Workflow

From scattered documents to a review-ready file

AI does the repetitive reading and comparing. People make every decision that matters.

Create the claim

Choose the claim type; the matching checklist loads. Broker and insurer details are captured once.

Upload evidence

Documents are uploaded over TLS directly to an encrypted, tenant-scoped storage location. Files are malware-scanned before processing.

Extract and classify

Asynchronous workers extract text and fields, then classify document types. Each value is stored with its source location and confidence.

Check completeness and consistency

Documents are compared with the checklist. Cross-document rules flag mismatched references, dates and amounts.

Human review

Reviewers approve or correct each field, resolve flags, comment, request evidence and assign colleagues. Critical changes require reviewer approval.

Mark ready and export

When required items, approvals and flags are cleared, an authorised reviewer marks the file ready and exports the preparation report.

“Ready for submission” means the administrative file is complete and checked. It is not a statement about coverage or eligibility.
Watch it run on a sample file