Transform Your Claims Audits by Turning Weeks of Work Into Minutes
The Audit Portal gives your team two powerful ways to audit — a live manual review with real-time AI assistance, or a fully automated AI pipeline that scores every claim against your framework without a reviewer lifting a finger. Both deliver the same structured, defensible findings. Built for carriers, reinsurers, and TPAs.
From file upload to defensible findings in minutes
Three steps replace what used to take days of manual review — in either audit mode.
Upload Your Claims File
Drag and drop your loss runs, audit list and claim notes. Supports CSV, Excel, and direct integrations. No reformatting required.
Any formatChoose Your Audit Mode
Run a fully automated AI pipeline review or work alongside the AI in manual mode — both use the same structured framework, scoring criteria, and reporting engine.
Two modesLive Dashboard & Reports
Instantly see a claims heatmap, adjuster performance breakdown, pattern analysis, and suggested reserve changes. Export to PDF or PowerPoint.
Instant resultsFrequently Asked Questions
This is a key distinction. A File Review is a deep dive into a specific claim file to assess how it was handled. An Organizational Review, on the other hand, is a higher-level analysis of the entire claims operation, often used by carriers to oversee their TPAs, or by reinsurers to monitor their cedents. The Audit Portal is built to handle both with ease, giving you the right lens for the job, whether you're in the weeds of a single file or looking at the big picture of your entire claims organization.
Getting started is incredibly fast. You can set up your first audit and begin reviewing claims in a matter of minutes. The platform is designed for immediate use, whether you use our pre-built templates or configure your own. The onboarding process is simple and intuitive, and we provide on-demand support if you need any help along the way.
Absolutely. The Audit Portal is not a rigid, one-size-fits-all solution. It's a flexible framework that you configure to match your specific needs. You define the audit topics, the questions for each topic, and the scoring criteria. This ensures that the findings are always relevant to your organization's standards and objectives.
We provide on-demand support as needed. Our goal is to make the platform as intuitive as possible, but we're always here to help you get the most out of it. Whether you have a question about configuring a new audit topic or need help interpreting a result, our team is available to assist you.
We take data security very seriously. While we don't have our own certifications yet, the platform is built on industry-leading infrastructure providers like Vercel and Supabase, which have robust security measures and certifications. All of your data is encrypted at rest and in transit, and we provide role-based access control to ensure that only authorized users can access sensitive information.
Yes, we offer a pilot program that allows you to conduct two full audits to see the platform in action. This is a great way to experience the power and speed of the Audit Portal with your own data and see the tangible results for yourself. We will likely be moving to a per-audit pricing model, which gives you the flexibility to use the platform as much or as little as you need.
Your team's workflow, your call
Both modes use the same structured framework, the same scoring criteria, and the same reporting engine — so your findings are always consistent and defensible.
Your reviewer drives. The AI co-pilots.
Your auditor works through each claim in real time — reviewing file notes, making determinations, and adding observations. When the review is done, the AI compiles the findings into a finished report automatically.
- Real-time access to live claim data during review
- Reviewer retains full control over every scoring decision
- Finished report compiled automatically from reviewer notes
- Ideal for complex claims, litigation files, or high-severity cases
The AI reviews. You get the findings.
Upload your claims files and notes and the AI pipeline takes over — scoring every claim against your organization's audit framework, generating reviewer-style notes, and producing a complete heatmap and assessment report. No manual triage. No waiting for a reviewer to start. Audit 10× more files in the same time, with consistent methodology across every single claim.
- Scores every claim in parallel — automatically
- Generates structured reviewer notes with traceable reasoning
- Consistent methodology applied to every file, every time
- Complete heatmap and AI Assessment report on completion
Your topics.
Your questions.
Your audit.
The Audit Portal doesn't lock you into a fixed checklist. Your organization defines the audit topics that matter — and the specific questions each topic should address. The AI scores every claim against your framework, automatically, in both manual and pipeline modes.
The examples below illustrate how different organizations configure their own topics and questions. Your actual audit scope is built to match your programs, your clients, and your standards.
Reserving
Reviews reserve adequacy, timeliness of adjustments, and documentation of reserve rationale against actual exposure.
- Is the initial reserve set within 30 days of FNOL?
- Is reserve rationale documented at each change?
- Does the reserve reflect current exposure and litigation risk?
Liability & Causation
Analyzes liability determination methodology, comparative fault assessment, and causation documentation quality.
- Is a liability determination documented within the required timeframe?
- Is comparative fault assessed and supported by evidence?
- Are causation opinions from experts obtained when warranted?
Regulatory Compliance
Checks adherence to state-specific claims handling regulations, notice requirements, and statutory timeframes.
- Were acknowledgment and acceptance/denial letters sent within statutory deadlines?
- Is the claim diary compliant with state-mandated contact intervals?
- Are denial letters citing the correct statutory basis?
Litigation Management
Evaluates litigation strategy, defense counsel oversight, settlement authority documentation, and trial preparation quality.
- Is a litigation plan documented within 30 days of suit?
- Are defense counsel status reports reviewed and actioned?
- Is settlement authority properly documented and within granted limits?
Every topic, every question, every scoring rule is defined by your organization. Common frameworks include investigation quality, reserving, liability, regulatory compliance, subrogation, and litigation management — but your audit scope is yours to configure.
See It in ActionEvery role has a tailored view
From partner-level oversight to individual claim scoring — the platform adapts to your role and audit scope.
Built for every side of the audit relationship
Insurance Carriers
Multi-TPA oversight at scale
- Benchmark TPA performance across programs
- Identify systemic handling deficiencies early
- Standardize audit criteria across all vendors
- Generate board-ready compliance reports
TPAs & Self-Insureds
Proactive quality assurance
- Run self-audits before carrier reviews
- Identify adjuster training opportunities
- Document compliance posture continuously
- Reduce bad faith exposure proactively
Reinsurance Companies
Portfolio-level claims oversight
- Audit cedant claims handling practices at scale
- Identify adverse development patterns before they escalate
- Standardize audit criteria across multiple cedants
- Generate defensible findings for treaty negotiations
Ready to see it in action?
Book a 30-minute demo. We'll walk through a live audit — manual or automated — using your claims data or a sample file, so you can see exactly what the platform surfaces.
Request a Demo