Insurance BPO

Process claims files faster, with every field traced to its page

Fig. 1Context Workspace
CLM-44120 · extract
  • Anything off in the extraction?

  • Eight fields extracted, all above 94 percent confidence. One flag: the repair estimate is $700 over the stated loss amount, so the packet is queued for examiner review instead of straight-through.

clm-44120-extract.xlsxResize to read

Context agents classify documents, extract data, and draft correspondence at volume, on policyholder data that stays inside your environment.

claim CLM-44120
31 fields extracted
cross-check
loss-date mismatch flagged
adjudication
drafted with sources

Built for the enterprise

Data control, traceability, predictable cost, and time to value, addressed before an agent touches claims files or policyholder records.

Policyholder data stays in your perimeter

Claims files, medical records, and policy documents stay inside your VPC or air-gapped enclave, never shipped to a vendor cloud.

Full traceability

Each extraction and recommendation traces to the page and document that produced it, ready for audit and regulatory review.

Predictable cost per claim

Routine steps run on cheaper models, and the most capable ones are saved for genuinely novel files, so high-volume document work stays affordable.

Fast time to production

Bring an intake or claims workflow your team runs today and have it live in production within a week.

Use cases

Across intake, claims, and policy administration.

Document intake and classification

Read, classify, and split mixed document packets, and route each piece to the right queue.

Data extraction

Pull structured fields from forms, ACORDs, and correspondence, with every value traced to its source page.

Claims triage and processing

Assess completeness, flag the files that need a human, and advance straightforward claims under your rules.

Correspondence and FNOL

Draft acknowledgements and requests for information grounded in the file and your templates.

Quality and compliance

Check files against carrier and regulatory requirements and keep an auditable record of every decision.

Throughput and SLA reporting

Measure cycle time and SLA attainment across queues and surface where backlogs are forming.

Sourced to the document

Traced to the page

Each extracted field links to its source document, and discrepancies are flagged so the examiner reviews the exception, not the whole packet.

  • Extracted fields link to the FNOL, report, or policy they came from.
  • Discrepancies are flagged with both sources side by side.
  • The adjudication is a trace, ready for QA and audit review.
claim CLM-44120
adjudication.docx
Claim CLM-44120
Finding
Coverage in force policy p.1. One discrepancy: loss date on the FNOL FNOL precedes the police report report by three days.
Extracted
31 fields, each linked to its document.
extracted-fields.xlsx
Field
Source
State
1
Field
Source
State
2
Policy no.
policy
ok
3
Loss date
FNOL
mismatch
4
Claimant
FNOL
ok
5
Estimate
repair doc
ok
Every field linked to the document it was read from

Faster, cheaper, better

Self-improving models, agents, and skills deliver better outcomes at scale.
Task completion on your team's rubric
Context94%
Claude Cowork62%
OpenAI Codex57%
Devin49%
From internal benchmarks on specialized enterprise workflows.
40
×
Faster turnaround
28
×
Lower cost per case

Custom models trained on your work

Your team's accepted outputs become training data for models you own and serve, and they beat general-purpose agents on your specific tasks.

Evals gate every change

Rubrics and golden sets validate every runbook, model, and context change against past work before it ships. Regressions are caught automatically.

Step-level model routing

Each step routes to the cheapest model that clears your rubric. Frontier models handle only the genuinely novel, so cost falls without losing quality.

One platform, four products

Workspace, Engine, Unify, and Evals cover intake, claims, and policy administration end to end, on your infrastructure and under your controls. The platform learns your policy forms, claims rules, and carrier requirements, and applies them to every run.

How it improves over time

Each accepted run makes the next one better. Processor corrections become the standard the next run is held to.

Every file makes the next extraction faster, and the data stays with your team.
  1. Connect your systems

    Policy admin, claims, and document systems connect once under your existing permissions.

  2. Agents do the work

    Intake, extraction, and triage runbooks execute inside your perimeter, each step traced to the source page.

  3. Processors correct

    Reviewers accept or correct extractions in the flow of work, and corrections are captured as standards, not lost in rework.

  4. The work gets cheaper

    Routine work moves to cheaper models that still meet your standard, and models trained on your approved work outperform general ones on your forms.

Prebuilt agents for your team

Turnkey agents for Insurance BPO, integrated with your systems and deployed in days. Each one runs inside your perimeter under your identity and permissions.

See all 5 agents

Client QBR prep

Quarterly reviews in minutes

ContextSalesforceSnowflakeBox
Insurance BPODocumentation
Deploy

Document triage

Classify & route incoming docs

ContextBoxServiceNowSalesforce
Insurance BPOAutomation
Deploy

New hire knowledge assist

Onboarding & knowledge base

ContextConfluenceNotionZendesk
Insurance BPODocumentation
Deploy

Policyholder updates

Process & communicate changes

ContextSalesforceZendeskServiceNow
Insurance BPOOperations
Deploy

Weekly SLA report

Automated SLA tracking

ContextServiceNowSnowflakeSlack
Insurance BPODocumentation
Deploy

Works with your systems

Context connects to the tools this work already lives in, and every connector call inherits the caller's permissions. These are the systems the agents above plug into.

Deployment options

Insurance teams run Context hosted, in their own cloud, fully air-gapped, or on premises. Sensitive data is never moved into someone else's cloud.

Run anywhere

Hosted, in your own cloud account on AWS, Azure, or GCP, fully air-gapped with no outside connection, or on the on-prem appliance. The same platform in every setup.

The data stays yours

Your team's approved work trains models you own. What the system learns about your firm stays inside your environment and never leaves it.

Agents get only the user's access

Agents sign in through your identity provider, like Okta or Azure AD, and get the same access as the person using them, and nothing more.

Every action is logged

Every run is recorded step by step, with who ran it and what it touched. Nothing an agent does is a black box to the team accountable for it.

Talk to us.

Bring a packet of claims documents or a policy form set. We will show you what Context does with it inside your perimeter.