The claim was valid. The file took eleven days to assemble.
Agencies, brokers and claims teams. Every claim is a documentation problem wearing a customer’s bad week, and every agent licence has a renewal date somebody has to remember.
Claims, licences and case files, assembled as the evidence lands.
The claim is a bad week for your customer and a documentation problem for you. The photographs come from a phone, the estimate comes from a contractor, the authority’s report comes weeks later — and the file is only complete when the last of them arrives. Our core employees build it as each piece lands, check the evidence against the risk that was actually underwritten, and say plainly what is still outstanding. No adjuster is asked to trust a number they can’t trace.
What arrives, and how
Photographs, estimates, authority reports and messages, from claimants and contractors, in either language.
What we do with it
Build the file as it lands, validate each item against the risk, and name what is outstanding instead of resending the request.
What never leaves your people
Deciding a claim, setting a reserve, binding cover.
A claim pack · CL-8841, exactly as Sara filed it.
Every line carries the check that produced it, and anything held stays visible with its reason attached. Structure and logic from a live deployment; values changed.
ConsoleFileEditViewWindowTue 24 Jun 15:38«Unas fotos son de la bodega de mi hermano donde guardamos las cosas mojadas, para que se vea el daño.»
Sara keeps those three images held and labelled for what they are — salvage stored elsewhere, not damage at the risk address — instead of letting them into the evidence pack unexplained. The adjuster sees the distinction rather than discovering it.
Inside your agency system and the carrier portals — not beside them.
Claimants keep sending photographs on WhatsApp. Producers keep working in the agency system. What changes is that the file assembles itself as documents arrive, and what is missing is named.
Connected on the systems you already run
Built against the rules you’re audited on
Your checklist is the source of truth, not ours. When a rule moves and the checklist doesn’t, your compliance lead gets told.
Four of our core employees, specialized on your book.
Each one arrives generic and is taught your sites, your rules and your checklist over roughly three months. Scope and permissions are set per system, by you.
Assembles the claim pack as documents arrive, validates the evidence against the risk address, and names what is still missing.
Their page →
First contact for claimants and policyholders — status, next steps and the document request, at the hour they ask.
Their page →
Premium and commission reconciliation across carriers, with the discrepancy flagged before the statement is accepted.
Their page →
Producer licences and continuing-education requirements tracked to expiry, with alerts at 90, 60 and 30 days.
Their page →Most of it happens in the days the claimant is counting.
One Tuesday from a live deployment, reconstructed from the audit log. Times are local.
Alex tells four claimants exactly what stage their file is at, before the office opens.
Sara holds three photographs taken 40 km from the risk address and labels them.
Sara completes claim CL-8841 in four minutes and names the two outstanding items.
Maya flags two producer licences expiring inside 60 days and books the CE course.
Memo reconciles commission statements from three carriers and finds one short.
Alex answers a policyholder’s cover question from your own wording, not a summary.
An estimate you can check, not a quote.
Every assumption is written underneath. If one of them is wrong for your operation, the number is wrong — tell us and we’ll run it on your real volumes during the diagnostic.
How many claims and policy files do you process in a month?
Tell us where the
work piles up.
Send us the process that keeps your team late and we'll come back with a concrete read on what an AI employee would take off their hands — not a generic deck.
- A real person reads every message. No chatbot, no ticket queue.
- We reply within one business day, in Spanish or English.
- The first conversation is a 30-minute operational diagnosis. No commitment.
An agency group with 120 producers.
Company name withheld under NDA. Numbers verified by their own internal audit six months after go-live.
Claim files were assembled by email over an average of eleven days, and claimants were routinely asked twice for the same document. Two producer licences had lapsed unnoticed in the previous year.
Sara assembles each pack as documents arrive and names what is missing; Alex keeps the claimant informed without being asked; Maya tracks every licence to expiry. Files close in days rather than weeks.
Two weeks in your claims queue, on your real files.
Someone from our forward-deployment team assembles a real claim pack by hand, maps where the eleven days actually go, and shows you exactly where this fits. No commitment either way.