Insurance template

Claims intake

Agents read each claim and its attachments, then check the facts against the policy. Your adjusters review the cited evidence and make the decision in one claims queue.

From inbox to review

One claim, with the evidence kept together.

Step 1

Read the attachments

The agents read the first notice, estimate and supporting documents. Each fact stays linked to the page it came from.

Step 2

Check against the policy

The policy period, deductible and relevant clauses sit beside the reported facts. Missing information is flagged for follow-up.

Step 3

Put it before an adjuster

The adjuster checks the evidence, asks for anything still missing and makes the decision. The queue keeps the review moving.

The app

The claim file beside the queue.

An adjuster can move from the reported loss to its source documents and the relevant policy clause. Missing evidence has a next step, and approval stays with a person.

Claims intakeCL-2048SearchAsk

Ready for your review

12 new claims · 8 ready to review · 4 missing information

Illustrative property claims
CL-2048Morrow RetailWater damageReady to review
CL-2049Alder WorkshopStorm damageMissing estimate
CL-2050Westmere FoodsEquipment damageReady to review
CL-2051Cedarline SupplyTheftMissing report
Claim CL-20484 attachments read
PolicyholderMorrow RetailFNOL · p. 1
Date of loss12 Oct 2026FNOL · p. 1
Reported causeWater from a burst pipeIncident report · p. 2
Repair estimate$18,400Estimate · p. 1

Policy check for the adjuster

property policy · § 3.2 · p. 18

“Sudden and accidental escape of water from a plumbing system is covered, subject to the deductible shown in the schedule.”

Policy period1 Jan to 31 Dec 2026 p. 2
Water damage deductible$2,500 Schedule · p. 4
Evidence assembled · adjuster decision required
Adjuster · Avery Chen
Request informationApprove

Illustrative app. All companies, people and figures are sample data.

What it reads

  • First notices from your claims inbox
  • Claim forms and incident reports
  • Photographs and repair estimates
  • Policies, schedules and endorsements

What your team sees

  • A queue of claims to review
  • Facts cited to the claim documents
  • Relevant policy clauses and deductibles
  • Missing information to request

What you set

  • The intake inbox and document sources
  • Which facts to extract
  • Who reviews each claim
  • Which gaps require follow-up

Questions

What people ask about claims intake.

Can a person review the facts before they move on?

Yes. Review queues come with every agreement. A reviewer can see each extracted value beside its source passage and approve or edit it before it reaches another system.

Can we choose which facts it extracts?

Yes. You define the fields it pulls out, and each value comes back cited to its page.

Can you set up the intake process for us?

Yes. We can map your process, build the workflows and the app, and hand your team something ready to use.

Is our data used to train models?

No. Your documents and results are never used to train a model, and a data processing addendum backs that.

Can it run in our own environment?

Yes. Strive runs in our cloud, or in your own VPC on AWS, Google Cloud or Oracle Cloud, or on your own Kubernetes cluster.

Which document-heavy job would you hand over first?

Bring one process you want to improve and the information behind it. We build the first version with you in the session, so the first thing you see is your own work, running.

Contact Sales

An hour of your time and a process you know well. That's all it takes.