Find the friction before you automate the intake
Map one claims-intake path from first notice and incoming documents through review and the claims-system handoff. Navaura identifies the decisions, exceptions, integrations, and measurement plan needed to define a responsible next step.
Built for P&C carriers and claims-focused TPAs. Your claims platform stays the system of record.
Begin with discovery to establish the workflow, objectives, and requirements that will shape the proposed engagement.
Check your intake readiness
8 questions · No email required. A directional self-check scored out of 16, not an audit or benchmark.
A bounded assessment before a build
Navaura examines one agreed claims-intake workflow. The work is scoped around a specific intake channel, document set, business unit, or claims-system handoff rather than a broad transformation program.
- Current-state workflow map: entry points, handoffs, decisions, queues, exceptions, and human review.
- Source and system inventory: document types, approved data sources, integrations, systems of record, and ownership.
- Risk and dependency register: data access, privacy, security, model risk, operational failure modes, retention, and change dependencies that require owner review.
- Target workflow and architecture: proposed boundaries, interfaces, traceability, confidence handling, and escalation paths.
- Measurement plan: baseline data required, acceptance criteria, evaluation method, and monitoring responsibilities.
- Recommendation: proceed to a bounded pilot, resolve prerequisites first, or do not use AI for the selected workflow.
Discovery establishes the workflow boundary, access requirements, dependencies, and intended outcomes. Navaura then proposes an assessment tailored to your organization.
Questions before discovery
When is this assessment useful?
Consider it when intake spans inboxes and systems, reviewers re-enter information, exception routes are unclear, or a promising demo still lacks an integration or operating owner.
How does an engagement begin?
We begin with discovery to understand your workflow, objectives, systems, and constraints. We then prepare a proposal that reflects the requirements of your organization.
How does the readiness check work?
Each of eight answers scores 0, 1, or 2, for a total of 16. Totals of 0–5 suggest mapping the workflow first, 6–11 suggest a bounded assessment, and 12–16 suggest defining a pilot boundary. Areas are compared by their average per-question score; tied areas are shown together. This directional check is not an audit, benchmark, or substitute for technical, security, privacy, governance, or operational review.
What is outside the assessment scope?
Production software delivery and enterprise-wide transformation require separate scope. This assessment does not provide legal, regulatory, actuarial, coverage or compliance advice, security certification, or penetration testing. No savings, staffing, accuracy or cycle-time result is promised. Coverage, medical necessity and settlement decisions remain with human reviewers.
Do we need to replace our claims platform?
No. The assessment assumes the current claims platform remains the system of record unless the parties explicitly agree to examine a different architecture.
Do you need production claim data?
Not to start the conversation. Navaura first confirms the workflow and data-handling requirements. Synthetic or de-identified material should be used where it can answer the assessment question. Any access to sensitive or production data requires approved terms and controls.
Does the assessment guarantee an AI pilot?
No. A valid result may be to fix workflow, data, integration, or ownership prerequisites first, or to decide that AI is not appropriate for the selected path.
Can you implement the recommendation?
Yes, Navaura can scope software, integration, evaluation, hosting, and support separately. The assessment does not commit either party to an implementation.
Begin with your claims intake workflow
Tell us where intake begins, where it lands, and what makes the handoff difficult. We will use that context to prepare for discovery and determine an appropriate next step.
Prefer to talk first? Bring one intake path and the systems it touches.