Policy extraction and analysis
Term-by-term extraction across multi-page policies and endorsements.
Coming Soon Solutions · Claims Intake
Claims intake as one workflow. Coming.
The same Task and Activity shape Kodexa runs for AP and financial spreading, scoped to policy administration, claims intake, and underwriting. Design partner work in progress today. General availability in 2026.
What "claims intake" means here
Policy in. Coverage decided. Adjuster in the loop.
An FNOL or claims packet arrives — by email, portal, or file drop — alongside the policy it relates to. The platform extracts the policy terms, classifies the claim, validates against the policy and your underwriting rules, and surfaces the cases that need adjuster judgment. The clear cases route through automatically. The cases with policy ambiguity, missing documents, or coverage edge-cases land as Tasks in front of the right adjuster, with the policy and the claim packet open.
The Activity Plan that runs it
Same shape. Different document.
FNOL or claims packet email · portal · file drop
Activity
Intake + classify
extract policy + claim
Activity
Validate against policy
underwriting rules · coverage check
Activity
Route + pay
automated path · post + notify
Task
Adjuster review
approved → pay · rejected → decline + notify
Settled · one audit trail
Same shape as AP and lending. Different document, different rules, same workflow.
What design partners get
Built with the carriers using it.
Policy comparison and benchmarking
Compare a new submission against book-of-business benchmarks.
FNOL and claims packets
Multi-document packets with attachments, photos, and third-party reports.
Customisable Activity Plans per line of business
Different Plans for property, casualty, specialty.
Same audit trail, same controls
The same audit and security posture as AP and Spreading. SOC-2 Type II.
Where we are
Status and timeline.
Claims intake is in design-partner work today with one specialty insurer. General availability is targeted for 2026. We're taking on a small number of additional design partners now; if you'd like to be one of them, the contact form is below.
Design partner with one specialty insurer
In production on shadow workloads, May 2026.
Additional design partners
Onboarding now. Limited cohort.
General availability
Targeted for 2026.
When it's live, the platform can't do anything your claims team couldn't do. Same rules, same guardrails, same audit trail.
Mechanics
How we build this.
The same authoring surface, runtime, and Knowledge layer that runs AP and lending today will run claims when it's live. The Product page is where Knowledge, Workflow, and Studio live.
Become a design partner.
A design partner runs Kodexa on real claims work alongside our team and shapes the product before GA. We'd like to talk if you're a specialty carrier with a high-judgment intake process.