Claim submission
Screen 1
Claim submission
Guided intake with document upload, OCR-assisted verification, and a clear timeline of next steps.
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FinTech · 2022
Insurely Claims Portal
Digital claims intake, document verification, and status tracking for insurance customers.
Client: Everest Insurance PartnerStatus: Completed
Overview
About this project
Insurely digitizes insurance claims from intake to resolution. Customers upload documents, track case status, and receive updates while back-office teams assign and verify cases.
Screenshots
See the product in action
Key screens from Insurely Claims Portal with a short description of what each view does for users.
Case management
Screen 2
Case management
Adjusters view assigned claims, update status, and attach internal notes from a filterable queue.
Challenge
Paper-based claims created long turnaround times and poor customer visibility.
Solution
Secure portal with OCR document upload, case assignment, and customer timeline updates.
Results
- Claim TAT reduced by 35%
- Customer self-service adoption at 70%
- Lower call-center load
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