Create a review table from claims reports, adjuster notes, and loss correspondence.
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.
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 demoThe demo uses sample data. You will see how primary sources become rows by default, how related attachments can stay with them, how a template prepares columns, and how to review the result before export.
The template is designed for claim tracking and operational review:
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Start with a prepared template for the workflow. The columns and instructions match the selected use case.
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.
Upload files, add URLs, or paste text. Each primary source becomes one row by default; related attachments can stay on the same row.
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.
The demo uses synthetic file names, URLs, or text-source names and results. The same principle applies to your own primary sources; related attachments can be added to the same row.
The output is a table that works well in Excel or another review workflow. One row represents one primary source by default, related attachments can stay with it, 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.
| Source | Claim number | Policy number | Insurer | Policyholder or claimant | Incident date |
|---|---|---|---|---|---|
| claim-report-machinery-damage.pdf | stated in source | stated in source | stated in source | stated in source | 2026-06-14 |
| adjuster-report-warehouse-leak.pdf | value to verify | value to verify | value to verify | value to verify | 2026-06-21 |
| vehicle-loss-correspondence.pdf | fill after review | fill after review | fill after review | fill after review | 2026-07-02 |
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.
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.
Yes. Rowvia prepares a review table where each primary source becomes one row by default, related attachments can stay with it, and the columns match the selected workflow.
Typical fields include Claim number, Policy number, Insurer, Policyholder or claimant. You can adjust the columns to match your process.
No. The output is a reviewable working table. Important legal, accounting, insurance, or compliance values should still be checked by the responsible person.
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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Open the demo, use the related template, or compare similar document scenarios.
