All Posts

How AI Email Intake Works Inside RocketClaims (And Why a Dedicated Inbox Makes All the Difference)

Embedded AI Example #1: Intake Unstructured Data into a Database

If you’ve ever spent time manually entering claims from email into a software system, you already know—it’s slow, repetitive, and error-prone.

Now imagine this:

You forward an email with claim info, and within seconds…
🚀 The system reads it, parses it, fills out the claim form, and routes it where it needs to go.
No human hands. No rekeying. No delays.

This is exactly what AI-powered email intake inside RocketClaims does. And in this post, we’ll show you how it works, what it does well, and a few best practices for getting the most out of it.

Step 1: Email Comes In, AI Takes Over

In a recent client demo, we walked through how RocketClaims automatically extracts key claim data from incoming emails.

Here’s what happens:

  • An email is sent with claim details in the body text.
  • Our AI middle layer reads the message and parses relevant fields like:
    • Claimant name
    • Address
    • Dates
    • Policy number
    • Incident description
  • The AI then auto-fills the claim form in RocketClaims—accurately and instantly.

“It didn’t make any mistakes… because I would never demo something that makes mistakes,” we joked in the walkthrough.

But truthfully? It’s highly accurate in real-world use too.

Step 2: Review & Approve in One Click

Once AI finishes populating the form:

  • You can review everything in RocketClaims
  • Make any minor edits if needed
  • Click approve, and the claim is ready to move forward

No copying. No pasting. No chasing PDFs.

Step 3: Set Up a Dedicated Claims Inbox

One crucial tip we give every client:

Set up a dedicated Outlook inbox for claim assignments.

Why? Because AI needs context to work well. If this inbox receives both claims and regular back-and-forth emails, the system can get confused and pull the wrong data.

When you give the AI a clean signal—just claims, no clutter—it performs at peak accuracy.

What AI Handles Well

  • Text-based emails with structured claim info
  • Common fields like name, address, phone, and incident data
  • Outlook Exchange integrations
  • Parsing fields with over 95% accuracy

What to Watch For

  • PDFs & Attachments – Not currently parsed by default
  • State abbreviations – Occasionally misread (e.g., “GA” vs. “CA”)
  • Unstructured or mixed emails – Multiple message types in the same inbox can throw off the parser

We’re always improving the parsing engine, but as with any AI, clean inputs = better outputs.

Final Thought: Faster Claims, Fewer Headaches

AI email intake in RocketClaims eliminates tedious data entry—and makes your claims team more efficient overnight.

It’s simple to set up. Incredibly accurate. And it only takes one Outlook inbox to unlock the full power of automation.

No more bottlenecks. No more burnout.
Just claims… done.

Recent Posts

My Personal Development Toolkit & History

I was just on the This Life without Limits podcast: audio here and video here! Purpose of this Post I wanted to compile a master list of concepts I’ve learned to drive personal transformation and how those concepts can be applied to one’s business / professional life. There is more content to come, but there’s […]

AI Meets Legal: How We Used Chat GPT to Auto-Edit a SaaS Contract Inside Our Own Product

Embedded AI Example #2: Autogenerate Contract Redlines What if your SaaS platform could not only store contracts—but edit them for you too? In this post, we’ll walk through a hands-on demo where we used a lightweight SaaS contract, dropped it into our product (RocketClaims), and had AI automatically make legal modifications—from payment terms to indemnification […]

How to Turn a Boring Proposal into a Client-Ready Presentation in Minutes

DIY Use Case #5: Create a Presentation from a Document You’ve just finished crafting a rock-solid proposal. It’s packed with everything—legal terms, detailed scope, pricing structure, statement of work. Perfect for signing.But not-so-perfect for presenting. When you’re face-to-face with a client on a call or Teams meeting, the last thing you want to do is […]

How to Use AI to Create Constructive Coaching Plans for Employees

DIY Use Case #4: Coaching Plan for an Employee Let’s be honest—coaching an underperforming team member is hard. Most of us, when frustrated, want to jump straight to a list of everything that’s gone wrong and demand change. But as any good leader knows, that approach rarely works. Real growth takes empathy, structure, and a […]