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
At a Glance
- Founded
- 2024
- Headquarters
- New York, NY, United States
- Employees
- 1-10
- Funding
- Seed
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Document Management Customer Engagement
- Insurance Verticals
- P&C Commercial
- Target Customers
- Brokers, Agents/Agencies
Customers
- Moreton & Company (testimonial reference: Rob Oldroyd, Senior Producer)
Links
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Last updated: 2026-06-15