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Automated Claims Processing

Put insurance claims processing on autopilot

What is automated claims processing?
Automated claims processing uses OCR and AI to extract data from claim forms, medical records, photos, and reports, cross-reference it against your CRM, and route each claim down the right approval track — without manual data entry. Zenphi runs this natively inside the Google tools your team already uses.

Reclaim your office efficiency with AI-powered workflows. Automate claims processing, extract data and route to various approval tracks — all within Google tools your team is already using.

No card needed · ISO 27001 certified · HIPAA-compliant
Claims Processing Workflow
Live in production
Trigger → AI Step → Route & Act
Trigger
FNOL received — email, form, or Drive upload
Claim forms, medical records, photos, police reports
OCR
AI Step
Data extracted and cross-referenced against CRM
Pulls claimant's policy tier and history automatically
AI
Route & Act
Routed by risk — flagged if suspicious
Fast-track for clean claims, escalation for anomalies
Auditable
Trusted by IT & operations teams at
Google
Gordon Food Service
Emerson College
Daily Harvest
Campbell University
Lift Schools
Tabby.ai
Action Behavior Centers
NYC Department of Education
NC State University

How Zenphi Helps To Process Claims Faster

Zenphi harnesses advanced OCR (Optical Character Recognition) and AI-powered technologies to extract relevant information from various documents including claim forms, medical records, photos, handwritten police reports, invoices, and other supporting documents. Key details are captured and cross-referenced against your CRM or other "source of truth" to pull the claimant's policy tier and history.

With Zenphi IDP, You Can:

Process claims in real-time

Keep your team and your customers happy with faster claim adjudication and quicker payouts for policyholders.

Boost accuracy

Automatically cross-verify the information extracted from different documents to ensure accuracy and consistency, reducing the risk of processing incorrect or fraudulent claims.

Save time

Refocus your team on higher value tasks by minimizing their time spent on manual data entry or verification processes, and correcting mistakes introduced through human error.

Improve fraud detection

Harness IDP to flag suspicious claims based on predefined patterns or anomalies in the data received.

Boost efficiency & reduce costs

Reduce the need for manual labor and paper-based processes, leading to potentially significant cost savings and increased operational efficiency.

Enhance the customer experience

Ensure faster and more accurate claims processing to improve customer satisfaction, as policyholders receive timely and fair claim settlements.

What Sets Zenphi Apart

AI Where It Counts

Use AI to extract data and classify FNOLs/claims based on high-risk keywords or intention.

Google Workspace

Works directly inside the Gmail and Drive folders your team already uses daily.

White-Glove Build

We handle the "heavy lifting" by building your high-priority workflows for you at no extra cost.

All Essential Features of an AI-Powered Tool For Claims Processing

Zenphi combines AI-driven intelligence with no-code automation to optimize your operations, while seamlessly integrating AI capabilities into workflows to ensure efficiency, scalability, and ease of use.

1
Workspace

Google Workspace Native

Process FNOLs directly from Gmail email arrivals, Google Form submissions, or files dropped on your Google Drive. No learning curve for team members!

2
Extraction

Data Extraction Built-In

Extract data from handwritten reports, medical records, photos and more.

3
ZAIA

ZAIA — AI Workflow Assistant

No technical team needed! Describe a workflow (e.g., "extract data from all emails arriving in [email protected]") in plain English, and ZAIA builds it for you.

4
Routing

Complex Routing Logic

Process claims through different protocols based on the emergency level detected automatically by AI.

5
Speed

7-Day Rapid Deployment

Our no-code visual designer and "White-Glove" build service ensure your first high-priority workflow is live and running in just 7 days.

6
Pricing

Flat Pricing

Flat pricing ensures you can process 1,000+ submissions during spikes without worrying about per-run costs.

Human Support, Always Live

While other platforms push you through chatbots and endless loops before reaching a real person, Zenphi takes a different approach. Our Customer Success team is always live — no bots, no scripted responses, no wasted time. Every support request is handled directly by a human expert who understands your workflows and can give you a hand with them quickly.

Even though Zenphi is an AI enablement platform, we believe some things should never be automated — like the way we support our customers.

Talk to us
Case Study

How An Insurance Agency Recaptured 250 Hours/Month By Automating Claims Processing

A regional insurance agency was drowning in manual claims intake — reading every submission, keying data by hand, and chasing approvals over email. After automating the process with Zenphi, they recaptured 250 hours of team time every month, without adding headcount.

250 hrs
Recaptured monthly
0
Extra headcount needed
What's inside
  • The exact claims intake workflow, step by step
  • Before/after time breakdown per claim
  • Where AI was used — and where it wasn't

Get the full case study

See How AI-Powered Claims Processing Can Transform Your Operations

Zenphi makes AI practical. Automate data extraction, categorization, approvals and document workflows — all using Google tools that your team is already familiar with.

1

See how other leaders do it

We share best practices! Use this meeting to see how we helped other agencies automate claims processing.

2

Understand pricing

Zenphi offers flat, operation-based pricing that scales with your workflows — not per seat.

3

Use case walkthrough

During the call, we'll evaluate your use case and provide tailored guidance on how Zenphi can address your requirements.

FAQ

Insurance Claims Processing — Frequently Asked Questions

Do we need a new system to run Zenphi?

No. Zenphi connects directly to your existing tools — especially Google Workspace — so you don't need to rip and replace.

Can Zenphi handle integrations beyond Google?

Yes. Zenphi connects with hundreds of apps and systems, so you can easily pass data from claims you receive via Gmail email to CRM and other systems.

Do I need AI to extract data from FNOLs?

Yes, this is what data extraction is built upon. However, all AI usage is already included in your Zenphi subscription. You don't need to purchase ChatGPT or Gemini subscriptions separately — all the AI you need to process your claims and extract data is already within Zenphi.

How secure is it to use AI in workflows with Zenphi?

Very secure. Zenphi is built with enterprise-grade security, follows strict compliance standards, and is officially vetted by Google. Zenphi is available on Google Cloud Marketplace — meaning you can be billed by Google directly for Zenphi's automation.