Turn incoming claims into review-ready files. Your team keeps the final say.
Discuss your workflow, integration needs and pricing with our team.
The agent prepares the file. Your team makes one decision.
Claims inbox
Waiting for a new claim…
Dana Whitfield
Claim: water damage to kitchen ceiling
A pipe burst upstairs on March 14 and water came through the kitchen ceiling. My policy is HO-4471-2290-18. The claim form and photos are attached.
Talk to our sales team about fit, the integrations you need, what implementation involves and pricing for your operation.
Workflow review
Your channels, claim types, volumes and the decisions that stay with your team.
Configuration & integrations
Fields, validation rules, routing and the connections to your systems.
Go-live with your reviewers
Results checked together before CaseFlow handles live intake.
CaseFlow AI doesn't just extract data. It prepares the work and puts in front of your people only the claims that genuinely need their judgment.
Every AI output is treated as a proposal that has to pass your checks. No AI system is 100% accurate, so errors are caught and corrected by people before they matter.
Evidence-based extraction
Every field keeps a link to the document and location it came from.
Structured validation
Results must match the schemas and rules your organization configures.
Cross-system verification
Where you authorize it, data is checked against your own policy and claims systems.
Exception detection
Missing, contradictory or unverified data is flagged, never silently accepted.
Human approval
Situations that need oversight go to the right reviewer with the evidence attached.
Controlled synchronization
Records reach internal systems only after your validations and approvals.
Every claim that doesn't need a person moves on its own. Every claim that does arrives with the evidence, the reason and a recommended next step.
Talk to SalesInsurance claims intake shouldn't slow your team down. CaseFlow AI connects the steps that usually live in inboxes, spreadsheets and hand-offs.
Fragmented submissions
Emails, forms, PDFs and call notes that someone has to consolidate by hand.
Manual data entry
Reviewing documents, re-keying fields and chasing what's missing.
Disconnected workflows
Manual assignment and systems that don't talk, so claims wait.
Claims from email, web forms, documents, agent notes and API submissions land in one intake queue.
The agent turns each submission into the fields your team uses, including custom fields, with a link to the evidence.
Missing fields, contradictions and possible duplicates are caught and checked against the systems you authorize.
Claims are categorized by your rules and assigned to the right team, and follow-ups for missing information are drafted.
People decide the exceptions; only approved records reach your claims system, with every step on the audit trail.
Designed first for carriers and TPAs. Each organization configures its own fields, procedures, validation rules and integrations on the same engine.
Adjusters start from a complete, validated file instead of an inbox. CaseFlow AI takes first notice of loss from every channel, checks policy data through your APIs and sends exceptions to the right desk.
Handle high volumes across clients without re-keying. Each client keeps its own fields and rules while files are classified and distributed across your reviewers.
The same engine also fits claims-heavy teams at
Insurance Brokers
Collect documents, prepare complete claim files for carriers and follow up on what's missing.
Talk to SalesRestoration Companies
Match jobs to claims and turn invoices, reports and photos into carrier-ready packages.
Talk to SalesCaseFlow AI sits in front of the systems you already run. It prepares clean, approved records and hands them off, with no rip-and-replace of your core platform.
CaseFlow AI
Extract · validate · route
Forward or connect a claims inbox. Messages and attachments become intake records.
Hosted or embedded claim forms mapped to your own field templates.
Submit claims and retrieve structured records programmatically.
Notify your systems when a claim is validated, routed, or approved.
Deliver approved records into your existing platform through the interfaces it exposes.
Verify policy and insured data through the APIs your organization authorizes.
Connections to claims and policy systems are scoped with your team before contracting and delivered as part of implementation, using the interfaces your systems expose. We don't claim pre-built connectors to any specific vendor.
Security controls for your claims operations.
Each organization's claims, configuration and records are kept logically separated from every other customer.
Access to claims, actions and settings is scoped to roles your administrators define.
Data is encrypted in transit and at rest.
The platform connects only to the systems and scopes each organization explicitly authorizes.
Automated actions and human interventions are logged and attributable.
Sensitive steps require an authorized person. The platform never approves claims, denies coverage or sets indemnity.
Tell us about your team. We'll discuss how CaseFlow fits your claims workflow, the integrations you need and pricing for your operation.
Straight answers about what CaseFlow AI does — and what it deliberately doesn't.