Claim Ready

Claim Ready helps financial advisors and insurance professionals spot potential coverage gaps, exclusions and dwelling-limit shortfalls in their clients' home and property insurance before a loss.

This connector brings the findings from policy reviews you've already completed in Claim Ready into Claude, so you can prepare for client meetings without switching tools. It's read-only. It never starts a scan, uses credits or changes any record.

What you can ask Claude:

• Which of my authorized households have high-risk coverage gaps?
• Summarize the coverage gaps for household "Lakeshore 3" before my meeting.
• Is the dwelling limit for this household below the estimated reconstruction cost?
• What does this policy cover for water backup, matching and ordinance or law?

Privacy by design:

• You choose which households to share. Connecting Claude alone shares nothing. Each household is shared only after you confirm in Claim Ready that the household authorized it. Access expires after 90 days unless you confirm again.
• Level 1 detail only: findings and severity, with no dollar amounts, client names, addresses or policy numbers. Households appear under a reference label you choose.
• Every request is logged. You can revoke a household or disconnect at any time.

Requirements: an active paid Claim Ready advisor or agent account (a current agent plan or Financial Advisor Scan Package) with completed policy reviews (claimreadyapp.com). Connecting Claude doesn't by itself give access to any data.

Claim Ready results are screening estimates that support your professional judgment. They aren't coverage determinations, legal or insurance advice, or claim predictions. Review them before sharing anything with a client, and tell clients that AI-assisted tools were used.