Case Maker
Case referral without the phone calls.
Replaces the manual process of routing investigation cases from first contact to assigned investigator. Verifies requesters and looks up claims automatically.
Case referral without the phone calls.
Case intake is manual, inconsistent, and slow. Adjusters submit referrals by email or phone, claim numbers get mismatched, and cases sit unrouted for hours.
AI-powered intake engine that verifies the requester, looks up the claim, and creates a structured case record in real time with no manual data entry.
Built on the existing case management API. Every case synced in real time. No parallel systems or duplicate records.
Tracked against intake time, error rate, and time-to-assignment across all active engagements.
Capabilities In The Box.
Intake
Incoming referrals from email, phone, or web form are parsed and structured into validated case records before they reach an investigator.
Referral
Cases route automatically to the right investigator based on case type, region, and workload — no dispatcher in the middle.
Claim Lookup
Every referral is matched against the live claim record so the case opens with the right context attached.
Case Routing
Configurable routing rules send each case to the correct queue or owner. Adjust by region, line of business, or team without code changes.
System Sync
All case creation, updates, and status changes flow through the case management API in real time. No duplicate systems, no manual re-entry.
Status Tracking
Every case is tracked from intake to assignment to close. Stuck cases surface automatically before they age out.
How It Actually Works.
Case System API Layer
All case creation, requester verification, and status updates happen via the existing case management API. No shadow system. The platform is a layer on top of what already exists.
AI Intake Engine
Incoming referrals are parsed, structured, and validated before a case is ever created. Missing fields surface immediately rather than arriving incomplete on the investigator's side.
Requester Verification
Every submission is matched against a verified requester before the case opens. Unauthenticated submissions stage for review rather than creating unverified records.