For claims advocates and claims leaders
Advocate faster, with the whole file in front of you.
SoterAI reads the claim file, the policy and the carrier correspondence and gives your claims team triage, coverage positions, escalation drafts and review-meeting packs, every clause and figure cited to the page.
Reservation of rights: Hartwell Foods
Coverage memo
- Position
- Water damage likely falls within the covered peril; the carrier's exclusion applies to gradual leakage onlyPolicy form, p. 18 · clause 4(b)
- Carrier cites
- Late notice under conditionsCarrier letter, p. 2
- Draft
- Response to carrier, ready for advocate review
- Status
- No activity in 27 days: flagged by tracker
Illustrative example, not customer data.
45–90 min
a day on inbox triage and first-notice drafting
30 days
the stale-claim threshold your tracker flags automatically
1–2 hrs
of spreadsheet review replaced per reporting cycle
The day in the job
Intake, tracking, correspondence and review prep run as workflows, and the advocate's time goes to the argument, not the file.
- Forty emails, six of them might be new claims.
- The carrier's reservation of rights needs a response by Friday.
- Which open claims have had no activity this month?
- Client review on Thursday; the pack is a spreadsheet and a stack of PDFs.
Workflows for claims
Start with the library. Build the rest.
Claims Advisor
LibraryTriage a claim issue, weigh options, produce claim-ready notes, letters and carrier or TPA escalations.
See the workflowPolicy Comparison
LibraryTwo or more policies clause by clause, with claims-handling implications.
See the workflowTPA / Carrier Performance Analysis
LibraryClaims handling, service levels, financial outcomes and compliance; stewardship-ready.
See the workflowReturn to Work Advisor
LibraryRestrictions against job demands, modified-duty options and RTW plans.
See the workflowClaim Intake
EnterpriseStructured intake from incident submissions.
Claims Coverage Review
EnterpriseWhether coverage may be triggered, and the key terms, from the submission.
How it works
Bring it. Run it. Get it. Track it.
Bring
The claim file, the policy, the carrier letter, the loss run.
Run
Claims Advisor for the position, Policy Comparison when two policies may respond.
Get
A coverage memo with cited clauses, a drafted response to the carrier, a client-ready summary.
Track
A master claims tracker that flags any claim with no activity in 30 days, and a daily inbox monitor that drafts first-notice emails for a person to approve.
Built by a customer
A brokerage claims desk runs a daily inbox monitor that spots new-claim emails, extracts the claim facts and drafts first-notice emails for a human to approve. It feeds a master claims tracker, a monthly claims dashboard, the agenda for every client claim review and the responses to carrier denial letters.
45–90 minutes a day saved on intake and first-notice drafting.
Build your own
"Read carrier summary notes or emails and write a two-paragraph internal file note on claim status with next steps."
That became the desk's file-note workflow, used after every carrier update.
Explore the workflow libraryProof
What teams like yours report.
Claims workflows are the most repeat-used insurance workflows on SoterAI.
What you would ask
Straight answers.
What moves
- Claim cycle timeClaim Intake, Claims Advisor
- Time to first noticeInbox monitor
- Stale claims per advocateMaster tracker
- Client retention at renewalTPA / Carrier Performance Analysis, stewardship reporting
Can it send anything to a carrier on its own?
No. Every notice and letter is a draft until a person approves it; the intake monitor routes candidates to a review folder.
How is this different from the carrier's claims AI?
Carrier tools serve adjusters. SoterAI sits on your side of the table: it reads the policy for the insured's position and prepares your advocacy.
Our claims data lives in the AMS and in carrier portals.
Start with the exports you already pull (Epic claims exports, loss runs); the tracker and dashboards read those directly.
Frequently asked questions.
Other teams
Every team on one platform.
- Risk controlClient-ready loss-control work, same day
- Account managementBring servicing back in-house
- BenefitsThe whole renewal, one workflow at a time
- ProducersWalk in knowing the account
- Carriers & captivesRisk intelligence at portfolio scale
- Brokerage leadersEvery practice on one platform
- All insurance teamsThe full SoterAI for insurance overview
Ready to put the whole file in front of every advocate?
Tell us how many open claims your desk carries and we'll show you intake, tracking and review prep in one call.
When the form asks which team, choose Claims.
Talk to our team
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