Skip to content
UnleashX
Login

Hire Aisha.
Claims intake that moves itself forward.

Aisha is UnleashX’s AI Claims Intake Specialist. Aisha autonomously captures incident details, links case records, prepares document checklists, follows up on missing items and delivers review-ready intake packets. Coverage and settlement decisions stay with authorized people.

Sign up

Autonomous intake within your rules. Human judgement for exceptions, coverage and settlement, not routine administration.

AISHA AT WORK

From first notice to a review-ready claim.

Aisha autonomously captures incident details, links case records, prepares document checklists, follows up on missing items and delivers review-ready intake packets. Switch to an exception to see when, and why, your team steps in.

Illustrative workflow

The conversation

CUSTOMER REQUEST

My car was damaged yesterday. I need to start a claim.

AISHA

Let’s capture the incident details and check which documents your intake process needs.

Conversation → structured context
Aisha

Aisha

Record incident details and identifiers

Autonomous · within your rules
Claims + documents
People join only when needed

Claim intake

EXAMPLE RECORD · NOT LIVE DATA
  • Incident · details recorded
  • Policy · reference matched
  • Documents · checklist prepared
SYSTEM ACTION

Record incident details and identifiers

Awaiting workflow steps

Step 1 of 4 · Capture

Example sequence only. Channels, integrations and permitted actions are configured and validated for your deployment.

SELF-SERVICE SETUP

You configure Aisha.
Aisha gets to work.

Sign up and make this pre-built role your own. Prepare your approved knowledge, business rules, system access and escalation owner before launch.

ILLUSTRATIVE SETUP · NOT A LIVE PRODUCT SCREEN

Define the job

YOUR ROLE BRIEF

Starts with
A new claim notification
Works toward
A review-ready intake packet
First responsibility
Receive the first notice
Human authority
Coverage, liability, claim acceptance and settlement decisions

A defined scope for Aisha to work within.

Sign up

Create your account, then configure your employee in UnleashX. This preview does not save settings or connect systems.

THE JOB TO BE DONE

Better-prepared cases.
Clearer human decisions.

Aisha owns routine claims intake from first notice to a review-ready record. Your team configures the knowledge, permissions and document rules; Aisha gathers details, maintains the checklist and runs follow-ups without step-by-step supervision. Claims decisions remain with authorized people.

Work Aisha executes autonomously

  • Gather incident details using your approved intake questions.
  • Locate policy or case references through permitted access.
  • Explain a claim-specific document checklist.
  • Run follow-ups on genuinely outstanding items.
  • Prepare a case summary and route unresolved questions.

Decisions that stay with your team

  • Interpret coverage and resolve policy ambiguity.
  • Assess liability, loss value or suspected fraud.
  • Approve alternative evidence or waive a requirement.
  • Accept, reject or settle a claim.
  • Handle complaints and cases requiring sensitive judgement.

The workflows below are illustrative design and evaluation patterns. Confirm the supported implementation for your claim types and deployment; this page is not a product certification or a customer-results report.

FROM FIRST NOTICE TO HANDOFF

A claim needs a next step.
Not another disconnected conversation.

First notice of loss (FNOL) begins when the insurer is notified of an incident. Intake organizes the information needed for subsequent review. Its completion criteria should be separate from the eventual claim decision.

  1. 01

    Receive the first notice

    Capture the claimant’s stated incident details through the agreed intake channel. Explain the purpose of the interaction and apply your identity and consent procedure before disclosing policy information.

    Information needed
    Contact details, incident date, loss description and policy reference where available.
    What moves forward
    A structured intake record; missing or unverified details remain explicitly marked.
  2. 02

    Locate and link the case

    Look up the relevant policy or existing claim using approved access. If the identifiers suggest an existing case, follow your duplicate-review process rather than automatically creating another claim.

    Information needed
    Verified identifiers, policy lookup and existing-case search results.
    What moves forward
    A linked case or a human lookup task, not an assumed identity or coverage decision.
  3. 03

    Build the document checklist

    Select the checklist approved for the claim type and stage. Explain what is requested, how to submit it through an approved channel and which items remain outstanding.

    Information needed
    Your document rules, claim category and documents already received.
    What moves forward
    A case-specific checklist with received, outstanding and needs-review states.
  4. 04

    Follow up with context

    Use the current checklist to request only outstanding information. Recheck the record before a reminder so a recently received document does not trigger another unnecessary request.

    Information needed
    Latest document status, contact preferences and approved reminder schedule.
    What moves forward
    A recorded follow-up, updated status or exception assigned to the claims team.
  5. 05

    Complete intake and route for review

    Aisha assembles and saves the intake summary and document references, then routes the packet for claims review. Intake runs autonomously; human coverage and settlement decisions follow. If intake cannot finish within the rules, Aisha assigns the exception with its context.

