AI Claims Note Summariser

WHAT IT DOES

AI Claims Note Summariser is a specialized AI agent that transforms insurance claim details into comprehensive, structured summaries. When you provide claim number, policy reference, claim type, incident date, claim amount, and status, the agent returns a complete summary. The output includes a claim overview, incident summary, financial assessment, status analysis, and recommended actions. This helps insurance professionals, claims adjusters, underwriters, and legal teams efficiently document and track claims information.

HOW TO USE

Using the agent is straightforward. Open it in BotSurf by selecting it from your agent list or using the quick-launch menu. Paste your OpenAI API key once when prompted — the agent stores it securely in your browser's local storage for convenience. Describe your claim scenario by providing the claim number, policy reference, claim type, incident date, claim amount, and status. Press the "Summarise Claim" button, and the agent generates your structured summary within seconds. Review the output, copy it, or use the "Use Page Selection" button to pull text from any highlighted content in the page for faster input.

WHAT IT SENDS

This agent sends exactly the text you type into the input box or the text you select from the page — nothing more, nothing less. It does not access your files, browser history, cookies, or any other data. It does not send metadata beyond what you explicitly provide. The only information transmitted to the AI service is your input text and your API key for authentication. Usage logs record run counts for billing purposes only; they do not store, log, or retain your claim details, policy information, or any part of your summaries. The agent only processes your request when you press the button, and no background data collection occurs at any time.

SUBSCRIPTION

AI Claims Note Summariser is available for $19.99 per month. New subscribers receive a 7-day free trial to evaluate the agent's capabilities and fit for their workflow. Each subscription includes 100 runs per month — sufficient for regular claims and insurance workflows. Unused runs do not roll over to the next month. You may cancel anytime through your BotSurf subscription settings, and cancellation takes effect at the end of your current billing period.

THE PANEL

The agent runs in BotSurf's standard panel interface. Drag the panel to any position on your screen, snap it to the edge for a clean workspace, or collapse it to a compact icon when not in use. Press Escape to close the panel instantly. The panel remembers your preferred size and position across sessions, making it feel like a natural extension of your desktop.

PLEASE NOTE

AI-generated content can be incorrect, incomplete, or misleading. Always verify any claims note summary, financial assessment, or status analysis with qualified claims professionals and legal counsel. This tool provides analytical support and organizational assistance, not financial or legal advice on claim validity, coverage determination, or settlement outcomes. Users should consult qualified professionals for decisions affecting claims management and insurance compliance.