Insurance intake that completes the file.
Klarefi collects the answers and documents for the claim or submission. It reads each document and asks for missing evidence. Your adjuster receives a cited file and keeps the claim decision.
The claim is reported. The file is still not ready.
Claims arrive through forms, email, portals, and document uploads. The facts do not arrive in one format. The evidence does not arrive in one place.
A claims system can hold the case. It does not always find a missing page, explain a contradiction, or ask the claimant for a better document while they are still present.
Your adjuster must then rebuild the file. They read the same documents, copy the same facts, and chase the same missing evidence before review can start.
Collect
One guided form for answers and documents.
Resolve
Each document fact points to its source.
Clarify
Ask for missing or contradictory evidence.
Hand off
Give the adjuster a review-ready case file.
One agent, configured to your intake workflow.
Step 01
Form
Guided intake collects the right documents in the right format.
Step 02
Fact
Every document is read. Every value is extracted and cited to its source page.
Step 03
Verify
Cross-check extracted facts against your rules or external systems. Surface mismatches before your team reviews.
The agent runs on top of your claims core. It completes the intake before an adjuster opens the file. The intake work moves to the agent. The judgment stays with your team.
Purpose-built for
What the agent does for claims teams
Cited extraction
Every value traces to a quote and page your adjuster can open and challenge. Policy numbers, incident dates, claimed amounts.
Gap detection
Missing documents and empty fields are flagged before you open the file.
Hosted intake
Claimants submit through a guided form on your domain that collects the right documents in the right format.
Your adjuster decides
The agent completes the intake and shows its evidence. Your adjuster reviews the file and makes the claim decision.
Start with the intake layer.
Learn what insurance intake automation should complete, what it must leave to the adjuster, and how to test one workflow.
Read the insurance intake automation guideMeasure the work before you automate it.
At 400 claims a month, small amounts of reading, retyping, chasing, and waiting compound. A Klarefi pilot establishes your real baseline and shows which work disappears and which judgment stays with your team.
Test one claims intake workflow
Use one claim type, one evidence checklist, and your own documents. Klarefi completes the intake. Your adjuster reviews the result.
No credit card required