Claims Investigation Automation for Adjusters
Let your AI agent handle email follow-ups, summarize interviews, and flag missing information—so you can focus on resolving claims, not chasing paperwork.
As a claims adjuster, you waste hours every week digging through Outlook threads, updating Excel trackers, and piecing together incomplete files from shared drives. Manually following up with agents and claimants for missing documents or clarifications is tedious and easy to get wrong. The risk of errors and delays grows with every claim you manage.
An AI agent that helps claims adjusters automate follow-ups, spot errors, and compile investigation reports using your claims data and email.
What this replaces
The hidden cost
What this is really costing you
In financial services, claims adjusters spend countless hours drafting emails, reviewing correspondence, and tracking unresolved issues across Outlook, Excel, and claims management systems like Guidewire. Every missing police report or unclear statement means more back-and-forth, manual note-taking, and risk of oversight. These repetitive tasks slow down claim resolution and distract from higher-value investigations.
Time wasted
2 hrs/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$4,500/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
Delays in claim settlements, increased risk of payout errors, and dissatisfied policyholders or agents.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
2 hrs/week
of manual work
With your AI agent
20 min/week
agent-handled
You save
$3,750/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Requesting Missing Documentation
You ask your agent to draft an email to a claimant requesting a missing police report for an auto claim.
Clarifying Conflicting Statements
You ask your agent to review correspondence and summarize discrepancies between agent and claimant statements.
Investigating Suspicious Claims
You ask your agent to compile a report of claims with incomplete or questionable information for further review.
Tracking Follow-Up Status
You ask your agent to list all open claims that still require responses from agents or claimants.
How to hire your agent
Connect your tools
Link your existing claims management, document review, and communications tools used for claim processing and correspondence.
Tell your agent what you need
Type a prompt like, "Draft a follow-up email to the claimant requesting clarification on the accident date and missing repair invoice for claim #12458."
Agent gets it done
Receive a ready-to-send email draft and a summary of any outstanding issues for the selected claim.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Generate Follow-Up Emails
Drafts personalized messages in Outlook to claimants or agents requesting missing documentation or clarifications, using claim file details.
Summarize Interview Transcripts
Analyzes interview notes from your document management system and produces concise summaries highlighting key facts and discrepancies.
Detect Errors and Omissions
Scans claim files and email threads to pinpoint missing or inconsistent information, flagging issues for your review.
Monitor Outstanding Items
Maintains a real-time checklist of claims needing follow-up, drawing from Excel trackers and claim management platforms like Guidewire.
Assemble Investigation Reports
Compiles findings from interviews and correspondence into structured reports for escalation or audit purposes.
AI Agent FAQ
The agent can process exported files from Guidewire, Duck Creek, or similar claims platforms. Direct API integrations are planned—currently, you upload files or paste relevant content for analysis.
Your AI agent uses advanced language models to analyze claim files and correspondence, highlighting missing or conflicting details. You always review and approve its suggestions before sending or filing.
All data is encrypted in transit using TLS 1.3. No information is stored after processing, and you control exactly what is shared with the agent.
Yes, you can batch process multiple claim files by uploading them together. Each claim is handled individually, and the agent generates separate outputs for each case.
This agent supports property, auto, and casualty claims. For specialized lines or multi-language documents, support is on the roadmap—currently, it works best with English-language files.
Related tasks
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