AI Insurance Claim Evidence Organiser

WHAT IT DOES

The AI Insurance Claim Evidence Organiser helps claims professionals, policyholders, and insurance brokers prepare complete, well-organised claim submissions. You provide claim details and evidence descriptions—policy number, incident date, evidence items, and any specific concerns—and the agent returns a structured evidence organiser with five essential sections: Claim Overview (a concise summary of the claim, including policy, incident, and coverage type), Evidence Inventory (a structured list of all evidence items provided, with status flags), Completeness Assessment (an evaluation of whether the evidence is sufficient for the claim type), Missing Items (specific evidence required but not yet provided), and Recommended Next Steps (practical actions to close gaps and advance the claim). The output is capped at 1,024 tokens, so the organiser focuses on the five most critical evidence items and gaps—ensuring users can quickly identify what's missing and take action. This is ideal for claims adjusters, insurance agents, risk managers, and policyholders who need to track, organise, and submit claim evidence efficiently.

HOW TO USE

Open the agent in BotSurf (botsurf.ai). Paste your key once (the host handles key management). Then paste your claim details and evidence descriptions into the input box—policy number, incident date, evidence items, and any concerns. You can use free‑form text, bullet points, or structured notes. Press “Organise evidence” or use Ctrl+Enter (Cmd+Enter on Mac) to generate. Within seconds, you receive a structured evidence organiser with clear sections. You can also click “Use page selection” to pull highlighted text from any open page—making it easy to capture details from claim forms, emails, or document lists without manual retyping. The agent handles any claim type, from property damage to auto accidents to liability claims.

WHAT IT SENDS

The agent sends exactly the text you place in the input box—nothing more. It does not transmit any metadata, browsing history, cookies, attached files, or system information. Transmission occurs only when you press the “Organise evidence” button or the keyboard shortcut. Usage logs record the timestamp, user ID, and run count for billing purposes, but they do not store or transmit the substantive content of your input or the agent’s output. The agent does not retain your data after generating a response; every run is stateless. This section is required and precise—there is no hidden data collection, no background scanning, no external sharing, and no persistent storage of your claim data.

SUBSCRIPTION

$19.99/month with a 7‑day free trial (no charge during trial). Includes 100 runs per month; unused runs do not roll over. You may cancel anytime from your BotSurf account settings—no penalties, no questions asked. After cancellation, access ends at the current billing period’s close. The free trial is a great way to test the agent with your actual claim evidence before committing.

THE PANEL

Drag the panel by its header to reposition it anywhere on screen. Snap to left, right, or bottom edges for side‑by‑side work with other tools. Collapse to a minimal bar when not in use (click the “−” button or press Escape). Press Escape again to expand. Close the panel with the “✕” button; your input and output remain until you clear them. Panel position and collapse state persist across sessions when the host supports state storage.

PLEASE NOTE

AI may misclassify evidence or miss policy‑specific requirements. Always validate evidence organisers against your actual policy terms, claim forms, and insurer requirements. This tool provides general information and organisational support only—it does not constitute professional insurance, claims, or legal advice. Users must independently verify all evidence, policy requirements, and deadlines with qualified claims professionals or legal counsel. The agent is an assistant, not a substitute for qualified claims adjusters or insurance professionals.