History as a narrative
Claims, service visits, and outcomes condensed into a chronological story: what happened, how it was resolved, what patterns emerge.
Claims & Service History · on the Vertiqa OS
Coming soon
The whole claims file, readable in two minutes.
Vertiqa's Claims & Service History agent will condense years of claims or service records into a clear narrative — for renewal calls, disputes, and handoffs.
The problem it removes
Before a renewal call or a dispute, someone reads the entire history file — years of claims, visits, and notes. It takes an hour, so it usually doesn't happen, and the conversation suffers.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Pattern flags
Repeat issues, rising frequency, and unresolved threads are called out — the things a renewal or dispute conversation actually turns on.
Instant handoffs
New account manager, escalation, or carrier conversation — anyone gets current on the full history in minutes.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Claims & Service History will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Read-only — summaries never alter the underlying records.
- Summaries carry links to every source entry so any claim in the narrative can be verified.
Built for
Frequently asked
Is the Claims & Service History agent available today?
Not yet — Claims & Service History is in development on the Vertiqa OS. This page describes what it will do so you can tell us whether it fits how you work. Four agents are live today; see the full roster on the Agents page.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Claims & Service History agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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