AI-powered document processing for operations teams

Documents come in messy.
Decisions go out clean.

IntakeIQ reads your incoming emails, PDFs, and forms — pulls out the important data — and sends it to the right person, with a summary and full audit trail. No manual data entry. No guesswork routing.

Workflow snapshot

From inbox noise to intake-ready case

Human reviewed

Incoming bundle

Email + PDF + image

Ready to route

Summary + priority + queue

TypeMotor collision
PriorityHigh (0.94)
RouteTeam B
Extracted
18 key fields
Audit
3 source traces
Turnaround
Under 1 minute

Messy emails
& documents

IntakeIQ
reads & sorts

Clean data
& right team

Works with insurance claims, shipping documents, compliance files — any workflow where documents arrive and decisions need to happen fast.

Timeline
15 days

Kickoff to working prototype with a measured KPI baseline.

Control
Human in loop

Low-confidence decisions stay reviewable and every override is logged.

Commercials
Fixed price

One workflow, one KPI, one clear rollout recommendation.

124+ projects delivered· 13+ years enterprise software· Insurance · Logistics · Compliance· Fixed price · 15 days · KPI measured· Human-in-the-loop · Full audit trail· 124+ projects delivered· 13+ years enterprise software· Insurance · Logistics · Compliance· Fixed price · 15 days · KPI measured· Human-in-the-loop · Full audit trail·
The problem you live with

Every claim starts with
the same manual mess.

Claims arrive through email, portals, and attachments. Your team types the same fields into the same system, routes files by guesswork, and rewrites the same summaries — while the backlog grows.

Slow intake

Hours spent re-keying policy numbers, dates, and claimant details from emails and PDFs into your claims system.

Misrouted claims

Claims land in the wrong adjuster's queue. Files bounce between teams. SLAs slip before anyone notices.

Growing backlog

Claim volume grows but headcount stays flat. The backlog builds quietly until it becomes a visible crisis.

No audit trail

When a regulator asks why a claim was routed or prioritized a certain way, there is no documented answer.

How IntakeIQ works

Documents in.
Decisions out.

Every document that enters your workflow gets classified, extracted, validated, routed, and summarized — with a full audit trail at every step.

Ingest

Collect everything

Emails, PDFs, scanned forms, portal submissions, images — all land in a single pipeline. No manual sorting.

Extract & Classify

Read and structure

Key fields extracted. Document type identified. Missing information flagged. Confidence score on every extraction.

Route & Summarize

Decide and hand off

Smart routing with priority scoring. Adjuster-ready summary. Draft acknowledgement letter. Human override at any step.

Every action logged. Every source traced. Every override recorded.

Built for regulated environments. Ready for audits from day one.

Audit-ready by default
Measurable impact

Numbers, not narratives.

60%

faster claim
settlement

75%

less manual
re-keying

15d

kickoff to
working prototype

100%

audit trail
coverage

Based on industry benchmarks from UAE and GCC insurance operations. Actual results measured during each IntakeIQ Sprint engagement.

The IntakeIQ Sprint

15 days. Fixed price.
Measured result.

Not another pilot that drags for months. A paid sprint with a working prototype, KPI baseline, and a clear path to production.

1-3

Map & Measure

We map your actual workflow, collect sample documents, and establish the KPI baseline. Success criteria are defined before any code is written.

4-7

Build v1

Document classification, field extraction, and intake record generation — built on your real document types, not generic samples.

8-10

Route & Summarize

Confidence-scored routing rules, adjuster-ready summaries, draft acknowledgement messages, and the complete audit trail.

11-13

Test & Validate

Real or redacted documents run through the system. Measured against the baseline. Edge cases addressed. KPI improvement proven.

14-15

Readout & Rollout Plan

Live demo with before/after comparison. Clear rollout plan with production architecture, timeline, and fixed-price proposal for full deployment.

What you get in 15 days

Workflow map with KPI baseline

Your current process documented with measurable starting point.

Working prototype

In a secure sandbox or client-approved environment. Not slides.

Field extraction for your document types

Policy numbers, claimant data, exposure types, dates, narratives.

Routing rules with confidence scoring

Including review path for low-confidence decisions.

Summary + draft communications

Adjuster-ready briefs and acknowledgement letters.

Rollout plan with production quote

Timeline, architecture, integration approach, fixed pricing.

Beyond insurance

Same engine.
Different documents.

IntakeIQ's document-to-decision engine works anywhere documents arrive, data gets extracted, and decisions get routed.

Insurance Operations

Claims intake and triage. Underwriting submission ingestion. Subrogation workflows. Acknowledgement letters.

Primary focus

Trade & Logistics

Bill of lading processing. Commercial invoice validation. Pre-alert inbox ingestion. Exception management.

Expansion vertical

Compliance & KYC

KYC evidence packs. Case narrative generation. Investigator assist. Audit-ready documentation and decision memos.

Expansion vertical
Is this for you?

Built for operations leaders
who buy outcomes.

You do not need an internal AI team. You do not need a 6-month transformation project. You need one workflow working better in 15 days — with measured proof that it does.

Check if IntakeIQ fits your workflow

Mid-market MGAs, TPAs, brokers, and carriers

25–200 ops staff. Steady claims volume. SLA pressure that does not let up.

Document-heavy intake workflows

Claims via email + portal. Manual data entry. Spreadsheet routing. Repeated summaries.

Heads of Claims Ops, COOs, Operations Directors

People who measure cycle time and backlog — not people who buy technology for its own sake.

Any geography — global delivery

Operations in Dubai, Riyadh, Mumbai, London, or Singapore. We deliver remotely and on-site.

20-minute workflow review

Ready to fix your
claims intake?

Book a 20-minute workflow review. We look at your actual process and tell you exactly what IntakeIQ can do for it — no pitch deck, no discovery marathon.

Book Your Workflow Review
20 minutes No commitment Your workflow, not a sales pitch