CaseIQ & AI Redaction · Insurance
Insurance case management without the complexity.
Manage complaints, investigations, claims reviews and regulatory enquiries from a single platform. CaseIQ reduces manual administration and improves visibility across the entire case lifecycle.
Insurance case types: complaints, claims, fraud, regulatory and more.
Platform for the full case lifecycle: capture, track, collaborate, close.
Audit trail on every case action, decision and evidence item.
The reality in insurance
The challenge is not collecting information. It is keeping it organised.
Claims, complaints, investigations and regulatory enquiries all generate large volumes of information spread across emails, folders, spreadsheets and multiple systems. Tracking actions, maintaining an audit trail and ensuring nothing gets missed becomes increasingly difficult as case volumes grow.
- Customer complaints
- Claims investigations
- Fraud referrals
- Regulatory enquiries
- Subject access requests
- Internal reviews and compliance cases
CaseIQ: one platform for every insurance case
CaseIQ provides a structured environment for the full case lifecycle.
From the initial report through to resolution, all case information lives in one place. Teams capture documents, communications and evidence, track tasks and decisions, collaborate across functions, and maintain a complete audit trail. No switching between systems.
- Centralised case information and evidence
- Single view of activity and progress
- Collaboration across teams in one record
- AI-assisted summaries and key insight retrieval
- Configurable workflows to match existing processes
How it works
From initial report to case closure, inside one platform.
Create the case
Open a case in CaseIQ and capture all relevant information from the start: case type, parties involved, initial details and any supporting documents.
Capture evidence
Add documents, communications, images, video and audio directly to the case record. All evidence is held in one place and accessible to the right people.
Track and collaborate
Assign tasks, record decisions and track progress. AI surfaces key insights and summaries to help teams work through complex cases more efficiently.
Govern and close
Escalate, review and close cases with clear governance. Every action is logged with a full audit trail ready for regulatory review or legal proceedings.
What changes with CaseIQ
Less administration. More visibility. Better outcomes.
Faster resolution
Improved visibility
Consistent processes
Reduced admin burden
Better governance
Complete audit trail
AI Redact for insurance evidence
Sensitive information, handled correctly before disclosure.
Many insurance cases contain personal data that must be reviewed and redacted before being shared internally or externally. AI Redact works directly within CaseIQ, processing evidence automatically and presenting every redaction for reviewer approval before anything is shared.
- Customer information redacted from documents
- CCTV and dashcam video evidence processed
- Audio recordings and transcripts handled
- SAR and regulatory response preparation
- Reviewer approves every redaction before sharing
Typical insurance use cases
Any process that generates a case record, tracks decisions and requires an audit trail.
Case administration slowing your teams down?
See how CaseIQ manages the full lifecycle from initial report to resolution.
Frequently asked
Is CaseIQ only for investigations?
Can we configure workflows to match our existing processes?
Does CaseIQ support audit and compliance requirements?
Can AI Redact be used alongside CaseIQ?
What types of evidence can AI Redact process?
How does CaseIQ support subject access requests?
See CaseIQ in action for insurance teams.
Managing claims, complaints or investigations is creating unnecessary administration.
We can show a more practical approach. Book a short walkthrough for insurance teams and see how CaseIQ manages cases from initial report through to resolution.