AI Adjuster Notes Summarization Agent

How Cassidy automates adjuster notes summarization using AI

Step 1: Trigger on new or updated claim

The Workflow activates when a claim is created or updated in your claims management system, or when new adjuster notes, medical records, or litigation documents are added.

Step 2: Ingest and classify documents

Cassidy pulls claim notes, emails, PDFs, and scanned files from connected sources, classifying each by type—adjuster note, medical report, legal filing, repair estimate—and normalizing dates, parties, and policy identifiers.

Step 3: Extract entities and build timelines

The Agent extracts key details: coverage terms, claimant information, loss dates, provider names, ICD/CPT codes, reserves, payments, and litigation milestones. It reconstructs a chronological timeline from FNOL through resolution.

Step 4: Generate structured summaries

Cassidy produces an executive brief and category-specific summaries—coverage stance, medical chronology, financials, litigation status, and pending actions—with each statement linked to its source for full traceability.

Step 5: Surface next-best actions

The Workflow identifies follow-ups: missing records to request, IME scheduling, negotiation windows, court deadlines, and reserve adjustments—delivered as a prioritized action list.

Step 6: Human-in-the-Loop review

Before delivery, summaries route to a claims professional for validation. Adjusters can correct inaccuracies, confirm completeness, and approve the final output.

Step 7: Deliver to claim systems and worklists

Approved summaries push directly into your CMS, RMIS, or adjuster dashboard—ready for review packets, QC audits, or conversational Q&A over claim history.