AI agent for operations managers
Claim Evidence Timeline Agent
An adjuster-ready chronology where every event is traceable to its source.
What it does
Insurance adjusters spend hours rebuilding what happened from claim documents that disagree. When a claim is opened or new documents arrive, this agent extracts every dated event together with the passage it came from and adds it to a chronology. Where sources disagree, for example two different loss dates, it keeps both accounts side by side and creates a targeted evidence task. It never picks a winner. It then checks the chronology against the claim checklist and inspects the next document that could close a gap. When the checklist is met, it assembles a review packet. Coverage, fraud and claimant contact stay with the adjuster. Edge case: a police report and the claimant's statement give loss dates two days apart, so both stay visible with an evidence task.
How it works
Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.
Read the steps as a list
- Claim opened or documents added
- Extract attributed events with source passages
- Update the chronology
- Do sources agree on key dates and facts?If not: keep both accounts and create an evidence task. Back to step 3.
- Is the checklist evidence complete?If not: inspect the next document for the gap. Back to step 2.
- Adjuster reviews the chronologyThe agent waits here for your OK.
- Adjuster-ready chronology and review packet
How it decides
It inspects the document most likely to close a gap or resolve a conflict, and never chooses between conflicting accounts itself.
- Read next the document most likely to close a gap or resolve a conflict.
- Conflicts are shown with both sources, never resolved by the agent.
- Every event must link to a source passage or it is not added.
Make it yours
Every agent is a starting point. You choose these settings for your own situation.
- Claim checklist per line of business
- Which documents are read first (default reports, then invoices, then statements)
- Date difference that counts as a conflict (default any)
- Format of the review packet
What keeps you in control
It always asks you first
- Coverage decisions
- Fraud conclusions
- Claimant communications
Hard limits
- No coverage or fraud conclusions.
It stops when
- Done: chronology complete.
- Waiting: evidence task open.
Set it up
We guide you through the set-up, step by step
Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.
- One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
- The agent then walks you through connecting your own data, one source at a time
- A downloadable copy with the flow chart, the rules and the full guide
