Automate claims document workflows from FNOL to resolution

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Claims teams still manage critical documents across email, vendor portals, shared drives, and legacy systems. Adjusters chase missing files, read long medical records and police reports, and rekey details into the claims system. That manual work raises loss adjustment expense and leaves less time for claim decisions and policyholder communication.

In this session, follow a P&C claim from FNOL through resolution. You’ll see how a governed document workflow collects evidence and uses AI to summarize files and extract key details for human review. Automation handles document requests and approvals while preserving a governed claim file. The core claims platform remains the system of record.

We’ll also hear from DataBank about handling high-volume document intake and mailroom operations, and from Micro Strategies (MSI) about working with claim documents inside existing applications, including redaction, extracting pages, and combining documents.

Topics we’ll cover:

Collect FNOL evidence and third-party documents in a governed claim workspace
Use AI to summarize long claim documents and extract key fields for adjuster review
Route document requests and approvals while preserving retention controls and audit history

Speakers

Perry Rotella

Managing Director, Financial Services, Box
Adam Storch

Chief Solutions Officer, MSI (Micro Strategies)
Charlie Bauer

Business Development Practice Director, DataBank
Paige Vermeer

Solutions Engineer