By industry · Insurance
Every claim getsa first pass from the AI.
The claim form and the receipts go in. The AI reads them against the policy wording, pulls out the amounts and dates, flags every missing document, and hands back a first-pass report. Whether it pays is still a person's call.
Below is a claim review, running. Keep scrolling.
It opens on the claims team's own work
Not an empty prompt box. Staff see insurance: claims, renewals, underwriting, commission. Pick one and it starts.
Give it the claim
Claim form, receipts, policy wording — drag them in, or point it at the case folder you already keep.
When the file is short, it asks
The AI doesn't decide whether a claim pays. It lays out the options, you choose, then it carries on.
A first-pass report you can review
Download it — the claims register is updated and the follow-up notice is drafted.
What would you like to do?
Claims
Claim review
14 receipts checked against the wording. Seven fall inside cover, HKD 18,400 in total. The hospital certificate is missing and the waiting period isn't clear from these papers.
The file is short. How should it go?
Waiting on youPick more than one if you like
What it did
- 14 receipts checked against the policy wording
- Dates, amounts and benefit items extracted
- 2 gaps handled the way you chose
Your file
Also written to
It connects to what claims and sales already run
- Outlook
- Microsoft 365
- Excel
- QuickBooks
- Xero
- Gmail
- Google Calendar
- Google Drive
- Google Sheets
- Notion
- Airtable
- Shopify
- Stripe
- Zoom
- Dropbox
Excel, Outlook, Microsoft 365, Google Workspace and WhatsApp all connect, and any insurer portal that can export a file.
Claims are slow because of paperwork, not disputes.
A claim arrives and a dozen receipts have to be checked line by line for dates, amounts and benefit items, then read against waiting periods and deductibles. Two or three items need real judgement. The rest is checking.
Checking has a clear method. Judgement has legal and commercial consequences. Method can be written down; judgement should stay with a person, and stay auditable.
So we write the checking as an Action, and turn the judgement into a question.
Built already
The six Actions an insurance team uses most.
Each one is written against the wordings, forms and client register you actually work with. Start with one, add more once it sticks.
Claim review
Claim documents checked against the policy wording, amounts and dates extracted, missing evidence flagged for a person to approve.
Renewals
A follow-up list by renewal date, with each client's current cover collated and the email drafted.
Coverage summary
A client's several policies on one page — what's covered, what overlaps and where the gaps are.
Underwriting pack
Application documents filed the way each insurer wants them, with anything missing listed separately.
Commission check
Insurer statements against your own record of what closed, with the mismatches set aside.
Customer replies
Common questions drafted the way your team answers them. Staff edit, then send.
Labour cost saved
What does a year of this cost a claims team?
Starting from two people on HKD 28,000 a month saving two hours a day. Change the numbers to yours.
Staff cost saved per year
HKD168,000
About HKD 14,000
- Hours back per year
- 1,056 hours
- Worth about
- 3.0 months of salary
An estimate, not a quote. What you actually save depends on the process itself.
Based on an 8-hour day and 22 working days a month. Base salary only — MPF and other employer costs are not counted, so the real figure is usually higher than this.
Hong Kong reference: the Census and Statistics Department's 2025 Annual Earnings and Hours Survey puts the median monthly wage at HK$21,200, and HK$31,500 for employees with post-secondary qualifications.
Who it fits
- Brokerages and agency teams of 3 to 50
- Dozens to hundreds of claims or renewals a month
- Several insurers, each with its own forms and wordings
- Documents managed mostly in Excel and email
Pricing
HKD 6,000and up
Depends on how many Actions, which integrations and how many people. We scope it properly before quoting.
Questions
Does the AI approve claims?
No. It hands back a first-pass report; whether a claim pays is decided by a person. Which document and which clause each finding rests on is recorded.
What about clients' medical information?
One client, one deployment, one database. The data stays in your own instance, is never shared with other companies, and is never used for training.
We place business with several insurers, each with different wordings.
That's normal. Each insurer's forms and wordings go into the Action separately, so the AI reads a claim against that policy's own wording rather than a general understanding.
Can we start with just claims?
Yes, and we recommend it. One Action people genuinely use every day beats ten nobody opens.
Next
Want to know which of your processes is worth doing first?
Book a free 15 minutes and we'll start with what your company needs.