Systems iO

Systems iO product

ClaimsTracker

Control the claims lifecycle from first notification to closure.

Bringing AI-powered ingestion, claims triage and rules-based automation together with correspondence, documents, audit and management information.

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Workflow overviewClaims lifecycle management

  1. Ingest the notification and supporting documents with AI.

  2. Review evidence, assess the work and apply routing rules.

  3. Automate eligible processing or route exceptions to a handler.

ClaimsTracker administration showing product setup, evidence requirements and the data catalogue.
Configure claim scope, evidence requirements and extraction settings in ClaimsTracker.

Turn incoming claims into actionable work.

ClaimsTracker brings incoming notifications, supporting evidence and claims activity into one operational view. AI agents extract and classify information from emails, PDFs and images, helping handlers move from a fragmented submissions to a structured claims.

Automate repeatable intake and processing steps with configurable business rules. Eligible notifications enter the workflow with approved communications, while exceptions are routed to handlers with the evidence they need.

Product capabilities

Built around the work

  • Ingest emails and attachments with AI, classifying documents and extracting claim information from PDFs, images and message content.

  • Review extracted facts alongside their source evidence, with missing information and conflicting values brought to the handler’s attention.

  • Apply configurable classification, urgency and routing rules to organise incoming work and direct it to the right team.

  • Automate eligible internal claim creation and approved communications using published, versioned rules, with exceptions routed for human review.

  • Manage evidence requests and correspondence through Microsoft 365, including Outlook drafts for handler review and controlled communication templates.

  • Track handling activity, decisions and automation through audit records and operational reporting, keeping management information connected to the work.

Connected to your systems

Connect Microsoft 365 mailboxes for intake and correspondence. A shared intake interface also accepts API submissions, portal input and call transcripts, keeping incoming work in the same review and processing flow.

AI ingestion with evidence you can inspect

ClaimsTracker classifies incoming material and extracts structured facts while retaining the original sources. Handlers can review the evidence, resolve gaps and progress the claim with its context intact.

This reduces the effort of finding information across email threads and attachments, and makes the handoff from intake to handling clearer.

Automation with control built in

Published business rules control automatic processing. Eligible cases can create an internal claim and queue an approved communication; missing, conflicting or unverified information returns to human review.

Versioned rules, controlled templates and audit records make the path from incoming evidence to action traceable. Teams can manage routine work efficiently while keeping judgement and authority with the right people.

One view for handlers and operations leaders

Bring correspondence, documents, workflow, settlement activity and management information together as claims progress. Handlers can see the work in context; operations leaders can follow activity and outcomes.

Use ClaimsTracker independently or as part of a connected claims operation, with configuration, integration and support from Systems iO.

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Connected thinking. Relevant evidence.

Solution

Automate Operations

We bring the whole process together, connecting systems and people so work moves more smoothly from start to finish.

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Solution

Connect Fragmented Systems

We review how the service is performing with the people closest to the operation, then use that insight to decide where change will have the most value.

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Industry

Insurance

From submissions and underwriting through to policy servicing and claims, we build and connect the systems that keep insurance moving.

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Industry

Claims

Connect first notification, claims information, handling and communication in a workflow with clear ownership and authority.

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Start with your operation

See how it fits your business.

Explore the product in the context of your people, processes and existing systems.

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