Insurance & Claims
Replace insecure email submissions with secure, trackable document collection. Process claims faster with AI-powered data extraction and automated workflows.
Mark Underwood
Claims Operations Manager
Insurance | 100-500 employees
Mark's team processes hundreds of claims weekly. Every claim involves multiple document types - photos, invoices, medical reports, police reports - often submitted in inconsistent formats via email.
Challenges
Mixed Document Formats
Documents arrive as PDFs, photos, scans in various quality levels. Manual sorting and review creates bottlenecks.
Insecure Email Submissions
Sensitive documents sent via email are hard to track and lack security controls.
Manual Data Entry
Adjusters manually extract information from documents and re-enter into claims systems.
Regulatory Compliance
Audits require complete, traceable document history that's difficult to produce from scattered emails.
Slow Processing
Manual review creates inconsistent decisions and long wait times for claimants.
How Dropie Solves These Problems
Create secure, organized claim submission portals. AI extracts data from documents. Complete audit trails satisfy regulatory requirements.
Typical Claims Workflow
Claim Initiated
Claimant receives secure link to claims submission portal.
Information Collected
Claimant fills out claim details and uploads supporting documents (photos, invoices, reports).
AI Processing
AI extracts key data from uploaded documents - dates, amounts, policy numbers.
Case Created
Claim record automatically created with all documents attached and organized.
Review & Documents
Adjuster reviews claim. System generates required forms and correspondence.
Signature Collection
Any required authorizations sent for digital signature.
Client Portal Access
Claimant can track status and access their documents through secure portal.
Features Used
Secure Forms
Replace email with encrypted submission forms for all claim documents
AI Document Processing
Extract policy numbers, dates, amounts from submitted documents
Smart Workflows
Route claims through review process automatically
Document Generation
Generate claim acknowledgments, correspondence, and settlement documents
E-Signatures
Collect authorizations and settlement agreement signatures
Client Portals
Give claimants access to their claim documents and status
Audit Trails
Complete audit history for every document and action for compliance
White Label
Brand the experience with insurance company branding
Benefits
Faster Claims Processing
Reduce processing time with automated data extraction and routing
Secure Submissions
Replace insecure email with encrypted document collection
Complete Audit Trails
Every document access and action logged for regulatory compliance
Organized Documentation
All claim documents in one place, automatically categorized
Better Client Experience
Claimants track their claim status through self-service portal
Reduced Errors
AI extraction reduces manual data entry errors
Implementation Steps
Create Claim Forms
Build forms for each claim type with fields for claim details and document uploads.
Configure AI Extraction
Set up AI to extract policy numbers, dates, and amounts from common document types.
Create Document Templates
Upload templates for acknowledgments, authorizations, and settlement documents.
Build Workflows
Create workflows for different claim types with appropriate routing and approvals.
Set Up Client Portals
Configure portals for claimants to access their documents and track status.
Apply Branding
Customize with insurance company branding across all client touchpoints.