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Short guide: Insurance
Claim form, report, photos: which file is where? Now documents with the same claim number stay linked. Claim forms, photos, repair estimates, expert reports and invoices arrive by mail, email and field staff, often handwritten.
This guide is available in 21 languages; on this page you download the English version. Free, no registration.
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MoreWhat's inside
- The problem
- The way with PaperOffice
- In the app
- An example
- Checklist
- Frequently asked questions
- How to start
Who it is for
For insurers, brokers and claims adjusters.
Key facts
- Take everything in, photos too
- Read handwriting
- Claim data as fields
- Link by claim number
- Check submitted PDFs
Questions and answers
Frequently asked questions about this download
How does PaperOffice work with our policy system?
Policies, reserves and payments stay in your systems. PaperOffice reads the documents around them. You pull claim numbers, amounts and dates into your system as an export or via the REST API, and AI assistants ask over MCP.
Does PaperOffice compare estimate, report and invoice?
Use “Ask Agent” to ask Document Chat which items differ between estimate, report and invoice. It reads the documents and shows the ones it found below the answer. You decide on the settlement after a look at the original.
How does PaperOffice check submitted documents?
The Trust Agent checks PDFs for hidden and covered text, embedded files and, from Premium, contradictions between text layer and page image. It returns a risk score and findings with page. Your reviewers assess every result against the original.
What happens to invoices submitted twice?
With AI-DMS Premium, PaperOffice checks whether the content or the issuer's document number already exists in the account for the same document type. A match appears on the document as “Possible Duplicate” with its reason. You decide before anything is settled twice.
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