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Insurance Claims Intake Agent with Document Extraction

AI agent automates first notice of loss, extracts policy data, and routes claims to adjusters.

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Insurance12 WEEKSVERIFIED RESULTSRegional insurance provider

Insurance Claims Intake Agent with Document Extraction

AI agent automates first notice of loss, extracts policy data, and routes claims to adjusters.

Founder note: this is written to be practical. We focus on what we learned in delivery, what changed for the team, and what results held up after rollout.

INDUSTRYInsurance
CLIENT TYPERegional insurance provider
TIMELINE12 weeks
DELIVERY SCOPEClaims intake, document extraction, adjuster routing
domain

The Real Problem

1. Average intake time was 22 minutes per claim

2. Missing documents delayed 40% of cases

3. Call center backlog peaked during storm seasons

4. Adjuster routing relied on manual triage

build

What We Actually Changed

Deployed a multimodal AI claims agent that collects incident details, extracts documents, validates policy coverage, and routes cases by severity and specialty.

TOOLS AND METHODS USED

OpenAIPythonOCRPostgreSQLTwilioSalesforce
layers

Delivery Journey

PHASE 1

Workflow Mapping

Claims flows, compliance review

PHASE 2

Agent Build

Intake bot, document extraction

PHASE 3

Pilot & Scale

Adjuster routing, production rollout

check_circle

What Improved

Storm season used to break our ops team. The agent keeps intake moving while adjusters focus on complex cases.

-68%
Intake Time
81%
FCR
Automated intake cut handling time dramatically
Most claims fully captured on first interaction
Smarter routing reduced queue buildup
business_center

FOUNDER BRIEF

INDUSTRY
Insurance
TIMELINE
12 weeks
CLIENT TYPE
Regional insurance provider
terminal

DELIVERY STACK

OpenAIPythonOCRPostgreSQLTwilioSalesforce

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