# ClaimPartner

> Turning Insurance Complexity into Broker Opportunity

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | New York, NY, United States |
| Founded | 2024 |
| Stage | Startup |
| Employees | 1-10 |
| Funding | Seed |

## Overview

ClaimPartner is a policy analysis and broker enablement platform for commercial insurance brokers and independent agents. The company offers tools that parse complex insurance documents to surface coverage gaps, hidden risks, and cross-sell opportunities, helping brokers communicate policy details more clearly to clients.

The platform includes two core products: a policy analysis tool that converts uploaded policy documents into structured client reports, and theOneForm.co, an AI-powered commercial insurance intake form that adapts dynamically to each submission type. Both products deliver SaaS-based functionality and integrate with major agency management systems without requiring system migrations.

Founded in 2024 and based in New York, ClaimPartner is an early-stage company with backing from BrokeTech Ventures and ZenX Capital. The founder previously built a tech-enabled claims advocacy business in Europe serving over 10,000 brokers before launching ClaimPartner.

## Products & services

### ClaimPartner Policy Analysis Platform

A document analysis tool for commercial insurance brokers that processes uploaded policy documents to identify coverage gaps and generate client-facing risk reports.

**Key features:**

- Policy document upload and automated analysis
- Coverage gap and hidden risk identification
- Client report generation for transparent risk communication
- Supports broker\-client relationship building and deal conversion

*Target users:* Commercial insurance brokers and independent agents

### theOneForm\.co \(Commercial Intake Platform\)

An AI-powered intake form for commercial insurance submissions that adapts to quote, modification, and renewal requests.

**Key features:**

- Adaptive form generation tailored to each insurance request type
- Auto\-population from uploaded documents including EIN, NAICS codes, and prior policies
- Real\-time detection of coverage gaps, exposures, and data errors
- Cross\-sell opportunity suggestions without restarting the form
- AMS\-agnostic integration with Epic, AMS360, Hawksoft, and other platforms

*Target users:* Commercial insurance brokers, independent agents, and their producer teams

## Category & focus

- Subcategories: Document Management, Customer Engagement
- Insurance verticals: P&C Commercial
- Target customers: Brokers, Agents/Agencies

## Notable customers

- Moreton & Company \(testimonial reference: Rob Oldroyd, Senior Producer\)

## Links

- Website: <https://claimpartner.com>
- Directory profile: <https://insurtechlist.com/companies/claimpartner/>
- Linkedin: <https://www.linkedin.com/company/claimpartner-inc>
- Intake platform: <https://theoneform.co>

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*Last updated: 2026\-06\-15*