Workflow

Claim-to-Settlement

Claim filed. Faster settlements. with agents, systems, and approvals wired into one flow.

Claims systemDocument storePayment
End-to-end flow

How Claim-to-Settlement actually runs

Three deployment patterns, two demo businesses. fully populated Trigger → Context → Controller → Agent → Action → Approval → Dashboard.

Variant
Agent-only

Fully autonomous claim-to-settlement. agent runs end-to-end inside policy. Humans see the dashboard, not the work.

Demo business
Coastal Realty
Real estate · Residential brokerage, 240 agents across 18 offices.
Outcome
FNOL → settlement 14d → 38h, leakage −2.6pts
TriggerClaim filed arrives in claims system…ContextController pulls live context from C…ControllerClaims Triage Agent classifies the c…AgentSpecialist agents (Claims Triage Age…ActionAgent triages, requests missing docs…ApprovalSkipped (in policy)DashboardOperators at Coastal Realty watch a …
Trigger → Context → Controller → Agent → Action → Approval → Dashboard
  • Trigger

    Claim filed arrives in claims system at Coastal Realty.

  • Context

    Controller pulls live context from Claims system + Document store. customer record, history, entitlements, balances, and current SLA state.

  • Controller

    Claims Triage Agent classifies the case, picks the right play from the policy library, and dispatches the work.

  • Agent

    Specialist agents (Claims Triage Agent, Document Agent, Fraud Check Agent) execute in parallel. extracting fields, calling APIs, drafting responses, and writing back to claims system.

  • Action

    Agent triages, requests missing docs, runs fraud checks, and proposes a settlement amount.

  • Approval

    Anything over the settlement amount threshold pauses with a one-click approval card to the named human owner. everything else ships autonomously.

  • Dashboard

    Operators at Coastal Realty watch a live board: volume, cycle time, exception rate, value captured, and per-agent confidence. drillable to the underlying ledger.

What's wired in

Systems, agents & approvals

Specialist agents
  • Claims Triage Agent
  • Document Agent
  • Fraud Check Agent
  • Settlement Agent
Systems wired in
  • Claims system
  • Document store
  • Payment
Human-in-the-loop approvals
  • Settlement amount
Value captured

What Claim-to-Settlement returns to the business

Outcome 1
Faster settlements
Outcome 2
Lower leakage

Run Claim-to-Settlement as an agent, not as a backlog.

We map the trigger, wire the systems, ship the agents, and put the dashboard on your wall. in four weeks.