plan is yours to keep, whoever builds it.

How we handle claim data

  • Systems run in your own accounts, such as your Microsoft 365 or Google Workspace mailbox.
  • Replies can wait for staff approval before anything is sent.
  • You decide what's kept and for how long.
  • We choose AI providers and settings that don't use your data to train their models.
How we keep your data safe

What we won't automate

AI chases, reads and drafts. Your people decide.

Coverage decisions, settlement advice and anything that needs a licensed professional's judgment stay with your people. We take the paperwork around those decisions, not the decisions themselves.

Claims team questions

Something else on your mind? Call (305) 807-7015.

What can AI do for an insurance claims firm?

AI can request missing documents from every party, check what comes in, summarize case files, create cases from intake forms, send status updates and track deadlines. At one claims firm, a single document agent gives the team 10 to 20 hours back a week.

Is the claims work on this page real?

Yes. The missing-documents agent and AI file review run today at an insurance claims firm, and intake to case file is in progress. The client stays private. The ideas under “What's possible next” are examples.

Does AI make coverage or settlement decisions?

No. Coverage, settlement and anything that needs a licensed professional's judgment stay with your people. AI handles the paperwork around those decisions.

Does it work with our claims or case management system?

Usually, yes, along with your email. We connect to the systems you already use where they allow it, and the audit confirms what's possible with your setup.

How much does it cost?

The audit is $500 for up to 5 people, $750 for 6 to 14, $1,250 for 15 to 19 and $1,500 for 20 to 29. Firms with 30 or more get a custom quote. First builds typically run $2,000 to $3,500.

Find out where AI fits in your firm

Start with a free call, or go straight to the audit. Either way, you talk to the person who builds it.

Not sure yet?

Book a free 20-minute call

Tell us what's eating your team's time. We'll tell you honestly if AI can help. No pitch, no obligation.

Book a free call

Ready?

Book your AI workflow audit, from $500

1–2 weeks, ending in a written plan ranked by hours saved, with a price for each piece.

Book your audit

Today, every call and every audit is led by our founder, Aramis M. Figueroa. Or call (305) 807-7015.

Not ready yet? Get the free “Is your firm ready for AI?” checklist

A 10-question checklist you can fill in over coffee. It shows where your team's hours go and which work AI could take on first.

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