First-notice summaries
Turn the notification email, loss notice and scanned forms into a claim record and a first-notice summary in your format.
Intake and first-notice summaryAutomating claim files, submissions and policy checks.
Humans review the evidence.
Navi reads the claim file and prepares the update, coverage position or reserve recommendation. It fills your templates, drafts the emails and tracks missing documents and approvals through to sign-off.
- Quote
- Binder
- Policy
Policy checkPL-88213
- Read policy and binder
- Compare 42 terms
- Flood limit differs
- Draft correction
Correction requestDraft
EditApprove
Part of the claim isn't covered.
Run a coverage check on the claimant's schedule of loss. Navi tests each head of claim against the wording, cites the clause and flags the £12,750 that falls under the own-product exclusion. Your handler confirms the position before anything is paid.
What can I help with?
Workflows
Coverage check
- 01Gather documents
- 02Run coverage check
- 03Human review
- 04Draft payment note
- 05Send to claims lead
5 steps
From documents
to finished work.
- 01
Set up the workflow once
Choose the documents it reads, the checks it runs and the output it produces. Your claims guidelines, authority limits and templates go in from the start.
- 02
It runs on every new file
When a report, invoice or letter arrives, the workflow reads it against the claim file and runs your checks. It drafts the update, coverage position or reserve recommendation, and requests any missing documents.
- 03
Your team reviews and signs off
Handlers see only what needs a decision: conflicts, gaps and anything over their authority. Each point links to its source page, and nothing goes out without approval.
Automate the busy work, stay in control of quality.
Updating a claim file, checking losses against policy, and insurer reporting. Configure Workflows around the most time consuming tasks to enable better decisions.
For claims teams
Claims Workflows runs on WorkflowsClaim file updates
Add each new report or letter to the file and see what changed since the last review, linked to the page.
What changed on the fileCoverage checks
As new facts come in, check the date, location, parties and cause of loss against the wording, with each clause cited.
Coverage checkInsurer reports
Draft the periodic report to each insurer client in their format, with every figure linked to its page.
Insurer reports and updatesReferrals and follow-ups
Flag files that meet your escalation criteria and draft the referral with the evidence attached.
Escalation and follow-upsFor brokers and MGAs
Submission packs
Bring client emails, schedules and loss runs into a submission. Ask for missing information before it goes to market.
Broker submission preparationPopulated forms
Use the browser extension to fill forms with information from the case. Check the fields before submitting.
MGA submission intakeQuote comparisons
Compare premiums, limits, excesses and wording. See which terms differ and where each figure came from.
Quote comparisonPolicy checks
Check the issued policy against the quote and binder. Review discrepancies and a prepared correction request.
Policy checkingBranded proposals
Populate your proposal template with the comparison and recommendation. Edit the draft and approve the final version.
Proposal generationEmails ready to edit
Prepare a missing-information request, an insurer update or a client email alongside the case. Your team reviews the wording before sending.
Your templates, rules and systems.
Your templates
Use your claim formats, submission forms and branded proposal layouts. Navi prepares the draft in the format your team needs.
Your business rules
Check cases against your escalation criteria, client requirements, appetite, underwriting guidelines and delegated authority. Review exceptions before deciding how to proceed.
Your systems
Fill forms through the browser extension and connect the systems involved in the case. We agree the required connections with your team during implementation.
Preparing application information for review.
HypoHaus uses Parsewise to map mortgage application documents into underwriting templates, flag missing information and identify inconsistent income figures. The team can trace the figures back to their source documents.
Read the HypoHaus storyCheck the evidence
before you decide.
Open a source citation to check a figure or clause. Review low-confidence results and conflicting information before you use the output.
- Exact source citations for checking the underlying documents
- Version history and role access
- Professional review of the final work
Hosted in Europe
Documents, data and model inference stay in Europe, on every plan.
- MFA as standard. SSO on Business and Enterprise.
- SOC 2 Type II and GDPR.
Priced per seat, with
unlimited workflow runs.
Compare plans A workflow run is one execution of a task on a case and its documents. Each run has a hard maximum of 500 pages and uses medium-complexity extraction.
Workflows is included in Growth, Business and Enterprise. Standard workflows are ready off the shelf and included; custom workflows are scoped and charged separately. There are no workflow usage credits or overages.
Need to analyse a portfolio?
Analytics works across larger datasets and can use previous Workflows case data. It is available on Business and Enterprise and uses a separate credit model.
Explore AnalyticsWhich task would you hand to Navi?
Start with the workflow taking up your team's time. We'll show how Navi handles it, discuss your wider needs and build a custom demo your team can test.
