A claim comes in as a scanned PDF. Someone reads it, types the data into your system, checks it against the policy, and routes it for processing. Multiply that by 50 claims a week and you've got a team of people doing work that a system should handle.
We'll walk through your intake and claims workflow and show you where automation makes sense.
Every agency and firm we talk to has the same five problems. Different carriers, same bottlenecks.
Claim forms come in as PDFs, scanned documents, faxes, even photos of forms. Someone reads every field, types it into your management system, and double-checks for errors. It's the same 15 minutes per claim, hundreds of times a month.
Policy numbers, dates of loss, coverage amounts, claimant details — all sitting in unstructured documents. Your team copies this data by hand. Typos happen. Fields get missed. Someone catches it downstream and sends it back.
State regulations change. Carrier requirements update. Your team needs to produce the right documents with the right language for the right jurisdiction. Getting it wrong isn't just embarrassing — it's a compliance risk.
New client needs a quote. You need their current declarations page, driver's list, loss runs, and signed ACORD forms. They send half of it. You chase the rest. A week later you still don't have what you need to bind coverage.
Policies expire. If nobody starts the renewal process 60 days out, you're scrambling. If nobody starts it 30 days out, you might lose the account. The tracking system is someone's Outlook calendar.
These integrate with your AMS — Applied Epic, Vertafore, HawkSoft, EZLynx. We build around your existing tools, not ours.
We spend 30 minutes on a call mapping your claims intake, onboarding, and renewal workflows. Where does data get re-keyed? Where do things sit waiting? We find the real bottlenecks.
We build automations that connect to your AMS, email, and document systems. Your team keeps their existing workflow. The manual extraction and data entry parts just disappear.
We monitor everything. When carrier forms change format, when a state updates requirements, when your AMS pushes an update — we handle it. You don't need an IT team for this.
30 minutes on a call. We'll walk through your claims processing and client onboarding and tell you exactly what's worth automating.
Book a Discovery Call