Claims surveyor checklist
Surveyors at a farm or accident site check what to photograph and record before they leave.
Banking and insurance · Branches and service desks
Claims assistant
Step-by-step guidance on documents and rules for each claim type, from your latest policy wording.
- Desktop
- Phone
- Works offline
Desktop assistantOn this device · no internet needed
What’s needed for a cashless hospital claim?
The policy card, photo ID and the hospital’s pre-authorisation form, sent before admission where possible.
What do I need for a crop insurance claim?
Policy number, land record, photos of the damage and a bank account for payment.
Is dental treatment covered on this plan?
Only after an accident, per the exclusions in section 6. Routine dental care is not covered.
The problem
Every claim type has its own documents and rules, and incomplete claims bounce back and forth with the customer. Policy wordings change, and staff can’t keep track of every version. Customers wait longer and complain.
Who uses it
Claims handlers, service desk staff and agents capturing claims in the field.
What you train it on
- Policy wordings by version
- Claims procedures
- Document checklists
- Exclusion lists
How it works on the device
- 1
Trained on your policy wordings
Claim rules, document lists and exclusions for each product and version.
- 2
Guidance per claim type
Staff ask what a claim needs and get the list and the rules that apply.
- 3
Current wording only
New policy versions reach every desk, and older policies still get their own rules.
Why it runs on the device
Complete claims first time
The right documents are requested up front.
Right version of the rules
Answers match the customer’s policy version.
Works in the field too
Agents capture claims with no signal.
Questions
No. It explains the rules and documents. Claims decisions are made by your claims team.
Yes, if you sync policy details. Otherwise staff choose the product and version.
With your claims system connected as a tool, staff can submit after reviewing, when online.
Related use cases
All use casesPut AI where your work happens.
Pick one team and one use case. We’ll have it running on your own devices in weeks.