Portfolio Claims Management: Claims Intelligence for Claims Leaders

Claims leaders overseeing exposure, reserves and outside counsel need the whole portfolio in view, not one file at a time. OraClaim is defense-focused claims intelligence software built for claims leaders at carriers, captives and self-insured organizations. OraClaim is not a claims administration system; your claims system remains the system of record for payments, diaries and reserves. It lets claims teams track performance across the claims portfolio to manage defense counsel and supports real-time exposure analysis. It also synthesizes claim files into summaries that support reserve decisions, so leaders can put their review time into the files that need attention.

Claims professionals reviewing portfolio information

Portfolio Oversight Capabilities

Capabilities that help claims leaders see across the portfolio and into the individual claim files that need attention.

Exposure Analysis Support

Brings the dispute points, medical drivers and potential damages scenarios forward on files headed for leadership review.

Outside Counsel Oversight

Claims teams and defense attorneys work from the same organized file, giving leaders a clearer basis for counsel oversight.

Historical Patterns

Surfaces patterns from your team's historical case information to give portfolio reviews and roundtables context.

Reserve-Support Summaries

Synthesizes medical data, wage-loss information and treatment patterns into summaries that support reserve decisions.

Claim File Issues

Highlights causation issues, timeline gaps and conflicting statements within an individual claim file.

Case Evaluations

Supports case evaluations and exposure analysis on the files that need leadership attention.

Data-Driven Automation

Where OraClaim Fits in Portfolio Oversight

Portfolio oversight involves reviewing exposure, reserve requests and counsel performance across many open matters. It often means chasing status updates from adjusters and outside firms. OraClaim gives claims teams portfolio-level visibility and real-time exposure analysis, backed by organized, searchable claim files. Leaders then make reserve, authority and counsel decisions themselves.

Defense claims team reviewing portfolio information
The OraClaim Difference

Why OraClaim for Claims Leaders

Portfolio oversight built for the defense side, not generic claims administration.

Files Ready for the Review Agenda

Organized facts and summaries are in place before a file reaches the review agenda.

Patterns From Past Matters

Your team's historical case files add context to roundtables and file reviews; they inform judgment and are not forecasts.

Faster File Preparation

OraClaim says it can cut review time in half, so adjusters spend less time assembling each file.

Portfolio Visibility

Track performance across the claims portfolio, including outside counsel, instead of one status report at a time.

Meet the OraClaim Founders

Built by claims, risk, and data security leaders.

Portrait of Mark Tepper, Co-founder and CEO of OraClaim

Mark Tepper

Co-founder & CEO

Mark Tepper is the Co-founder and CEO of OraClaim, an AI-powered platform purpose-built for defense lawyers and claims professionals. Drawing on his firsthand experience litigating claims and managing risk for enterprise companies and insurers, Mark identified a critical gap in the defense ecosystem: overwhelming claim volumes compounded by manual processes and unstructured data. This insight drove him to co-found OraClaim with the mission of leveling the playing field against plaintiff firms leveraging technology. Mark brings deep legal and risk management expertise to the company, guiding its strategic vision and ensuring the platform delivers real, measurable value to defense teams across the United States. His commitment to improving the lives of those who manage and defend claims is at the heart of everything OraClaim builds.

Portrait of Andy Anderson, Co-founder and COO at OraClaim

Andy Anderson

Co-founder & COO

Andy Anderson is the Co-founder and COO at OraClaim, bringing extensive expertise in insurance risk analysis and high-exposure claims management. Having spent his career analyzing risk for insurers and managing complex, high-stakes claims, Andy developed a deep understanding of the inefficiencies that put defense teams at a disadvantage relative to plaintiff firms embracing technology. This experience inspired him to co-found OraClaim alongside Mark Tepper, with the shared goal of transforming how defense lawyers and claims professionals work. As COO, Andy is dedicated to connecting defense organizations across the United States with OraClaim's AI-driven platform, helping them scale capacity, reduce costs, and achieve better outcomes on every claim without sacrificing quality.

Portrait of Ali Khan, Co-founder and Head of Engineering at OraClaim

Ali Khan

Co-founder & Head of Engineering

Ali Khan is the Co-founder and Head of Engineering at OraClaim, a seasoned data security engineering leader who plays a central role in building and safeguarding the platform's technical foundation. Recognized for his expertise in secure system architecture, Ali was brought on by co-founders Mark Tepper and Andy Anderson specifically to ensure that OraClaim's AI platform meets the highest standards of encryption, authentication, and data protection. His work underpins the trust that defense lawyers, insurance carriers, and claims organizations place in the platform every day. Ali is committed to delivering a robust, secure, and scalable solution that integrates seamlessly with existing practice management and document management systems, empowering defense teams to work smarter without compromising on security or accuracy.

Frequently Asked Questions

What should leaders ask outside counsel when reviewing a litigated file?

Ask what changed since the last report, which facts drive exposure, what the evaluation range rests on and what is needed before mediation or trial. OraClaim's organized file and summaries let leaders check those answers against the records rather than the status report alone.

Which files deserve leadership attention in a portfolio review?

How does portfolio oversight work for a captive?

What should be recorded after a leadership file review?

What should a pretrial report give claims leaders?

Managing a Claims Portfolio?

See OraClaim's portfolio-level visibility and claim-file summaries in a live walkthrough.

Investors

Backed by

MGV logo

MGV

Maschmeyer Group Ventures (MGV) is a SaaS-focused venture fund with a history of investing in insurtech startups.

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Forum Ventures

Forum Ventures is an accelerator with a history of investing in technology for the insurance and legal sectors.

Newfund Capital logo

Newfund Capital

Newfund Capital is an early-stage VC firm based in Silicon Valley and Paris that finances seed-stage startups.

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Meridian

Meridian Ventures champions visionary founders, investing mainly at the pre-seed and seed stages.

Roo Capital logo

Roo Capital

Roo Capital backs companies in applied AI, vertical software, healthcare and cybersecurity, pairing capital with talent and commercial support.

See OraClaim's Portfolio-Level Visibility

Book a demo to see portfolio-level visibility, exposure analysis and reserve-support summaries for claims leaders.

Contact Us Today

Prefer to talk? Call us at (650) 550-2920. You can also send us a quick email at legal@oraclaim.com.