From raw claim bundles to review-ready handoffs.
IntakeIQ automates the heavy lifting of claims document processing while keeping your team in total control of the final decision.
Collect Material
Documents arrive through the channels your team already uses: shared inboxes, portal uploads, or broker attachments. We consolidate them into one stream.
Read & Classify
The workflow identifies the type of file, separates evidence from narratives, and organizes materials so the case starts with structure instead of inbox noise.
Extract & Flag
Key details like claimant identity, policy references, and loss dates are extracted. Any missing or unclear items are flagged immediately for attention.
Prepare the Handoff
Instead of raw documents, the next team receives a concise summary, routing suggestions, and direct source links to move faster.
Human Review & Audit
People stay in control. Low-confidence items are surfaced for review, and every change is logged for a permanent, traceable audit trail.
The 15-Day Sprint.
We don't believe in months of planning. We prove value by automating one specific workflow in two weeks.
Workflow Mapping
Defining document types and intake paths before build work begins.
Extraction Engine
Configuring AI to read your specific industry forms and evidence.
Clean Handoff
Summary and traceability packaged for the next reviewer.
Post-Sprint Review
Evidence-based recommendation to expand or integrate.