Explore policyholder onboarding, claims documentation, policy agreements and controlled evidence review for insurers.
Policy applications and claims draw on declarations, identity records and supporting documents supplied at different times. Claims handlers need to understand which records relate to the event under review.
The proposed workflow organizes submission and review without treating extraction as a coverage decision. Policy terms, fraud escalation and settlement authority stay with the insurer.
Challenge Identity and declarations may arrive through several channels.
Proposed workflow Capture supported identity documents and prepare the policy checklist.
Expected benefit Identify missing readings before underwriting review.
Challenge Handlers receive invoices, reports and supporting records separately.
Proposed workflow Organize the claim pack and present source-linked values for review.
Expected benefit Keep the evidence associated with the claim event.
Challenge Applicants need clear final terms and acceptance steps.
Proposed workflow Plan agreement review and the required acceptance evidence.
Expected benefit Make completion and outstanding actions easier to follow.
Challenge A later enquiry needs the records supporting the outcome.
Proposed workflow Retain authorized claims documents and review context.
Expected benefit Support consistent retrieval for an authorized reviewer.
Start with a defined use case. Confirm availability, supported scope and acceptance criteria for each product.
Capture supported identity documents and prepare the policy checklist.
Use case: Policyholder onboardingCapture supported identity documents and prepare the policy checklist.
Use case: Policyholder onboardingOrganize the claim pack and present source-linked values for review.
Use case: Claims document reviewPlan agreement review and the required acceptance evidence.
Use case: Policy acceptanceThis illustrates the intended portfolio journey. Only supported ID Secure capture is available for evaluation today; the connected stages require agreed development and validation.
Identify missing readings before underwriting review.
Keep the evidence associated with the claim event.
Make completion and outstanding actions easier to follow.
Support consistent retrieval for an authorized reviewer.
Qualitative objectives for evaluation, not measured performance claims.
A claims handler compares an extracted invoice reference with the submitted record before continuing review.
An operations team locates the final policy agreement and outstanding participant response.
Design the insurance workflow around its records, users and responsibilities.
Explore deployment planning Explore planned Security AssuranceNo. Coverage depends on policy terms and the insurer’s authorized assessment. Extracted readings require review.
It does not establish a qualified insurance fraud decision. Agree supported checks and evaluate any proposed detector separately.
Yes. Define evidence requirements for each claim type and preserve the reason when an exception is approved.
Retention and disposal depend on record purpose, insurer policy and applicable requirements. Agree those controls before rollout.
Discuss your insurance document volumes, approval responsibilities and deployment preferences with CEBS.