First-notice intake
Collect the required administrative details and identify missing information. Keep the claimant’s original description alongside any structured fields prepared from it.
AI insurance workflows for intake and case preparation
AI insurance workflows help teams organize the information arriving around a policy or claim. dplyz connects intake, document review and service records so the next person can work from a complete, inspectable file.
InsuranceConnected operationsThe operating reality
A claim arrives in pieces
The initial report, attachments and later correspondence rarely appear together. An intake workflow needs to preserve when each item arrived and which claim it belongs to. Completeness and consistency matter before anyone tries to summarize the case.
Where the work changes
Document matching
Classify attachments and link them to a verified case reference. Flag uncertain matches, duplicate files and conflicting dates for the claims team.
Service and reviewer preparation
Prepare a case timeline and a list of open requests. Link policy information to its version so a reviewer can verify the context before replying.
An illustrative workflow
A photo arrives after the initial report
An attachment lands in the shared inbox with an incomplete reference. The workflow finds possible case matches and presents the sender, dates and identifiers for review. Once confirmed, the file joins the case timeline and the owner sees what changed.
A focused first release
Start with a job you can measure
Begin with one line of business and one intake channel. Test incomplete references, repeated attachments and contradictory dates before expanding the workflow.
- Intake completeness
- Check required fields at handoff.
- Match accuracy
- Audit attachments linked to cases.
- Outstanding requests
- Track missing information by owner.
Planning AI for insurance
That is outside the intake and preparation scope described here. Review and decision authority remain with the insurer.
Yes. A review queue can be the default, with source documents, extracted fields and suggested matches shown together.
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