Assign claims instantly
Insurance Claims Triage Agent
Every claim, routed with precision
Delegate first-pass claim review to a purpose-built AI agent. It reads FNOL submissions, evaluates severity and complexity using your rules, and automatically routes each claim to the right adjuster or team—within seconds.
Ideal for
Risk & Compliance
Time comparison
Traditional way
10-15 minutes per
claim
With ASSIST AI agents
15 seconds
Average time saved
98%
Why Assist AI
Automated Severity Assessment
Reviews FNOL reports and claim forms to understand the loss, then classifies severity (low/medium/high) using your criteria.
Complexity-Based Routing
Applies your assignment rules automatically—fast-tracking simple, low-value claims, routing complex commercial losses to senior adjusters, and handling everything in between.
Early Fraud Detection
Checks initial claim documents for common red flags and escalates suspicious cases to SIU for review.
Litigation & Subrogation Flagging
Flags claims likely to involve litigation (such as attorney representation) or subrogation opportunities, so they reach the right specialists from day one.
Optimized Adjuster Workloads
Keeps senior adjusters focused on high-severity, high-complexity claims instead of routine losses
Reduced Claim Cycle Time
Automating triage and assignment removes delays at intake, cutting days from the front of the claims lifecycle and improving service speed.
Interprets technical reports from the field.
To clarify risk at a glance.
Get started
Import your files
Import your files from whereever
they are currently stored
10-K Filings
Proxy Statements
Registration Statements
Annual Reports
Merger Proxy Statements
All types of Insurance documents supported
Year-over-Year Disclosure
Comparison
Executive Compensation Summary
Policy Limits & Sub-limits
Changes in Accounting Principles
Significant Customer Disclosures
Management Outlook &
Commentary
Once imported our system
extracts and organises the
essentials
More agents
Explore more agents to help you
accelerate your insurance workflows
More agents
AI Financial Due Diligence Agent
Automates data room analysis to extract financials,
normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
Get ->
AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
Get ->
Financial Valuation Agent
Automates DCF and comps analysis by pulling data,
finding comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
Get ->
AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct
rates, valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Financial Reconciliation Agent
Automates financial reconciliation by matching
transactions and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
Get ->
Next steps
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show you
how the AI agent can analyze its latest filing
and deliver a summary of key changes and
insights instantly.
Get custom demo
in
V7 Go transforms documents into strategic assets. 150+ enterprises
are already on board:
Analyze filings 95% faster
Insurance Claims Triage Agent
Every claim, routed with precision
Delegate first-pass claim review to a purpose-built AI agent. It reads FNOL submissions, evaluates severity and complexity using your rules, and automatically routes each claim to the right adjuster or team—within seconds.
Book a demo
Ideal for
Investment Analysts
Quarterly 10-Q Review
Acme Corp just filed their 10-Q.
Can you compare it to last
quarter's filing and summarize
any new or modified risk factors?
I also need a summary of the
MD&A section, focusing on any
commentary about supply chain
issues.
Play video
See AI 10-K Disclosure Analysis Agent
in action
Time comparison
Traditional way
1-3 hours per report
With V7 Go agents
5-10 minutes
Average time saved
90%
Why Assist AI
Automated Severity Assessment
Reviews FNOL reports and claim forms to
understand the loss, then classifies severity
(low/medium/high) using your criteria.
Complexity-Based Routing
Applies your assignment rules automatically
—fast-tracking simple, low-value claims,
routing complex commercial losses to senior
adjusters, and handling everything in between.
Early Fraud Detection
Checks initial claim documents for
common red flags and escalates suspicious
cases to SIU for review.
Litigation & Subrogation Flagging
Flags claims likely to involve litigation
(such as attorney representation) or
subrogation opportunities, so they reach the
right specialists from day one.
Optimized Adjuster Workloads
Keeps senior adjusters focused on high-
severity, high-complexity claims instead of
routine losses
Reduced Claim Cycle Time
Automating triage and assignment removes
delays at intake, cutting days from the front
of the claims lifecycle and improving
service speed.
Reviews initial claim documents
To automatically route each case to the right workflow.
Get started
Import your files
SEC EDGAR
,
Bloomberg Terminal
,
AlphaSense
Import your files from whereever they are
currently stored
10-K Filings
10-Q Filings
Registration Statements
Annual Reports
Merger Proxy Statements
All types of Finance documents supported
Once imported our system extracts and
organises the essentials
More agents
Explore more agents to help you
accelerate your insurance workflows
AI Financial Due Diligence Agent
Automates data room analysis to extract financials,
normalize data, and identify red flags for faster M&A.
Finance
•
Data Room Automation
•
Financial Spreading
•
Red Flag Detection
Get ->
AI Investment Analysis Agent
Synthesizes analyst reports, earnings calls, and filings to
build investment theses and bull/bear cases.
Finance
•
Investment Thesis Synthesis
•
Earnings Call Analysis
•
Bull/Bear Case Generation
Get ->
Financial Valuation Agent
Automates DCF and comps analysis by pulling data, finding
comparables, and populating valuation models.
Finance
•
DCF Model Automation
•
Comparable Company Analysis
•
Precedent Transaction Analysis
Get ->
AI VAT Compliance Agent
Automates VAT checks on invoices to ensure correct rates,
valid numbers, and regulatory compliance.
Finance
•
VAT Compliance Automation
•
Invoice Data Extraction
•
VAT Number Validation
Get ->
AI Tax Authority Correspondence Agent
Automates the intake and analysis of tax notices to extract
deadlines and summarize key issues.
Finance
•
Tax Notice Triage
•
Deadline Extraction
•
Correspondence Management
Get ->
AI Financial Reconciliation Agent
Automates financial reconciliation by matching transactions
and flagging discrepancies between systems.
Finance
•
Financial Reconciliation
•
Bank Statement Processing
•
Transaction Matching
Get ->
Can you spot a critical
new risk factor in
seconds?
Give us a company you follow. We'll show
you how the AI agent can analyze its latest
filing and deliver a summary of key changes
and insights instantly.
