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Practical Guide Insurance and Claims Handling
Claim form, report, photos: which file is where? Now documents with the same claim number stay linked. This guide shows how PaperOffice takes in the documents of a claim, reads them, links them through the same claim number, and checks submitted PDFs, so your team settles claims instead of searching.
The file is available in English and German; you download the version in the language of this page. Free, no registration.
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MoreWhat's inside
- One water damage claim, nine documents
- What slows claims handling down
- The process at a glance
- One Workspace per line of business
- Taking in documents
- Reading, handwriting included
- Claim data as fields
- Linking by claim number
- Photos and documents without a number
- Checking submitted PDFs
- Submitted twice, incomplete
- Asking the documents and handover
- What claims departments ask at the start
- Try it yourself in 45 minutes
- Read more: datasheets and short guide
- Your first claim in five days
- Checklist and start
Who it is for
Claims handling: You settle claims and need every document of a case read and in one place. Field adjusting: You inspect damage, take photos on site, and record claim reports. Brokers and claims service: You take in your customers' claims and pass the documents on.
Key facts
- 20 pages, with a test package to try it yourself in 45 minutes
- Each line of business gets its own Workspace with AI-DMS Premium, and a large claim can get one of its own.
- Claims mailbox, scanner, smartphone, and upload all deliver into the same Workspace. Every email attachment becomes a document of its own.
- AI-DMS Ultra also reads handwriting. An IDP Agent captures claim number, policy number, and loss date with their source.
- When AI-DMS reads the same number, written the same way and in the same field, on several documents, the Knowledge Graph links them in the same Workspace. You assign photos with a folder.
- The Trust Agent checks submitted PDFs, and the “Possible Duplicate” hint flags duplicate invoices. Your team makes the decision.
Questions and answers
Frequently asked questions about this download
Does PaperOffice replace our claims system?
No. Policies, reserves, and payments stay in your systems. PaperOffice reads the documents around them and delivers fields via export, REST API, or MCP.
Does PaperOffice link all documents of a claim?
The Knowledge Graph links documents on which AI-DMS reads the same number, written the same way and in the same field, in the same Workspace. You assign photos and documents without a number with a folder or a link.
How does PaperOffice check submitted PDFs?
The Trust Agent checks for hidden and covered text, embedded files, and, from Premium, contradictions between text layer and page image. Your reviewers assess every result against the original.
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