Product

Everything a claims advocate needs on one claim, and across the book

Home for each persona, the claims list, the Claim Workspace with seven zones, clients and their programs, the portfolio, Rules Studio and the AI & Agents pages. Every screen below is the running product on an illustrative book.

Home and the claims list

What needs you, and every claim in one list

Home is built for the claims advocate, the account executive and the practice leader: what is waiting on them, what the agents did, signals and insights. The claims list shows each claim’s stage, claimed, accepted, floor, notices due and carrier clocks breached.

Home for a claims practice leader on an illustrative book: five practice-leader sign-offs the supervisor agent prepared, each with its claim and amount — **Home.** What is waiting on you — here five sign-offs, each with its claim, the controls that fired and the amount.

The claims list on an illustrative book: six client claims with stage, advocate, claimed, accepted and floor — **Claims.** Each client claim with its stage, advocate, claimed, accepted and the floor the engines computed.

The Claim Workspace

Seven zones, from notice to settlement

1 · Agents

What the agents prepared, each with its reasons, draft and the facts behind it; the last Analyze, agent by agent.

2 · Notice

Each policy’s notice condition read from its wording, the deadline from the day the client knew, and its state.

3 · Coverage

Every carrier position beside its clause, assessed; the grants the letters don’t address; the letters themselves.

4 · Program

Policies on the claim, policies that may also respond, and the liability tower with what is on notice.

5 · Timeline & SLA

The carrier’s clocks, its escalation ladder and every dated event.

6–7 · Advocacy, Settlement

Proof of loss and document requests, what the broker sent; the settlement arithmetic and the outcome.

Notice cards on an illustrative fire claim: property due in five days under a 30-day condition, general liability overdue by five days under a 20-day condition, each with its clause — **Notice.** One card per policy: the condition, the deadline and the clause it comes from.

Drafts a person sends

Notices, rebuttals, escalations, requests and recommendations

Six kinds of letter, each drafted from the engines’ figures and reasons, each held for a person. Sends are dry runs today: recorded with a message id, nothing leaves the product.

The rebuttal drafter's card with its draft letter open, answering four carrier positions with the wording — **Rebuttal.** Each weak or unsupported position answered with the clause.

The notice checker's two drafted notices of loss on an illustrative fire claim, one to a property carrier and one to a general liability carrier — **Notices.** One per policy, the overdue one first.

The claims copilot

Ask the claim, or the whole book

“Which claim has the weakest carrier position?” “Where is a notice deadline close?” “Which carrier is slowest to respond?” The copilot answers with read-only lookups in the asker’s scope.

Every figure checked against what it read; an unsupported one is replaced
Suggests next steps as links; never takes an action
Claude Sonnet 5.5 on Bedrock by default; facts-only when the model is off

Portfolio

Portfolio. Claimed against accepted by loss type, and the clients renewing in 120 days with their loss story.

AI & Agents, Rules Studio

The agents, the dial and the controls, on their own pages

The agent catalogue, coverage and carrier step: four agents, each with the action it may prepare, the level it starts at and what it never invents — **Catalogue.** The coverage & carrier step: four of the ten agents, each with its action and what it never invents.