Claims pre-check AI agent

Turn claim information into a clear summary, warnings and recommended next actions for human review.

Initial claim review creates a heavy manual load

First review asks handlers to check multiple data points, identify gaps, apply policy and process, assess recovery and decide the next action all at once. A missed detail means rework, extra customer contact, delayed decisions, and lost recovery. As volumes and complexity grow, maintaining speed and consistency gets harder without adding pressure to the team.

A claims co-worker for review and next actions

Claims Review AI Agent brings the claim information together and returns a structured first assessment: a summary, your configured pre-checks, missing information, warnings and recommended next actions. The handler reviews the assessment, checks the supporting information and decides what to approve; the agent does the groundwork.

How it works

1

Retrieves

Retrieves approved claim information from configured systems and data sources.

2

Organises

Organises the key details into a clear summary and applies agreed business rules and AI-assisted checks.

3

Highlights

Highlights missing details, warnings, deadlines and areas needing attention.

4

Recommends

Recommends next actions based on the claim context and configured process.

5

Presents

Presents the assessment for the handler to approve, change or reject.

6

Completes

Completes approved actions, prepares communications where enabled, and retains the record for audit and process improvement.

What your claims operation gains

  • Faster decisions

    Faster decisions, because handlers start from a clear picture instead of assembling it across screens.

  • Lower cognitive load

    Lower cognitive load

    Lower cognitive load, with key facts, warnings and actions in one structured view.

  • Consistent pre-checks

    More consistent pre-checks, applying the same agreed rules to every suitable claim.

  • Information surfaced early

    Missing information surfaced early, before it causes delays or repeated follow-up.

  • Support for recovery and control

    Support for recovery and control

    Support for recovery and leakage control, with third-party and other configured commercial checks brought to the handler's attention.

  • Stronger Audit trail

    A stronger audit trail of the information considered, recommendations made and actions approved. 

Responsible AI with human oversight

The product supports claims handling and operational decision-making. It does not replace the claims professional responsible for assessing the claim, applying policy or approving an outcome.  

Handlers must be able to see the claim information, warnings and reasoning behind a recommendation. Access, retention, privacy and audit controls must reflect the sensitivity of customer and claim information, and performance should be monitored after deployment as claim scenarios, business rules and source systems change.

Where it can help

Claims Review AI Agent suits insurers whose handlers work across several systems to review a claim, who use standard pre-checks or assessment rules, and who want missing information surfaced earlier, with less cognitive load and people still in control.

No items found.

No items found.

Proof of value with Tower

Tower tested the claims-review approach in a non-production proof of value focused on the initial review of a claim. Tower reported:

An indicative 70% reduction in the time and effort required for claim summaries and next actions.

Over 80% accuracy in claim summarisation during the test.

Positive feedback from claims testers on faster delivery and clearer automated summaries.

No items found.

No items found.

See the claims-review experience in action

Request a demo to see how Claims Review AI Agent turns claim information into a clear assessment and recommended next actions.

Request a demo

Frequently Asked Questions (FAQs)

Here are some FAQs for our Claims pre-check AI agent.

No items found.
No items found.

Insights and News

Stay updated with Sysdoc's insights, news and events. Dive into articles, trends, company updates, and thought leadership pieces.

No items found.

Sysdoc Insights & News

You may opt out any time. Terms & conditions and Privacy Policy.

No items found.