Claims & Compliance Reimagined: Agentic AI in Action for Insurers

About The Client

A top-tier Fortune 500 insurer was under pressure to improve claims turnaround time while keeping up with increasingly complex regulatory audits and fraud detection mandates. The legacy system couldn’t scale with rising volumes or support the nuanced demands of compliance across multiple jurisdictions.

With Docketry’s Agentic AI platform, the insurer reimagined its claims and compliance workflows—delivering speed, accuracy, and audit-readiness in record time.

Challenges the client faced before adopting Docketry:

  • Manual claims triage and long first-response times
  • High compliance overhead with evolving regulatory requirements
  • Lack of a unified audit trail across documents, decisions, and claims actions
  • Inconsistent fraud flagging and reactive risk handling
  • Fragmented systems across claims, compliance, and legal teams

The Solution

Docketry’s AI agents were embedded directly into the insurer’s existing claims management stack, enabling proactive, automated workflows:

  • ExtractIQ extracted claim forms, medical records, and supporting documents in real-time
  • OpsIQ auto-orchestrated triage workflows, routing claims by priority, fraud risk, and jurisdictional rules
  • NeuroDesk gave compliance and audit teams live dashboards, risk signals, and documentation trails
  • CASIE empowered internal teams to ask compliance questions, access case files, and retrieve supporting data instantly

Outcomes that Docketry delivered

  • 80% faster initial claims triage
  • Fraud indicators detected early in 98% of high-risk cases
  • Compliant, audit-ready documentation generated in real-time
  • Regulatory response preparation time cut from 12 days to 2
  • Seamless coordination between claims, legal, and compliance units

“We’re no longer chasing documents or building audit trails after the fact. Docketry gave us intelligent agents that work in real time—with zero tolerance for risk or delay.”

— Chief Compliance Officer, Global Insurance Enterprise