Choose a template
Start with a prepared template for the workflow. The columns and instructions match the selected use case.
Insurance claims reports to a review table
Create a review table from claims reports, adjuster notes, and loss correspondence.
Short story
A service team tracks several insurance claims at once. The reports come from different insurers and adjusters, but the follow-up questions are consistent: claim number, policy, claimant, incident, assessment, amount, and next action. Rowvia.ai creates a structured first pass for review.
How it becomes a table
Upload claims reports or correspondence, use the Claims report template, and review extracted fields row by row. The table supports tracking and handoff; it does not decide coverage or liability.
Open the claims demo
Template
Claims report
The template is designed for claim tracking and operational review:
Claim numberPolicy numberInsurerPolicyholder or claimantIncident dateIncident locationLoss descriptionDamage assessmentEstimated amountNext action
Workflow
From template selection to a finished table
Rowvia prepares columns
Each output column has its own instruction, so the result is structured table data instead of a loose summary. You can adjust the suggested columns or add custom ones for the fields you need.
Add sources
Upload files, add URLs, or paste text. Each source becomes one row and waits for processing.
Run processing and review the result
During processing, you can see what is done, what is waiting, and what is currently running. After completion, you can correct cells and export the table.
Example sources
Each source becomes one row
The demo uses synthetic file names, URLs, or text-source names and results. The same principle applies to your own sources.
- claim-report-machinery-damage.pdf
- adjuster-report-warehouse-leak.pdf
- vehicle-loss-correspondence.pdf
Output
A table ready for review and export
The output is a table that works well in Excel or another review workflow. One row represents one source and the columns describe the specific fields you want to extract. For claims reports, this makes it easier to compare sources side by side without manual copying.
Review
What to check
Rowvia is useful for a first structured overview, review, and export. It should not replace accounting, legal, insurance, or other expert decisions, and important values should be checked against the source document.
Beyond OCR
More than reading text from a source
Ordinary OCR usually only reads text. In a claims reports workflow, the more useful result is getting values into the same columns across several sources, so they can be compared, filtered, and handed off as a table.
FAQ
Frequently asked questions
Can Rowvia turn claims reports into a spreadsheet?
Yes. Rowvia prepares a review table where each added source becomes one row and the columns match the selected workflow.
Which fields should usually be checked in the output?
Typical fields include Claim number, Policy number, Insurer, Policyholder or claimant. You can adjust the columns to match your process.
Does Rowvia replace expert document review?
No. The output is a reviewable working table. Important legal, accounting, insurance, or compliance values should still be checked by the responsible person.
Can I add custom columns?
Yes. You can use a prepared template as a starting point, then adjust columns or add your own questions for the fields you need to extract.
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