Claims intake
Identify missing documents or conflicting details.
Claims information, ready for review.
Bring claim forms and evidence into a summary that a claims professional can check.
Keep the evidence beside the draft.
Show what came in, what may be missing, and where each detail came from before a person decides.
Policy context
Keep policy references next to the draft summary.
Resolution
Send uncertain recommendations back for correction.
Source traceability
Show where each submitted detail came from.
Reviewer routing
Send an exception with the full task history.
Customer-facing checks
Hold customer-facing actions for the right approval.
Task contextReady
AI preparationDraft
Review stepPlanned
Next actionRecorded
Map one workflow before you automate it.
Pick one task, identify its inputs, and decide which steps a person should approve.
Create an AI workflow brief →