Product Updates & Innovations, January 2025: Clive™ AI Streamlines Document Handling

At Five Sigma, we’re constantly evolving to make our customers’ claims management experience better and exceptional. We’re thrilled to share the newest enhancements to our platform and Clive™, the AI Claims Adjuster – all designed to streamline claims operations and harness the power of automation and AI-native technology.

With Clive, AI claims management is now available to any insurer, MGA or TPA looking to add AI and automation to their existing claims system. 

As a cloud-based SaaS – the platform and Clive are always up to date with the latest enhancements, for the benefit of all customers.

 🤖 Clive Automates Multiple Files Upload

Clive streamlines upload of multiple documents! Clive users can easily upload documents via the Clive chat interface, and Clive will automatically summarize and classify them, providing the name and type of the file. 

Watch the tutorial video to witness the magic ✨👇

 💌 Clive Automates Email Attachments Handling

Clive saves hours of manual and repetitive work with a new document extraction feature! Clive automatically summarizes, classifies, and stores incoming PDF email attachments directly in the claim documents tab—no user intervention needed.

Here’s how Clive does it:

1. Tracks incoming emails from policyholders, recognizing a document attachment. 

2. Processes the attached document, recognizing the relevant policy and claimant.

3. Uploads the attachment to the claims documents tab.

4. Summarizes the new document, saving it under a unique name, with an indication that the processing was done by Clive.

5. Sends a notification once he is done!

💰 Reserve Payment Pre-fill Configuration

We’ve added a new enhancement to the claims payment workflow – the Reserve Pre-fill capability. This feature is designed to simplify and speed up payment processing. Once enabled, a new button—”Pre-fill sub-reserves/reserves amounts“—appears on the “Set Payment” screen.

With a single click, all sub-reserves that have already been set (non-zero values) will automatically populate the payment fields—eliminating manual data entry and reducing the risk of errors.

Set Payment

📜 New Notification Templates 

A new “Templates” tab has been added to the Generic Templates Builder, allowing users to create and manage notification templates effortlessly.

With this update, when creating a new reminder, users will see a “From Template” button, enabling them to select pre-defined notification templates, saving time and ensuring consistency across communications.

Five Sigma - AI Claims Management Technology

Five Sigma offers AI and automation technology for claims handling. Clive™, the industry’s first Multi-Agent AI Claims Expert, working on top of any existing claims management system (CMS), and Five Sigma’s AI-native Claims Management Platform

For P&C carriers, MGAs, TPAs, and reinsurers, Five Sigma delivers tangible results through claims technology: cost savings, productivity boost, cycle time reduction, improved accuracy, and better policyholder service.

Clive™, our award-winning Multi-Agent AI Claims Expert, adds AI and automation to any existing system to automate routine tasks, dynamically plan claim handling, and advance the claim automatically according to the insurer’s operating procedure (SOP). Clive manages multiple AI agents that handle and automate different tasks and claim handling stages, including: intake, triage, liability assessment, coverage, communications, fraud detection, compliance, settlement, and more. 

Our customers can deploy Clive AI quickly, one agent at a time, and expand as they go. Adjusters are freed to focus on complex decision-making and better customer service. 

Five Sigma’s Claims Management Platform is an AI-native CMS, with Clive built-in. Our platform includes 360° claim visibility, an omnichannel communication hub, and easily configurable workflows — offering unmatched efficiency and cost savings.

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