Claims Evidence Automation for Adjusters

Let your AI agent gather, sort, and summarize all claim evidence—so you can stop chasing files and focus on resolving disputes.

You spend hours digging through Outlook, SharePoint, and legacy claims systems just to find supporting documents. As a claims adjuster, you’re constantly tracking down missing attachments, piecing together evidence from scattered PDFs, and worrying about deadlines. Important details slip through the cracks, putting your cases and reputation at risk.

An AI agent that collects, organizes, and summarizes evidence for insurance claims, preparing court-ready packages in minutes for claims adjusters.

What this replaces

Search Outlook for claim-related attachments
Copy evidence from Guidewire into court templates
Sort PDFs in shared drives by claim number
Request missing documents from legal via Teams
Summarize evidence for attorneys in Word

The hidden cost

What this is really costing you

In financial services, claims adjusters often waste time searching through Outlook, Guidewire, and shared network drives to compile evidence for disputed claims. Each request means sifting through old emails, cross-referencing claim numbers, and manually building court packages. The process is tedious, repetitive, and prone to missed files—especially when deadlines are tight and legal teams are waiting.

Time wasted

1.8 hrs/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$2,610/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Missed or incomplete evidence can lead to lost court cases, compliance issues, and dissatisfied clients. Adjusters risk legal exposure and increased scrutiny from auditors if documentation is incomplete.

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

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,030/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.

Urgent Evidence Request for a Hearing

You ask your agent to pull all documentation and correspondence related to a claim scheduled for court next week.

Summarize Evidence for Legal Counsel

You ask your agent to create a summary of key evidence points for your attorney to review before trial.

Audit Evidence for Missing Items

You ask your agent to check if any required evidence is missing from the file before submission.

Organize Evidence by Type and Date

You ask your agent to sort all gathered evidence by document type and date for easy court reference.

How to hire your agent

1

Connect your tools

Link your document management, claims processing, and communication tools used for evidence collection.

2

Tell your agent what you need

Type: 'Gather all evidence supporting claim #45678 for court, including correspondence, reports, and missing items.'

3

Agent gets it done

Receive a structured, court-ready evidence package with summaries, organized files, and a checklist of missing items.

You doing it vs. your agent doing it

Search through emails, claim files, and multiple systems by hand.
Agent extracts and compiles all relevant documents automatically.
1 hr/week
Manually label and sort files into folders by case and date.
Agent categorizes and organizes evidence instantly.
30 min/week
Read through documents and write a summary manually.
Agent generates a concise summary automatically.
20 min/week
Cross-reference requirements and files by hand.
Agent identifies missing items and lists them for you.
10 min/week

Agent skill set

What this agent knows how to do

Extract Documents from Outlook and Guidewire

Pulls supporting files and correspondence from Outlook mailboxes and Guidewire claim records, then compiles them by case.

Categorize and Tag Evidence by Claim

Organizes documents by claim number, document type, and date, producing structured folders for legal review.

Draft Summaries of Key Evidence

Creates concise overviews of the most relevant facts and files for each claim, highlighting what matters for hearings.

Identify Missing Evidence Items

Compares required evidence checklists to current files, flagging missing reports or correspondence before submission.

Prepare Court-Ready Exhibit Lists

Generates formatted evidence lists for court, referencing each document and linking to the source file.

AI Agent FAQ

Yes, the agent integrates with Guidewire, Duck Creek, and other major claims platforms via API or secure file upload. You can also connect Outlook and SharePoint for document retrieval.

All data is encrypted in transit using TLS 1.3 and is never stored after processing. Access is limited to authorized users, and audit logs are available for every action.

The agent assembles evidence into court-formatted lists and folders. You should review for jurisdiction-specific requirements before filing, but the package is structured for immediate legal use.

Absolutely. Specify claim numbers or upload a batch file, and the agent will generate separate evidence packages for each case. Batch processing is supported for high-volume adjusters.

Yes, it’s built for insurance and financial services workflows, handling everything from property to liability claims. The agent works with industry-standard systems and formats.

See how much your team could save with AI

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