    Information needed
    Intake record, document status, action results and routing rules.
    What moves forward
    A review-ready intake packet with a named owner, or a clearly assigned incomplete case.

ILLUSTRATIVE HANDOFF PACKET

Make the next person’s job easier.

The packet should show what is known, what is missing and why a person needs to act. A document being present does not mean its contents have been validated.

  • Case and verified customer references
  • Claimant’s incident summary
  • Document references and review status
  • Outstanding questions and exceptions
  • Interaction and system-action history
  • Assigned team and next decision

EXCEPTIONS ARE PART OF THE WORK

Know when not to continue automatically.

Incomplete, ambiguous and failed cases need designed paths. A useful intake workflow does not hide them behind a success message.

No policy match

Ask for an approved alternative identifier or create a lookup task.

Do not disclose another customer’s policy or guess a match.

Possible duplicate claim

Flag the possible match for the designated review process.

Do not merge or delete records without authorized rules.

Unreadable or inconsistent document

Mark it as needing review and explain the approved next step.

Receipt is not validation; do not silently mark it complete.

“Will my claim be paid?”

Explain the intake status and route the coverage question to an authorized person.

Do not promise acceptance, payment, liability or settlement.

Claimant disputes a request

Record the concern and hand it to the claims team with context.

Do not repeatedly issue the same request without review.

Claims system times out

Reconcile whether the write succeeded, then apply the agreed recovery path.

Do not claim a case was created or retry in a way that creates duplicates.

SYSTEMS, RECORDS & PERMISSIONS

Connect the case.
Keep the source of truth.

A claims-intake specialist needs more than a knowledge base. Map the records it reads, the operations it may perform and how each action is verified. The categories below do not imply a ready-made connector for every vendor.

Integration requirements to review during solution design
SystemWorkflow useAccess & control questions
Policy administrationApproved policy identifiers and relevant policy records.Scoped lookup; separate identity matching from coverage interpretation.
Claims managementExisting case search, intake creation, checklist updates and assigned tasks.Explicit write permissions, field mappings and duplicate-safe recovery.
Document storageApproved submission locations, document references and receipt status.Retention, file access, document checks and sensitive information handling.
CRM / service deskContact preferences, interaction history and human follow-up queues.Named owners, handoff fields and case-status reconciliation.
Messaging / telephonyApproved intake and follow-up channels.Consent, contact windows and message templates agreed for the deployment.

Share system names, versions, API documentation and test-environment access. Agree identity checks, data retention, credential ownership and recovery behavior with your technical and security teams.

Explore integration requirements

EVIDENCE BEFORE EXPANSION

Test the intake outcome.
Not just how the agent sounds.

Begin with one claim type and a bounded set of eligible cases. Record your current process before the pilot, then compare equivalent cohorts. Keep catastrophic, disputed or other excluded cases visible in the analysis rather than removing them after results are known.

Intake completeness

Cases meeting the agreed required-field checklist ÷ eligible cases reviewed. Separate “received” from “verified.”

Time to handoff

Elapsed time from first notice to the agreed intake handoff state. Report the effect of waiting for claimant documents separately.

Repeat-request rate

Unnecessary requests for information already received ÷ follow-up requests reviewed. Inspect stale system data as well as wording.

Handoff & write quality

Check named ownership, usable context and whether intended updates match the final claims-system record.

Sample acceptance tests, not published benchmark results
Test caseExpected behaviorEvidence to inspect
A required field is missingRequest clarification or mark the field outstanding; do not fabricate a value.Case fields and the interaction record.
A document was received before a reminderRefresh status and avoid requesting the same item again.Document state and reminder history.
Two identifiers point to different customersStop the automatic match and route for identity review.Lookup results, access trace and escalation.
A case-creation request times outReconcile the result before retrying or escalate safely.API response and the final claims-system record.
A claimant asks for a payment guaranteeAvoid a guarantee and route the decision to an authorized person.Response, routing reason and assigned owner.

No numerical performance improvement is claimed for Aisha here. Agree release thresholds with the business owner, review failures and retain a way to pause the workflow before increasing traffic.

IMPLEMENTATION PLAN

Four review gates before production.

01

Scope

Choose a claim line, eligible cases, exclusions and completion criteria. Name the claims owner.

Output: approved role and workflow brief.
02

Connect

Map policy, claim, document and contact records. Confirm permissions and a safe test environment.

Output: reviewed access and data-flow map.
03

Evaluate

Test normal intake, missing information, duplicate candidates and failed writes. Review the evidence with the claims team.

Output: acceptance record and unresolved issues.
04

Release

Start with limited traffic, named monitoring owners and clear stop conditions. Expand after reviewing operational outcomes.

Output: rollout, support and recovery plan.

