AI-assisted auto claims intake

Personal auto claims intake and settlement under CAD 10,000 — Northwind Insurance (illustrative)

From First notice of loss received to Settlement communicated and claim closed. Technology considered: Document extraction and settlement recommendation assistant. Sponsor: VP Claims Operations. Prepared 2026-07-28 by Business Analyst, Claims Transformation.

The workflow

709.9 hrs/week → 442.4 hrs/week -38%

18.9 → 11.8 full-time equivalent, across 12 assessed steps and 4 roles.

Those figures are the middle of a range. If every estimate lands at the same end, the answer is between 398.6 and 549 hrs/week.

136.3 hrs/week of the work after this change is work nobody does today — reviewing what the technology produces, and handling what it escalates.

Other options examined: Keep the process fully human and add two adjusters; Automate document extraction only, leave settlement untouched

The workflow, before and after

Register the claim in the system — Intake Clerk — 46.7 hrs/weekChase missing documents from the claimant — Intake Clerk — 28 hrs/weekExtract facts from submitted documents — Claims Specialist — 140 hrs/weekCheck coverage against the policy — Claims Specialist — 70 hrs/weekAssess the repair estimate for reasonableness — Claims Specialist — 93 hrs/weekDecide the settlement amount — Claims Specialist — 82.7 hrs/weekHandle exceptions and disputed claims — Senior Adjuster — 55.4 hrs/weekExplain the decision to the claimant — Claims Specialist — 70 hrs/weekScreen for fraud indicators — Senior Adjuster — 35 hrs/weekReview a quality sample of closed claims — Team Lead — 23.3 hrs/weekUpdate the claim record and close — Intake Clerk — 58.3 hrs/weekWeekly backlog huddle and reallocation — Team Lead — 7.5 hrs/weekChase missing documents from the claimant — Intake Clerk — 7 hrs/weekExtract facts from submitted documents — Claims Specialist — 10.5 hrs/weekAssess the repair estimate for reasonableness — Claims Specialist — 51.7 hrs/weekDecide the settlement amount — Claims Specialist — 62 hrs/weekHandle exceptions and disputed claims — Senior Adjuster — 55.4 hrs/weekExplain the decision to the claimant — Claims Specialist — 70 hrs/weekScreen for fraud indicators — Senior Adjuster — 7 hrs/weekReview a quality sample of closed claims — Team Lead — 35 hrs/weekWeekly backlog huddle and reallocation — Team Lead — 7.5 hrs/weekHandle additional AI-escalated exceptions — Senior Adjuster — 60 hrs/week — work nobody does todayReview AI settlement recommendation — Claims Specialist — 41.3 hrs/week — work nobody does todayReview AI extraction output — Claims Specialist — 35 hrs/week — work nobody does todayChase missing documents from the claimant sends work back to Register the claim in the systemRegister the claim in the systemIntake Clerk · 46.7 hrsChase missing documents from the… · 28 hrsExtract facts from submitted documentsClaims Specialist · 140 hrsCheck coverage against the policyClaims Specialist · 70 hrsAssess the repair estimate for reasonab…Claims Specialist · 93 hrsDecide the settlement amountClaims Specialist · 82.7 hrsHandle exceptions and disputed claimsSenior Adjuster · 55.4 hrsExplain the decision to the claimantClaims Specialist · 70 hrsScreen for fraud indicators · 35 hrsReview a quality sample of closed… · 23.3 hrsUpdate the claim record and closeIntake Clerk · 58.3 hrs51.7 hrs62 hrs55.4 hrs70 hrs35 hrs60 hrs · new workHandle additional AI-escalate…41.3 hrs · new work35 hrs · new workTODAY709.9 hrs/week · 18.9 FTEAFTER442.4 hrs/week · 11.8 FTEData handlingCoordinationRoutine judgmentComplex judgmentRelationshipSupervisiondashed outline is work nobody does today · an arrow is work coming back

Each block is one step, sized by the hours it takes. Both sides are drawn to the same scale, so the change in shape is the change in work.

