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.

When intake work keeps spilling across systems

An intake may look simple in a process diagram and still depend on inboxes, attachments, call notes, manual checks, and unwritten exception rules. The assessment starts with the path your team actually runs.

This assessment may fit if:

• Incoming information arrives through several channels and formats.
• Reviewers re-enter or reconcile information before a claim can move forward.
• Exceptions depend on individual experience rather than an explicit route.
• Source documents and structured claim fields are hard to trace to each other.
• A demo worked, but the integration, evaluation, or operating owner is still unclear.

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.

1. Current-state workflow map: entry points, handoffs, decisions, queues, exceptions, and human review.
2. Source and system inventory: document types, approved data sources, integrations, systems of record, and ownership.
3. Risk and dependency register: data access, privacy, security, model risk, operational failure modes, retention, and change dependencies that require owner review.
4. Target workflow and architecture: proposed boundaries, interfaces, traceability, confidence handling, and escalation paths.
5. Measurement plan: baseline data required, acceptance criteria, evaluation method, and monitoring responsibilities.
6. 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.

What this assessment does not include

• Production software or integration delivery
• A guarantee that AI is appropriate
• Legal, regulatory, actuarial, coverage, or compliance advice
• A security certification or penetration test
• Use of production claim data before access, retention, and handling terms are approved
• Enterprise-wide claims transformation planning unless separately scoped
• A promised savings, staffing, accuracy, or cycle-time result

How the assessment is scoped

1. Choose one path. Identify a single intake channel, document type, business unit, or handoff to examine.
2. Map the real workflow. Review artifacts and speak with the people who run, own, and support the path.
3. Define the boundary. Document interfaces, source traceability, exception handling, human review, data handling, and ownership.
4. Make a decision. Receive a recommended next step with assumptions, acceptance criteria, and reasons to proceed or stop.

Architecture and AI in one delivery model

Claims-intake software has to fit existing data contracts, controls, queues, and support responsibilities. Navaura brings enterprise architecture, software, integration, AI evaluation, and managed operations into the same design conversation.

• 20+ years in enterprise and insurance-system architecture.
• Architecture, integration, application development, AI evaluation, and managed hosting are available through one accountable team.
• Navaura designs around the existing claims platform rather than requiring a core replacement.

Questions before discovery

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.