Casetext

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🔍 People also searched for

Insurance AI

About this Tool

Casetext

Revolutionizes legal work with AI: research, document review, contract analysis, timeline creation.

Pros & Cons

✓ Pros

✓Solutions
✓Products
✓Purchase
✓Free plan or freemium pricing

✗ Cons

✗Pricing requires contacting sales
✗Some advanced features may require higher-tier plans

Key Features

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Solutions

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Products

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Purchase

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Resources

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Law firms

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Corporations

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Tax, audit & accounting firms

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Government

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Partnerships & alliances

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By use case

📋 Scripts & Prompts for Casetext +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template

Give a Bot a Fish

Advanced ⏱ 10 min

The “give a bot a fish” bucket is for scenarios when you can explicitly give the bot, in the hidden…

🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Casetext +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

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PolicyGenius API MCP

Medium 📱 macos, linux, windows

MCP that wraps insurance-comparison APIs.

GitHub

🔌

eHealth Marketplace MCP

Medium 📱 macos, linux, windows

MCP for health-insurance marketplace data and quoting.

🔓 Sign Up Free to Install

🔌

Verisk Data MCP

High 📱 macos, linux, windows

MCP wrapping Verisk insurance-industry data services.

🔓 Sign Up Free to Install

🔌

ISO Circulars MCP

High 📱 macos, linux, windows

MCP for ISO/Verisk circular and form library lookup.

🔓 Sign Up Free to Install

🔌 Browse All MCP Servers →

🤖 AI Agents for Casetext +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE

Claude Sub-agent: Subrogation Hunter

⏰ Scheduled

Claude Code sub-agent that reviews closed claims data, identifies subrogation candidates by liability indicators, and produces a recovery worklist.

https://github.com/anthropics/claude-code

⬇ Import Agent Docs

⚡ ZAPIER

Zapier ACORD-to-AMS Sync

⚡ Event

Zapier Zap that takes structured ACORD JSON from a webhook and creates or updates records in Applied Epic, AMS360, or Hawksoft.

https://zapier.com/apps

🔓 Sign Up Free to Import

🤖 CLAUDE CODE

Claude Code Claims Triage Agent

⚡ Event

Claude Code agent that takes free-text FNOL narratives, classifies loss type, scores severity by configurable rubric, and routes to the appropriate adjuster queue.

https://github.com/anthropics/claude-cookbook

🔓 Sign Up Free to Import

🤖 CREWAI

CrewAI Underwriting Crew

▶ On-demand

CrewAI workflow with risk-data, pricing, and decision-drafter agents that consume an application and produce an underwriting memo with bind or decline recommendation.

https://github.com/crewAIInc/crewAI-examples

🔓 Sign Up Free to Import

🤖 Browse All AI Agents →