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AI agent for insurance claims processors

Claims Document Version Agent

A complete version history of every claim document.

Document handlingMonitoringComplianceInsuranceOperations
See how it worksGet access
Claims Document Version Agent: what goes in, what the agent does and what you get

What it does

In claim files, a newer document version can quietly replace an earlier one, and evidence is lost. When a new version arrives, this agent identifies the related earlier versions by identity, author and date. It compares the versions line by line. If the revision is a normal update, such as a corrected typo or an added attachment, it records it in the version map. If the revision contradicts earlier evidence, for example a changed time of loss, it keeps both versions side by side and notes the unexplained change for the adjuster. It never overwrites or deletes history. Edge case: a witness statement is resubmitted with the same file name but a different account of who was driving, so both versions stay and the change is flagged.

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.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN New version arrives 2 USES A TOOL Identify related earlier versions 3 USES A TOOL Compare versions line by line 4 CHECKS THE RESULT Is the revision free of contradictions with earlierevidence? If not: keep both versions and note the unexplainedchange. Back to step 3. 5 DOES Record the update in the version map 6 DOES Draft questions for unexplained changes 7 YOU APPROVE Adjuster reviews flagged changes 8 RESULT Attributed version map
Read the steps as a list
  1. New version arrives
  2. Identify related earlier versions
  3. Compare versions line by line
  4. Is the revision free of contradictions with earlier evidence?If not: keep both versions and note the unexplained change. Back to step 3.
  5. Record the update in the version map
  6. Draft questions for unexplained changes
  7. Adjuster reviews flagged changesThe agent waits here for your OK.
  8. Attributed version map

How it decides

It compares new versions with earlier ones and preserves contradictions.

  • Keep history; never overwrite or delete.
  • Flag any change to dates, amounts or parties without a stated reason.
  • Formatting changes are recorded as normal updates.

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Fields compared between versions
  • What counts as a normal update (default formatting and added attachments)
  • Who receives contradiction notes (default assigned adjuster)
  • Retention rules for versions

What keeps you in control

It always asks you first

  • Evidence deletion
  • Claim conclusions

Hard limits

  • No deletion.

It stops when

  • Done: map updated.

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.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • 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
Get access to this agent

An example run

What happensOn June 18 a revised repair estimate arrived for claim 62-310. The agent linked it to the May 30 version and compared them. Labor rose from $3,100 to $4,600 with no explanation, so the contradiction check flagged it. The agent kept both versions, noted the unexplained change and drafted a question for the adjuster. The adjuster reviewed the version map and requested the shop's breakdown.

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