1. SetOnce™
... to fundamentally improve how claim settlements are
structured, documented and communicated with large &
complex property claims.
... By transforming how Customers and Claims Staff
Find, Connect, and Comprehend Everything INSTANTLY!

2. Property Claims Personnel typically expend 20% of their
working time explaining and preparing documents to
clarify settlements in large and complex property claims.

3. Customers consistently experience the pains associated
with reliance on their claims representatives’ efforts to
comply with these demands.
They can’t piece it
together themselves.
It’s Overwhelming!
The industry currently provides them
disconnected claim figures, calculations and
documentation for THEM to access, connect
and comprehend on their own – or by having
to call their claims representative!

4. SetOnce™ “will move the needle” by generating a 60% decrease in
adjuster’s administrative preparations, reduce LAE and positively
impact carriers’ servicing reputations and post-claim renewals!
Automating 3 of the 5
required adjusters’
preparations is directly
converted by SetOnce™
into...

5. ... an intuitive Self-Service Navigation for Policyholders to query
Payments or Damages, pre-attached to their calculations &
documentation for instant verification and understanding.

6. Patented SetOnce™ integrations will eliminate these
inefficiencies in auditing AND preparing settlement
communications in large and complex property claims...
... for All Stakeholders! Policyholders
Adjusters
Consultants
Management
Reinsurers
Regulators
etc...

7. SetOnce™ began as a simple but comprehensive solution to a problem all claims professionals and the
customers we serve experience repeatedly:
Nobody can find and connect anything in large or complex claim files with any kind of reasonable speed.
This remains an accepted drag on both staff productivity and customers' participation in their claims.
With a couple of decades handling, training, and overseeing others with large property losses, I understood the
effect on post-claim customer retention and mid-claim settlement cycles that relate to this congested but
accepted reality. As an avid designer of electronic solutions for my own and other's claims service companies, I
iterated the design of SetOnce™ as a remedy to overwhelming settlement confusion and constricted
transparency. This particular design is specific to multi-line property claims, but the underlying method of RPA-
based historical versioning will ultimately accelerate the claims process for claimants, staff and other authorized
stakeholders with any line of business.
Forward Leaning Claims Operations and Solutions Providers should get in touch with us to
explore collaboration for custom building SetOnce™ to your organization’s preferences.
Phil Barish, AIC, Executive General Adjuster