Stop Claims Headaches, Start Fair Settlements

Quickly review and assess insurance claims for fairness—no more manual back-and-forth.

Sifting through claim details and policy documents eats up your day. Missed details or delays can mean unhappy clients, disputes, and lost time you can’t afford.

The hidden cost

What this is really costing you

Manually monitoring insurance claims for equitable settlement means digging through endless documentation, cross-referencing policy details, and justifying every recommendation. It’s easy to miss inconsistencies or overlook key facts, especially when juggling multiple cases. The process is slow, repetitive, and leaves you open to errors and client frustration.

Time wasted

1.7 hrs/week

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

Money lost

$2,465/year

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

If you keep ignoring it

Manual reviews lead to missed errors, delayed settlements, dissatisfied clients, and more time spent fixing mistakes instead of closing new business.

Return on investment

The math speaks for itself

Today — without agent

1.7 hrs/week

of manual work

$2,465/year/ year

With your AI agent

0.3 hrs/week

agent-handled

$435/year/ year

You save

$2,030/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Quick Claim Review for New Submission

You ask your agent to summarize a new claim and check for any fairness issues before you proceed.

Double-Check a Settlement Proposal

You ask your agent to review a settlement offer and highlight anything that might disadvantage your client or the insurer.

Prepare for Client Update

You ask your agent to generate a summary of claim progress and any unresolved equity concerns for your next client call.

Spot Missing Documentation

You ask your agent to review a claim file and list any missing or incomplete documents needed for an equitable decision.

How to hire your agent

1

Connect your tools

Link your agency management software and document management systems used for claims processing.

2

Tell your agent what you need

Type: 'Review this claim file and flag any issues that could impact a fair settlement for both parties.'

3

Agent gets it done

Receive a clear summary highlighting fairness concerns, missing documents, and actionable recommendations.

You doing it vs. your agent doing it

Read through pages of claim notes and policy documents yourself.
Agent delivers a concise summary with key points in seconds.
30 min/claim
Manually cross-check each file against required documentation lists.
Agent auto-generates a checklist and flags missing items instantly.
20 min/claim
Compare settlement terms to policy details and past cases by hand.
Agent highlights potential inequities and suggests negotiation points.
15 min/claim
Draft summaries and status reports from scratch.
Agent creates ready-to-send summaries and recommendations.
15 min/claim

Agent skill set

What this agent knows how to do

Claims Review Summarization

The agent summarizes claim files and highlights key facts relevant to fairness for both parties.

Policy Comparison

Compares claim details against policy terms to spot inconsistencies or missing information.

Equity Assessment

Flags potential red flags or inequities in settlement proposals for further review.

Documentation Checklist Creation

Generates a checklist of required documents and notes missing items for each claim.

Actionable Insights Report

Delivers a concise report with recommendations for next steps or negotiation points.

AI Agent FAQ

Hire your AI agent

Join the waitlist and be the first to hire an AI agent that handles your AI work end-to-end.

Free to join. No credit card required.