Insurance is drowning in paperwork.
Guide reads every file against compliance policy and internal guidelines — so risk surfaces early and QA teams catch issues before they leak. Built for MGAs, TPAs, and carriers.
Surface risk early. Move every file faster.
- 01Risk hides in paperwork.
Most leakage, kickbacks, and compliance gaps are visible the day the file lands — if anyone had time to read every page.
- 02Files arrive from everywhere.
FNOLs, photos, estimates, medicals, emails, Excels. Guide reads the whole file from your CMS, document repository, and inbox — not just what was keyed in.
- 03Catch issues while they are still small.
Guide checks every update against UCPA, internal SOPs, and undisputed-payment rules so issues surface before they cost money.
- 04Help adjusters move, help QA close.
Briefs and red flags for the adjuster. Source-cited findings and audit packets for the QA and management team. Same file, two audiences.
From raw file to claim-ready — and audit-ready — in seconds.
Purpose-built for MGAs, TPAs, and carriers. Guide sits on top of your existing CMS — reading documents from the file and feeding structured analysis back where your team already works.
Scan every open file against your rule packs. Guide surfaces overdue obligations, missing docs, and catchable leakage with source-cited findings the QA team can act on.
Catch issues while they are still hot.
Most leakage and rework gets baked in at intake. Guide catches it on day one and re-checks every update — so issues are surfaced when they are still cheap to fix.
Surface risk at intake
Guide reads every document the day it arrives and flags coverage questions, missing critical docs, and UCPA timing risk before a handler ever opens the file.
Flag drift while it is small
Every new note, estimate, or photo gets re-checked against your SOPs and undisputed-payment rules. Issues are caught while they are still cheap to fix.
Close audit-ready
Source-cited findings, leakage exposure, and reviewer packets are ready the day the file is ready to close — not weeks later when QA finally gets to it.
You control the inputs. Guide does the comparison.
You bring the files and the rules. Guide ingests from your CMS, document repository, and inbound email, compares every file against the guidelines that govern it, and writes structured findings back into the file.
- CMS file exports
- Document repository
- Inbound email
- FNOL · policies
- Photos · estimates
- Adjuster notes · medicals
- Texas UCPA
- Florida UCPA
- CA Fair Claims Practices
- NAIC Market Conduct
- Internal SOPs
- Undisputed-payment rules
- Carrier guidelines
- Document understanding
- Rule-pack comparison
- Red flag detection
- Missing information review
- Claim brief
- Timeline
- Coverage questions
- Missing info checklist
- Source-cited findings
- Audit-ready reviewer packet
Built around your workflow, not forced onto it.
Claims teams already have systems, SOPs, carrier guidelines, reporting formats, and handoffs. Guide works closely with customers to understand the actual workflow, build around existing tech systems, and iterate quickly instead of forcing a generic off-the-shelf implementation.
Map the real workflow
We work with your team to understand how files actually move — from intake to assignment, review, reporting, and QA.
Build around your systems
Guide is designed to fit around existing claim systems, document flows, carrier guidelines, and reporting requirements.
Start narrow and prove value
We identify one high-friction workflow, pilot quickly, and measure impact on output quality, rework, and cycle time.
Iterate with the team
We stay close to adjusters, managers, and claims operations teams so the system improves around real claim handling.
Book a 30-minute walkthrough.
Pick a time that works for you. We’ll walk through how Guide fits into your claims workflow.
Reduce the paperwork between loss and resolution.
See how Guide can support your claims workflow.