Claims operations are constantly seeking ways to accelerate handling and reduce administrative drag. One of the most significant and persistent bottlenecks is the manual triage of documents arriving via shared inboxes—a process involving downloading, renaming, classifying, and manually re-uploading files into the Claims Management System (CMS). These repetitive workflows inflate operating costs, increase the potential for errors, and ultimately slow down claim resolution.
Agentech's Solution: Document Routing
Today, we are thrilled to announce the launch of Document Routing, an AI-driven document management portal built specifically to eliminate this operational drain. Shipping this quarter, Document Routing automatically ingests email and attachments, leverages classification and extraction expertise to understand and categorize the content, and intelligently routes the files to their final destination.
This is more than just an upload tool; it's an end-to-end replacement for legacy shared-inbox workflows, providing claims teams with an intelligent, configurable interface that supports:
- Multi-Source Ingestion: Connect multiple claim inboxes, or use simple drag-and-drop and ZIP uploads.
- Fast Document Categorization & Tagging: AI automatically assigns document types and provides a confidence score to drive exception handling. Rules are fully admin-configurable.
- Advanced Data Capabilities: Define key data points (e.g., claim numbers, addresses, names) for extraction and reuse, and utilize a document splitting feature to separate merged files.
- Human-in-the-Loop Review (HIL): Maintain control with optional one-click approval queues for high-confidence documents, a "Needs Review" queue for low-confidence items, and clear escalation paths for sensitive files.
- Automated CMS Integration & Audit Trails: Once approved, files, tags, and notes are uploaded to your CMS with a complete, traceable audit trail and timestamps, ensuring compliance and traceability.
The Measurable Value Proposition
Document Routing is designed for real operational impact, leveraging Agentech’s existing expertise to preserve human oversight while dramatically reducing burden. The result is dramatically faster handling and a safer, more auditable routing process that delivers:
- 8X Productivity Improvement for document management and routing workflows.
- ~80% Automation of document triage and upload from inbox to CMS.
- Handling Time Reduction from approximately 4 minutes to just 30 seconds per routed document.
A conservative ROI illustration shows that reducing handling time by just 3.5 minutes per document (4:00 → 0:30) can save 58.3 hours (equivalent to ~1.46 FTE) for every 1,000 documents processed each week. These savings translate directly to lower operating costs, faster claim throughput, and fewer rework errors.
Next Steps to Engagement
Document Routing is intentionally configurable to your existing stack, allowing your teams to define categories, mandatory fields, and routing confidence thresholds, enabling a phased, controlled adoption.
If your team spends hours every week manually checking, renaming, and reuploading documents, Document Routing is built to take that work off their plates—safely, predictably, and at scale.
Want to be an early adopter or see this intelligent routing engine in action? Schedule a Demo!
