Agent 01 — Intake
Files every new loss.First notice of loss, captured by phone, email, or file upload — and filed with zero manual data entry.
The intake agent captures new losses the moment they arrive, in whatever form they arrive: a phone call, an email, or an uploaded file. It reads the report, structures the details, and opens the claim directly in your system — no adjuster re-keying names, dates, policy numbers, or body parts from a PDF.
What used to be a queue of half-legible forms becomes a stream of clean, complete claims, ready for triage the instant they land.
- Phone, email, and file-upload intake in one agent
- Claims filed with no manual data entry
- Structured and complete before it reaches an adjuster