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ClaimPartner

Turning Insurance Complexity into Broker Opportunity

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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