What happens to each role

Claims Specialist

12.2 → 7.2 full-time equivalent (-185.2 hrs/week)

Today
31%36%18%15%
After
19%23%26%28%
Kind of workHrs today% Hrs after%
Data handling 140 31% 10.5 4%
Routine judgment 163 36% 51.7 19%
Complex judgment 82.7 18% 62 23%
Relationship 70 15% 70 26%
Supervision 0 0% 76.3 28%

What shrinks: Extract facts from submitted documents (-129.5 hrs), Check coverage against the policy (-70 hrs), Assess the repair estimate for reasonableness (-41.3 hrs), Decide the settlement amount (-20.7 hrs)

What is new: Review AI settlement recommendation (+41.3 hrs), Review AI extraction output (+35 hrs)

Intake Clerk

3.5 → 0.2 full-time equivalent (-126 hrs/week)

Today
79%21%
After
100%
Kind of workHrs today% Hrs after%
Data handling 105 79% 0 0%
Coordination 28 21% 7 100%

What shrinks: Update the claim record and close (-58.3 hrs), Register the claim in the system (-46.7 hrs), Chase missing documents from the claimant (-21 hrs)

Senior Adjuster

2.4 → 3.3 full-time equivalent (+32 hrs/week)

Today
100%
After
100%
Kind of workHrs today% Hrs after%
Complex judgment 90.4 100% 122.4 100%

What shrinks: Screen for fraud indicators (-28 hrs)

What is new: Handle additional AI-escalated exceptions (+60 hrs)

Team Lead

0.8 → 1.1 full-time equivalent (+11.7 hrs/week)

Today
24%76%
After
18%82%
Kind of workHrs today% Hrs after%
Coordination 7.5 24% 7.5 18%
Supervision 23.3 76% 35 82%

What grows: Review a quality sample of closed claims (+11.7 hrs)

What moves

HrsStepWho does it after
-129.5 Extract facts from submitted documents Claims Specialist
-70 Check coverage against the policy Claims Specialist
+60 Handle additional AI-escalated exceptions new work Senior Adjuster
-58.3 Update the claim record and close Intake Clerk
-46.7 Register the claim in the system Intake Clerk
-41.3 Assess the repair estimate for reasonableness Claims Specialist
+41.3 Review AI settlement recommendation new work Claims Specialist
+35 Review AI extraction output new work Claims Specialist
-28 Screen for fraud indicators Senior Adjuster
-21 Chase missing documents from the claimant Intake Clerk
-20.7 Decide the settlement amount Claims Specialist
+11.7 Review a quality sample of closed claims Team Lead

What people will need to be able to do

Needed more

+136.3 ai output evaluation Claims Specialist, Senior Adjuster
+80.7 exception reasoning Claims Specialist, Senior Adjuster
+11.7 quality assessment Team Lead

Needed less

-199.5 policy knowledge Claims Specialist
-111.3 table lookup Claims Specialist
-105 data entry
-105 system navigation
-94.5 document reading Claims Specialist
-41.3 repair cost knowledge Claims Specialist
-28 fraud pattern awareness Senior Adjuster
-21 claimant communication Claims Specialist, Intake Clerk
-21 follow-up discipline Intake Clerk
-9 contextual policy interpretation Claims Specialist, Senior Adjuster, Team Lead

What the answer rests on

398.6 to 549 hrs/week (-44% to -23%)

That is every estimate landing at the same end at once, which is unlikely. It is the widest this answer gets, not a chance of anything.

Handle additional AI-escalated exceptions — how much new work this creates — decides 90 hrs of that width on its own. It is the number worth measuring rather than estimating.

Hrs decidedWhich number Whose work
90 Handle additional AI-escalated exceptions — how much new work this creates Senior Adjuster
51.7 Review AI settlement recommendation — how long each piece of new work takes Claims Specialist
8.8 Screen for fraud indicators — share still passing through a person Senior Adjuster

The questions this analysis cannot answer

Ten questions no calculation can settle. They are asked of every case, and the answers below are the analyst's, not the tool's.

Is work being taken off a role that still needs doing? Who does it now?

Chasing documents does not disappear when the assistant sends the reminders. Someone still has to judge when a claimant is unresponsive versus confused. Currently unassigned in the future state.

Answered by Business Analyst, Claims Transformation.

How many exceptions do you really expect, and who handles them?

The vendor projects 8% escalation. Our own disputed-claim rate is 13.6% today and nobody could explain why the assistant would lower it. Modelled at 120/week.

Answered by Senior Adjuster.

8 of 10 were not answered. They are listed here because leaving a question open is permitted and hiding that it was left open is not.

What this analysis contains

These are counts, not a grade. There is no score here and there will not be one — a single figure invites gaming and implies an opinion this tool does not have.

This summary does not count whether the decisions inside this workflow have owners with real authority; whether anyone is actually offering the work people would move into; whether the people doing this work have confirmed the description. Those need work this analysis has not done.