Read the full storyBevaya’s AI agents reduced our claims indexing from 5 days to under an hour. The accuracy was better than our most experienced staff on day one.
AI Agent · Claims
Meet your AI Agent for Claim File Summarization.
Hundreds of documents per claim, across dozens of sources. Claims File Summarization reads every one, triangulates the facts that matter, and produces role-specific briefs your team can act on. No more file dives. No more starting from zero.
Triangulated summary across 0 documents
Trusted by leading P&C carriers, brokers, and TPAs
The operating reality
The facts are in the file.
Finding them takes days.
Complex claims arrive piecemeal, across sources, over months.
Adjusters spend more time reconstructing the story than acting on it.
The facts are scattered
Claim information is scattered across many separate documents, and no single document shows the full story.
Every reassignment starts from zero
A claim that changes hands to a supervisor, attorney, or senior adjuster means another full file review. The work doesn't transfer with the file. The clock keeps running.
Critical details get missed
Late demands, missed deadlines, coverage triggers, subrogation opportunities. The cost of missing one is bigger than the time it would have taken to find it.
How it works
Reads every source. Connects every fact. Summarizes for every role.
Claims File Summarization doesn't summarize one document at a time. It reads across the entire file, triangulates facts between sources, and produces the summary the right person needs.
NUMBER
Production reality
Built and proven at scale
99% straight-through processing and 246% ROI in just 6 months.
Fortune 500 Carrier Property & Casualty
We evaluated six AI vendors. Bevaya was the only one that understood our underwriting workflows from day one — no six-month education period.
Chief Underwriting Officer Specialty Carrier · $2B+ GDP
The confidence scoring changed everything. Our reviewers know exactly which items need attention and which can go straight through. We trust it.
Director of Operations Workers’ Compensation Insurer · 74 NSP
Cut COI turnaround from 24 hours to minutes and saved millions.
Top-5 Broker National
THE ENGINE INSIDE
Most AI summarizes one document.
InsurGPT™ understands the whole file.
Claims File Summarization is powered by InsurGPT™, Bevaya's mosaic of specialized models trained on 300M+ real insurance documents. Specialized models read each document type — medical bills, demands, ACORDs, policy forms.
Triangulation across sources
InsurGPT™ doesn't summarize a single document and call it done. It reads the full file, cross-references facts between sources, and reconstructs the story no individual document contains.
Cross-Document Verification | Cross-checked
Pulls the same fact from every source in the claim — police reports, medical narratives, demand letters, FNOL — and reconciles inconsistencies before they reach your queue.
Timeline Reconstruction | Sequenced
Builds a unified chronology of the loss event from scattered timestamps across the entire file, so the story reads in order — not in the order documents arrived.
Conflict Detection | Flagged
Flags contradictions between documents — a date of loss in the FNOL that doesn't match the medical narrative — before they become a coverage dispute.
Role-specific intelligence
Same file, different summaries. An adjuster's brief is not a supervisor's brief is not an attorney's brief. The Agent knows which facts matter to which role and surfaces them accordingly.
Adjuster Brief | Tactical
Tactical view: claim status, current exposure, missing documents, and next-best actions. The working summary an adjuster reads between calls.
Supervisor Brief | Portfolio
Portfolio view: reserves vs. severity, escalation risk, SLA exposure, and which files need a second look before they go sideways.
Litigation Brief | Exposure
Risk view: legal demands, damages cited, exposure vs. policy limits, and the timeline a litigator needs before responding to opposing counsel.
Grounded, never invented
X-Ray Mode shows the source document for every fact in the summary. Adjusters verify in one click. Hallucinated claim details have no path to production.
X-Ray Mode | Traceable
Click any fact in the summary and jump straight to the exact page, paragraph, and coordinates where it was sourced — no manual searching through multi-page PDFs.
Field-Level Citations | Cited
Every extracted value carries its origin — page number, line, and X/Y position on the document — so verification takes seconds, not minutes.
Confidence Thresholds | Calibrated
Every fact ships with a calibrated confidence score. Set the bar where you want it: above auto-processes, below routes to a human reviewer.
What It Does
Claims File Summarization AI Agent
How it works
An AI layer that sits on top of your existing stack.
Bevaya orchestrates the tools your team already uses. Your stack stays in place. The intelligence layer over it.
(Outlook)
Bevaya
Intelligence + orchestration layer for insurance workflows
Industries
Claims
Alerts
Alerts
MORE AI AGENTS FOR CLAIMS
Your AI Workforce, across the claims lifecycle
Underwriting Automation Overview
End-to-end automation across the underwriting lifecycle — from submission intake through quote, bind, and renewal.
UnderwritingSubmission Intake
Monitors broker inboxes, classifies submissions, extracts data from ACORDs and supplementals, and populates underwriting systems automatically.
UnderwritingLoss Run Processing
Extracts and normalizes loss data across carriers, identifies trends, and produces structured loss histories ready for underwriting review.
UnderwritingSchedules & SOV Extraction
Reads Statement of Values spreadsheets and property schedules in any format, normalizes the data, and delivers clean structured exposure data.
UnderwritingACORD Form Extraction
Extracts data from all ACORD forms, validates fields against carrier rules, and pushes clean structured data into underwriting systems.
UnderwritingPolicy Renewal Handling
Pulls expiring policy data, refreshes exposures and loss runs, and assembles a complete renewal package for the underwriter.
UnderwritingPolicy to Policy Comparison
Compares expiring and renewal policy terms, flags coverage and limit changes, and surfaces material differences for underwriter review.
UnderwritingClaims Automation Overview
End-to-end automation across the claims lifecycle — from FNOL through investigation, settlement, and payment.
ClaimsFNOL / FROI Setup
Captures first notice of loss and first report of injury details from email, phone, or portal, structures the data, creates the claim file, and assigns it to the right adjuster.
ClaimsClaim to Policy Comparison
Compares loss details against policy terms to surface coverage, exclusions, and obligations before the adjuster makes a call.
ClaimsClaim Indexing
Classifies, indexes, and routes claims documents to the right adjuster or team. Handles hundreds of document categories with up to 99% STP.
ClaimsLegal Demands Identification & Extraction
Reads demand letters and legal correspondence, extracts allegations, damages, and deadlines, and routes them with full context to the claims team.
ClaimsMedical Bill Identification & Extraction
Reads medical bills and provider records, extracts CPT/ICD codes, charges, and dates of service, and links them to the claim for adjuster review.
ClaimsInvoice Payment Processing
Processes vendor and provider invoices against claim files, validates against authorized services, and routes for payment approval automatically.
ClaimsClaim File Summarization
Reads complex claim files and produces role-specific summaries. Key details, timelines, and action items surfaced for the adjuster.
ClaimsPolicy Servicing Automation Overview
End-to-end automation across policy servicing — from endorsements and certificates through billing inquiries and audits.
Policy ServicingEndorsement Processing
Reads endorsement requests, validates against the policy, drafts the change, and routes it for approval and issuance.
Policy ServicingCOI Creation
Generates Certificates of Insurance from policy data, validates additional insured language, and delivers certificates to brokers and insureds automatically.
Policy ServicingPremium Audit Processing
Classifies audit documents, extracts payroll and classification data, populates systems, and requests missing information from policyholders.
Policy ServicingCustom AI Agents
Don't see the AI Agent you need?
Bevaya's platform extends to fit your operation. We can build a custom AI Agent for your specific underwriting workflow — trained on Bevaya's insurance-native AI and integrated with your systems.
Resources & insights
More resources on AI in Claims