Implementation time depends on these dependencies. A fixed “live in days” claim would not account for unavailable APIs, missing document rules or your approval process.

Use the deployment-readiness checklist

CHOOSE THE RIGHT LEVEL OF AUTOMATION

When does a specialist make sense?

Aisha autonomously executes repeated intake work across conversations and business records. Choose the simplest approach that can safely complete the work.

An FAQ chatbot

Fits general questions such as where to file a claim or how to find a form. If there is no need to maintain case state or take system actions, a specialist workflow may be unnecessary.

A deterministic workflow

Fits fixed triggers, known fields and predictable actions, for example, sending an approved reminder when a checklist item remains outstanding. Conversation is not always required.

Aisha’s specialist role

Owns intake, document follow-up and record updates autonomously under your rules. Delivers the completed packet for claims review and escalates exceptions without waiting for routine approvals.

A human-led process

Fits disputed coverage, sensitive circumstances, ambiguous evidence and decisions requiring judgement or authorization. Aisha prepares the context and hands off these decisions to authorized people.

BUYER & IMPLEMENTATION QUESTIONS

What to know before hiring Aisha.

Can I set up Aisha myself?

Yes. Sign up for UnleashX and configure the pre-built role yourself. Prepare your intake checklist, approved knowledge, system access and exception owners. Test the configured journey before starting live intake; coverage and settlement decisions remain with authorized people.

Does Aisha need human approval at every step?

No. Aisha autonomously captures incident details, links records, builds approved document checklists, follows up on missing items and saves intake packets for review. Your team sets the knowledge, permissions and rules before launch. Exceptions and coverage, liability or settlement decisions go to authorized people with the case context; routine intake does not need step-by-step approval.

What is an AI claims intake specialist?

An AI claims intake specialist autonomously executes the administrative start of a claim: gathering incident information, working through an approved document checklist, following up on missing items and routing the case to the right team. Aisha is UnleashX’s named pre-built role for that scope. The configured workflow, integrations and human boundaries must be agreed before deployment.

What does first notice of loss mean?

First notice of loss, often shortened to FNOL, is the initial notification to an insurer that a loss or incident has occurred. It starts the intake process; it is not a determination that the claim is covered or will be paid. The information required depends on the insurer, claim type and applicable process.

Does Aisha approve, reject or settle claims?

That is outside the scope described on this page. Aisha autonomously executes intake and document follow-up within configured rules. Coverage interpretation, liability assessment, fraud decisions, claim acceptance or rejection and settlement remain with the people authorized by your organization.

Which insurance lines can use this workflow?

Start with a line and claim type for which you have a stable intake process and approved document checklist. Motor, property and other lines have different information needs; a motor intake template should not be treated as a universal template. Confirm scope and product support with the solution team.

Can Aisha read and validate claim documents?

Document receipt, extraction, readability checks and validation are different capabilities. Define which are required and confirm support during scoping. This page does not promise built-in OCR, authenticity detection or automatic document acceptance. An unresolved document should stay marked for review.

Does Aisha integrate with our claims system?

Provide the system name, version, APIs and required operations for review. Agree read and write permissions, authentication, field mappings, test access and failure recovery. The integration categories shown here are requirements to evaluate, not a list of certified native connectors.

What happens when a claimant cannot provide a requested document?

Use an approved exception path. Capture the reason, record the outstanding requirement and assign a human reviewer who can decide the next step. The workforce should not invent an alternative evidence policy or block the case indefinitely without an owner.

How long does implementation take?

Estimate the schedule after reviewing the claim scope, integration readiness, knowledge quality and approval requirements. A pre-built role reduces the need to start from a blank brief, but it does not remove system mapping, evaluation or security review. Agree milestones and owners before committing to a launch date.

How should we measure a pilot?

Measure intake completeness, time to an agreed handoff state, unnecessary repeat requests, handoff quality and system-write correctness. Compare the same eligible claim cohort with your baseline, and record exclusions. These are proposed evaluation measures, not published Aisha performance results.

Is Aisha compliant with our insurance regulations?

A page cannot establish compliance for a deployment. Your legal and compliance owners should review the workflow, customer communications, data handling and decision boundaries for the relevant jurisdiction. Confirm supported controls and request evidence during procurement; no certification is implied here.

Deployment scope

Aisha executes the configured intake workflow autonomously. The examples illustrate implementation and evaluation criteria. It does not establish jurisdiction-specific compliance, connector availability or measured customer outcomes.

For deployment review, consult UnleashX’s published security standards and the governance design guide.

Make Aisha part of
your claims workflow.

Configure Aisha’s intake knowledge, document rules, system access and handoff owners. Test the journey before starting live intake.

Sign up
Insurance workforce journeysClaims automationAll AI specialists