Partner · Snapsheet

Snapsheet × Agentech.
One claims ecosystem.

Through our integration with Snapsheet, Agentech empowers carriers to dramatically accelerate claim handling while improving accuracy across every touchpoint. AI-driven summaries, automated assignments, and intelligent routing move work seamlessly through your ecosystem, freeing teams from repetitive tasks and unlocking double-digit efficiency gains.

Live with Snapsheet today — XactAnalysis included — 5 integration surfaces
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Native integration · Snapsheet CMS ↔ Agentech AI
Partner ecosystem Live integrations
— Integration 01 / 05 · XactAnalysis ↔ Snapsheet

Xactly what you've
been asking for.

Eliminate re-keying between Snapsheet and XactAnalysis.

Seamlessly bridge your CMS and estimating software to eliminate manual assignment transcription and drastically reduce data entry errors. Our integration automatically creates XactAnalysis assignments from Snapsheet data and syncs notes, status updates, and document exports. Accelerate your assignment process and free your adjusters from repetitive administrative tasks so they can focus on adjusting.

Want to automate your File Review and QA Processes within Xact as well? Check out QA Complete™, our AI-powered File Reviewer.

Learn about QA Complete →
Snapsheet ↔ XactAnalysis integration
— Integration 02 / 05 · FNOL Analysis & Action Plan

Instant claim triage.
Adjuster-ready in seconds.

AI-driven FNOL analysis delivers expert-level insights the moment a claim is reported.

We automatically generate prioritized action plans and identify urgent tasks, ensuring critical next steps — like SIU escalations or legal demands — are never missed. Standardize best practices across your entire workforce on the first touch.

See the FNOL Analysis plan in action →
FNOL analysis & action plan
— Integration 03 / 05 · Weekly Claim Analysis

Proactive monitoring.
Automated weekly summaries.

Keep claims moving with automated assessments of key activities, payments, and outstanding tasks.

Our system proactively drafts recommended claimant communications and flags stalled files, providing the oversight needed to prevent cycle time slippage. Ensure consistent contact frequency, compliance guidelines being followed, and faster resolution times.

Streamline your workflow →
Weekly claim analysis summary
— Integration 04 / 05 · Subrogation Intelligence

Maximize recovery.
Catch the 15% no one sees.

Automatically scan FNOL data to identify missed subrogation opportunities the moment a claim opens.

Integrated with the Source7 appliance recall database, our model detects investigation triggers and instantly generates specific tasks for field adjusters and insureds to capture evidence. Agentech automatically kicks off the entire discovery and recovery process — once the desk adjuster decides to pursue subrogation.

Boost your recovery rates →
Subrogation intelligence score panel
— Integration 05 / 05 · Document Renaming & Categorization

Structured data.
Organized claim files.

Transform chaotic claim files into structured assets — automatically renamed, categorized, and tagged inside Snapsheet.

Our AI distinguishes signal from noise, applying enterprise-wide naming conventions and automatically flagging critical files — like legal demand letters — for immediate attention. Eliminate manual file management and ensure the right documents reach the right teams instantly.

Standardized naming improves every other technology in your claims ecosystem — better filtering, cleaner downstream automation, fewer mis-routes.

Organize your claims data →
Document renaming & categorization
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Let's talk about
where to start.

Ready to learn more? Book a time to talk with our sales team and learn how you can get started with Agentech AI.

— Live in 3 weeks— QA Complete · in production— Claims Ops · in production