Interview 1/3

Claims Handler

Pain:Manual document verification

Opp:OCR Auto-extraction

Opp:Real-time API sync

Interview 2/3

Underwriter

Pain:Duplicate data entry in CRM

Opp:Policy re-key across systems

Opp:Manual loss-run reconciliation

Interview 3/3

Loss Adjuster

Pain:Fragmented claim file assembly

Opp:Unified adjuster workspace

Consolidated opportunity

Unified policy data layer across claims, underwriting & adjustment

Single source of truth ingested once at submission, auto-synced across CRM, PMS, and claims systems. Eliminates document re-verification, duplicate entry, and re-lookup across all three roles.

Est. recovery

8–12 hrs/day

Tier

Structural

Timeline

2–3 quarters