
Launch faster, report with accurate data, and scale with your customers.
Tailor operations to fit unique carrier rules, requirements, and priorities.
Workflows
Reporting
FNOL and Assignment
Document Management
Vendor Management
Roles and Permissions
In one complete claims system.

Auto
Deploy straight-through processing for high volume auto lines alongside deep task orchestration, event-based automation and granular data aggregation for more intricate and specialized exposure and loss types.

Property
Managing multiple vendors, documents, coverages, and stakeholders is the easiest part of running property claims when adjusters are working from one system of truth.
Answer the complexity of commercial insurance with control
Task orchestration, smart assignment, and event-based workflows keep stakeholders aligned and claims running on time even when coverages overlap or dependencies exist.

Aggregate data and segment operations without costly overlap
Role-based access and permissions define what every carrier, admin, adjuster team, or stakeholder can see and do in your system, including visibility into account-specific reporting customized for individual requirements and regulatory needs.

AI that lets adjusters adjust.
AI can't have an impact when it's stranded in a side panel, so Snapsheet AI integrates directly into your workflows with instant context of the data, rules, permissons, and logic already in place in your claims system.
Turn expertise into Agents
Configure AI Agents without code to designate the context data the Agent should use, direct the actions it takes, and define the output you want back.
Generate impact on day one
Pre-configured Agents execute high-value use cases across summarization, scoring, intake, liability checks, and communications on day one.
Deploy AI where work already happens
Trigger Agent actions in event-based workflows, or adjusters can initiate them on-demand in co-pilot experience.
Leave data entry for legacy systems
Document agents extract key data from documents, photos, and communications and map values to fields for adjusters to accept, edit, or reject.
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Snapsheet’s platform continues to adapt to our evolving needs, supporting growth and multiple CAT events. Their technology enables our team to deliver the best experience for producers and policyholders.
Execute with engineered
precision, without engineering
Tailor workflows to unique carrier rules and requirements without code. Automate tasks, communications, file notes, and external system updates and keep humans in the loop where it matters like reviews, escalations, and QA checks.
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Open API Integrations
Connect directly to your policy systems, payment providers, estimating platforms, and vendor systems for real-time data access across your tech stack
Event-Driven Webhooks
Claim events trigger real-time notifications to keep integrated systems synchronized without polling, delays, or data lag
Role-Based Visibility
Adjusters, managers, and executives can access dashboards tailored to their priorities from one source of truth
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