Prepare documents for the handler
Group forms, correspondence, and supporting records by case. Extract agreed fields, link them to original documents, and flag missing, unclear, or inconsistent information for review.
Insurance / CanadaPrepare insurance cases
Prepare insurance cases
with the information handlers need.
We build tools that organize insurance documents, prepare case information, and track the work still needed. Give handlers the sources and context for their review.
Where technology can helpWhat we can
What we can
help you do.
Track pending casework
Show pending requests, older cases, and missing information in one queue. Assign an owner and next action using agreed routing rules and review points.
Find approved procedures
Make internal guidance searchable with appropriate access. Link answers to sources and refer ambiguous questions or specialist decisions to the right person.
A practical first project
Prepare one case type for review.
Choose a frequent administrative case with a stable checklist. Map its documents, define what a complete preparation brief contains and test a defined workflow against examples selected by your team before expanding to other cases.
- 01A case checklist and field specification
- 02A working preparation workflow with source references
- 03An evaluation set and exception-handling guide
Define success before deliveryHow we measure
How we measure
success.
Agree these measures at the start of a new project and use them to review progress.
- Field extraction accuracy and missing-document detection measured on representative cases.
- Time to assemble a complete case compared with the current process.
- Queue ageing, unresolved exceptions and routing corrections visible to operations owners.
What the workflow can look like
For a recurring administrative case, a workflow can group correspondence and forms, extract required fields, and identify missing or inconsistent information. The handler sees proposed values beside their sources. Unclear cases remain in a review queue rather than appearing complete because every field contains text.
What we establish together
Choose a case type and provide its checklist, approved samples, routing rules, and interfaces. Agree which fields can be prepared automatically and which need confirmation. Retention, permissions, and audit requirements shape the work. The initial scope supports preparation and routing; consequential decisions stay with the authorized process.
Common questions
Does an agent make coverage or claims decisions?
The initial scope focuses on preparing information. Your qualified handler makes coverage, claims and other consequential decisions under your agreed process.
Can you integrate with our policy or claims system?
We assess the available interfaces and permissions during discovery. The proposal identifies supported connections and any integration work required.
What happens when a document is unclear?
The workflow records uncertainty, retains the original source and routes the item for review. Evaluation includes difficult documents and missed-exception checks.
Related services
Find help for your team
Discuss a project
Discuss your projectPlan a first release.
Describe the workflow, existing systems, and result you need. We’ll discuss the scope and next step.