Research
Page stream segmentation with LLMs
How Bevaya Labs approaches a foundational problem in insurance document AI.

Case Study
Workers' comp carrier processes claims 100x faster
How indexing automation delivered 432% ROI in 12 months.

Architecture
Inside the Bevaya platform architecture
How specialized models, HITL controls, and integrations come together in production.
FAQ
Frequently asked questions
Document summarizers summarize one document at a time. Claims File Summarization reads across the entire claim file — medical records, bills, demands, correspondence, every source — and triangulates facts between them. The output is a synthesized view of the whole claim, not a summary of one piece of paper.
Yes. The Agent generates role-specific summaries from the same underlying file. An adjuster sees action items and key facts. A supervisor sees reserves, risk indicators, and exposure. An attorney sees deadlines, demands, and legal exposure. Same triangulated analysis, different lens for each role.
Works across all P&C claim types — workers' compensation, auto, general liability, professional liability, and more. The Agent is most differentiated on complex, multi-document files where manual review takes days.
Most claim files are summarized in seconds. Complex files with thousands of pages take minutes. Summaries refresh automatically as new documents arrive.
Yes. Summaries can be delivered directly into Guidewire ClaimCenter, Salesforce Industries, Duck Creek, and other major claims systems. Or accessed via email, Slack, or Microsoft Teams.
Every fact is grounded to its source page using X-Ray Mode. Confidence scoring on every extracted field. Your team can review and refine through patented HITL controls, with full audit trails.
Production-ready in weeks, not months. Pre-trained on insurance documents, ready for your file types from day one. Bevaya manages the deployment end-to-end.
Bevaya is SOC 2 Type II certified, with deployment options that meet HIPAA-compatible requirements. All data processing follows your organization's compliance requirements. Visit the Bevaya Trust Center for full security and compliance documentation.
Yes. The Agent can generate summaries for any open claim file in your system on demand, including files that were opened years ago.












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