Private AI for insurance claims teams

Summarize claim files, search policy language, organize evidence, and prepare adjuster notes while keeping sensitive insured data under your control.

Claim-level authorization
Policy citation requirements
Supervisor approval gates
Deployment brief
Insurance workspace
Audience

Claims administrators, carriers, TPAs, adjuster teams, and risk operations groups.

Claim-level authorization
Policy citation requirements
Supervisor approval gates
Operational audit trails
Claim
Summaries tied to notes, documents, photos, and correspondence
Policy
Coverage language search with cited source excerpts
QA
Supervisor checkpoints before consequential actions
Audit
A record of prompts, retrieval, approvals, and outputs
Review posture

Built for claims file access controls, policy citations, reviewer checkpoints, and logs that support internal QA.

Claim
Summaries tied to notes, documents, photos, and correspondence
Policy
Coverage language search with cited source excerpts
QA
Supervisor checkpoints before consequential actions
Audit
A record of prompts, retrieval, approvals, and outputs
Operating boundary

Assistance stays accountable.

Built for claims file access controls, policy citations, reviewer checkpoints, and logs that support internal QA.

The reviewer owns the decision

Sotaire supports research, analysis, drafting, and triage. Authorized professionals remain accountable for the final work.

Answers depend on approved sources

Citations make the source trail visible; missing, stale, or inaccessible material still requires human judgment.

Tools stay within configured scope

Repositories, integrations, and actions are enabled for the deployment rather than assumed to be universally available.

Use cases

High-value work, kept inside the boundary.

These workflows are tuned for claims administrators, carriers, tpas, adjuster teams, and risk operations groups.

How tailoring works
Claim file summaries

Condense long file histories into timelines, open issues, missing items, and reviewer notes.

Policy and coverage search

Find relevant policy language, exclusions, endorsements, and internal handling rules.

Evidence organization

Group documents, correspondence, and photos into claim-specific context for adjuster review.

QA and escalation notes

Prepare draft explanations and escalation summaries for human review.

Workflow

From controlled knowledge to reviewed output.

The deployment rhythm stays consistent: scope the data, retrieve with evidence, and route consequential work through the accountable people.

01
Claim workspace

Scope users, agents, and documents around claims, lines of business, and supervisory rules.

02
Policy-grounded assistance

Answer operational questions from policy documents and approved internal procedures.

03
Supervisor review

Route consequential notes or recommendations to the right reviewer before use.

Integration layer

Built around the systems your team already trusts.

Sotaire connects approved repositories, templates, exports, and policy sources while preserving the local network boundary.

Claim exports
Policy forms
Procedure libraries
Evidence folders
Dedicated hardware

One customer environment per deployment.

Scoped retrieval

Answers come from approved local sources.

Brokered access

Only explicit external paths are allowed.

Review evidence

Prompts, sources, and approvals stay auditable.

Insurance FAQ

Questions before scoping.

A few practical answers for teams deciding whether private AI belongs inside their workflow.

No. It supports claims review workflows with citations and human oversight. Claim decisions remain with authorized staff.

More sectors

Explore other private AI use cases.

Scope a private AI deployment for insurance.

Tell us about your data, workflow, access model, and review requirements. We will map the right local deployment.

Start with a 30-minute scope

Bring the workflow, the sensitive sources, and the review rules. We'll map the deployment boundary and next step.