CLAIM JOURNEY

From the property to a prepared claim.

A practical look at how physical evidence, organized records and reviewed AI assistance can support each stage of adjusting.

Discovery proposal · Review draft

Every step starts with something you can verify.

Facts and evidence-based decision-making, grounded in physical, measurable information.

Collect policies, correspondence and intake details. AI assistance: Sort documents and flag missing information.

Human check: Confirm claim identity and authority.

Record dimensions, materials and instrument readings. AI assistance: Organize field notes and measured records.

Human check: Verify units, location and measurement source.

Link photos, reports and notes to the relevant component. AI assistance: Build a photo index and document chronology.

Human check: Compare material facts with original records.

Compare verified quantities and authorized pricing sources. AI assistance: Draft schedules and flag discrepancies.

Human check: Approve scope, quantities, prices and assumptions.

Assemble the package and prepare clear communications. AI assistance: Check completeness and draft summaries.

Human check: Confirm facts and approve release.

Reconcile correspondence, open tasks and completed work. AI assistance: Summarize updates and propose priorities.

Human check: Verify deadlines, obligations and closure.

Keep measurements, observed conditions and reported information distinct. Cause and coverage require appropriate professional review.

Establish a baseline, then compare assisted work after human review and correction. All efficiency opportunities are proposed, no guaranteed savings.

US $15,000 fixed-fee discovery & AI readiness assessment

Implementation, hosting and ongoing support are separately scoped.