Smarter Claims Operations. From Assignment to Closure.
Claims processing doesn't have to be slow and manual. Claim Genie simplifies the journey from assignment to settlement, reducing turnaround time by 60%.
Claim Genie Mobile
Field Surveyor Dashboard
Vehicle Damage Survey
Toyota Corolla • GJ-05-AB-1234
Damage Photo Estimation
Front bumper damage analysis
Estimate: ₹12,400Survey Uploaded
Geo-verified
One Platform. Every Stage.
ClaimGenie manages the complete claim journey - from first registration to final closure - without information leaving the system.
Claim Registration
Web or email
Survey & Investigation
JIR · ILA · LOR · FSR
Documents & OCR
Centralised + AI-assisted
Approval
Maker-Checker · RBAC
Invoice & Billing
Processing · Dispatch
Reconciliation
Finance · Reporting
Closure
Auditable · Traceable
The Enterprise Claims
Operations Foundation
Everything your claims and survey operation needs to run efficiently - available in the current ClaimGenie platform today.
Centralized Claims Management
Manage the full claim lifecycle in one system - registration, survey processing, documents, approvals, invoicing, reconciliation and closure. Every claim stage tracked, every action logged.
Survey Workflow Management
Structure survey operations around JIR, ILA, LOR, FSR and surveyor activities with controlled workflows and fully traceable records. Every survey stage documented and accountable.
Document & OCR Processing
Centralize all claim documents with OCR and Azure OpenAI-assisted processing to reduce repetitive data entry. Documents stored in Amazon S3 with full audit access.
Workflow & Approval Controls
Configurable workflow engine with Role-Based Access Control, Maker-Checker approval chains, automated reminders, and escalation notifications. Every decision traceable.
Claims Finance & Reconciliation
Invoice processing, dispatch management, reconciliation, and management reporting - all from the same claims platform. No finance data leaving the system to a separate tool.
Enterprise Access & Security
Microsoft Azure AD SSO, JWT authentication, Microsoft Outlook / Graph integration, comprehensive audit logging, and background job schedulers built for enterprise-scale operations.
Three AI Bots.
Embedded Inside ClaimGenie.
Not bolt-on AI. Three purpose-built bots embedded directly into the ClaimGenie workflow - each designed to remove a specific category of manual effort from claims operations.
Claim Creation Bot
Creates claims through guided conversation or from incoming emails - extracting policy data with OCR, building provisional claims, and following up on missing fields automatically.
- →Conversational claim creation on web
- →Email parsing & provisional claim generation
- →OCR-assisted policy data extraction
- →Missing-field follow-up with the submitter
- →Claim completion & handoff to workflow
Workflow AI Bot
Continuously monitors active claims, evaluates stage progress against historical patterns, and surfaces context-aware next steps, risk alerts, and workflow deviation flags.
- →Live monitoring of all active claims
- →Comparison against historical claim patterns
- →Context-aware next-step suggestions
- →Risk alerts for stalled or at-risk claims
- →Workflow deviation detection and guidance
Notification AI Bot
Proactively manages task deadlines and SLA commitments - prioritizing reminders, escalating unresolved actions, and choosing channels based on urgency and acknowledgement status.
- →Anticipates task and SLA risk before breach
- →Prioritized reminder sequencing
- →Multi-channel escalation by urgency
- →Acknowledgement-aware and follow-up logic
- →SLA breach detection and alerts
The Full Survey Operation.
In Your Field Team's Pocket.
An offline-capable Android and iOS app that takes assignment management, evidence capture, field forms, GPS check-in, and claim communication to the surveyor - wherever they are.
Scheduling & Assignment
Accept, decline, or propose alternative times for assignments. Dashboard, workload view, schedule, and calendar in one screen.
GPS Check-In & Navigation
GPS-verified check-in, visit timer, navigation, route planning, and geo-fencing for precise field documentation.
Evidence Capture & Annotation
Geo-tagged photo evidence with annotation. Document scan and upload directly from the field - no laptop needed.
Dynamic Field Forms & JIR/MOM
Line-of-business specific field forms. JIR and MOM completed on mobile. All data synced back to the central platform.
Offline-First Operation
Works without connectivity. All data captured offline syncs automatically when signal is restored. No lost field work.
Claim #CLM-2401
Fire & Allied - Commercial
GPS Check-In
Site verified - 09:14 AM
Evidence Capture
14 photos - 3 annotated
JIR Form
LOB fields - 7 of 12 complete
Sync to Platform
Auto-sync on connection
Every Workflow Rule.
Every SLA. Automated.
No-code business rules, SLA timers, and automatic stage movement - so your claims operation runs consistently without manual chasing.
No-Code Business Rule Engine
- •IF-THEN rule builder - no developer needed
- •Automatic stage movement and task creation
- •Provisional claim timer and auto-lock
- •LOR auto-status engine
- •Invoice draft automation on FSR approval
SLA Engine & Escalation Control
- •SLA timers per claim type and stage
- •Breach detection before it happens
- •Retail claim 30-day SLA and IRD escalation
- •Automatic escalation triggers by role
- •Survey stage reopen and subsequent visit management
Analytics & Finance Intelligence
- •Advanced MIS and operational reporting
- •Customer analytics, CRM and geographic heatmaps
- •Surveyor performance management and scoring
- •Reconciliation and profitability dashboard
- •TDS calculation and GIPSA rate engine
Enterprise Configuration
- •Multi-branch configuration and claim transfer
- •Activity log and comprehensive audit trail
- •Bulk document approval and rejection
- •Microsoft SSO enforcement
- •Invoice statistical dashboard
Built on a Proven Enterprise Stack
React, .NET Core, SQL Server, React Native, Azure AD, Azure OpenAI, and Amazon S3 - chosen for reliability, security, and scale.
React
Web Platform
ASP.NET Core
API Layer
SQL Server
Core Database
React Native
Surveyor AppAzure AD
Auth & SSO
Azure OpenAI
AI & LLM
Amazon S3
Document Storage
Microsoft Graph
Email Integration
Google Maps
GPS & Navigation
OCR Engine
Document ExtractionPurpose-Built for Insurance Survey Operations
ClaimGenie is designed specifically for claims survey and loss assessment organizations - not generic insurance administration.
Insurance Survey Organizations
Independent survey firms and loss assessment organizations that need a structured, auditable platform for end-to-end claim and survey operations.
Multi-Branch Survey Operations
Organizations with multiple offices and surveyors managing claims across branches - with centralized oversight, branch-level access controls, and consolidated reporting.
Claims Operations Teams
Claims teams that need structured survey workflows, document management, approval controls, and billing - all connected in one system with proper audit trails..
Ready to See Claim Genie In Action?
Book a 30-minute demo. We'll walk you through the full platform, show you how it works for your claims team, and answer every question you have - no commitment required.