Using Sedgwick with SoterAI
Connect Sedgwick to SoterAI and ask questions about your claims data from viaOne, without exporting spreadsheets.
Like every SoterAI connector, the Sedgwick connection is read-only: SoterAI can read and search your data, but it cannot create, edit, or delete anything in Sedgwick.
Assisted setup. Sedgwick is connected with help from our team. In the Connectors panel, its card shows Request setup instead of Connect. You bring the access details from your side, and we set up the connection to your workspace for you — there is nothing to install.
Before you request setup
Have the following ready before you send your request:
- API client credentials for your organisation (ask your Sedgwick account team to issue these)
- Your viaOne region
- The client accounts you want to connect
Keep your credentials safe. Don't paste passwords, secrets or tokens into the request email. List which details you have ready, and our team will confirm how to share them securely. Use credentials scoped to the minimum access you need.
What SoterAI can access
Once connected, SoterAI has read-only access to:
- Claims data for the client accounts you connect, such as claim details, status and associated information
Access is always limited to what the credentials you provide are allowed to read.
What SoterAI cannot do
- Cannot create, edit, or delete records in Sedgwick
- Cannot submit forms or trigger workflows inside Sedgwick
- Cannot access data outside the scope of your credentials
- Cannot change configuration, permissions, or user access
How to request setup
- 1Click the puzzle piece icon in the chat input bar to open the Connectors panel.
- 2Open the Available tab and find Sedgwick under Risk & safety (use the Search integrations bar if needed). The card shows a short summary of what we'll need.
- 3Click Request setup. A prefilled email to our support team opens, with the connector name and your workspace already filled in, plus the same checklist.
- 4Add any details you already have (without credentials) and send it.
- 5Our team will reply to arrange the next steps and set up the connection. Once it's live, Sedgwick appears in your Connected tab and you can use it in chat like any other connector.
If your email app doesn't open, write to help@soteranalytics.com with the subject ‘Connector setup request: Sedgwick’.
To remove access at any time, open the Connectors panel and click Disconnect on the Sedgwick card in the Connected tab.
Example queries
Once connected, just ask naturally.
Exploring your data
- "How many open claims do we have by location?"
Reading and analysing
- "What are the most common injury types in claims this year?"
- "Summarise claim trends for the safety committee"
Use cases
Claims insight
Ask about open claims, injury types and trends in plain language instead of exporting and filtering spreadsheets.
Linking claims with incidents and risk assessments
Review your claims data alongside incidents and risk assessments so you can see which hazards are driving cost.
Insurer and broker meeting preparation
Pull together the claims picture you need ahead of a meeting with your insurer or broker, without leaving the conversation.
Troubleshooting
| Issue | Solution |
|---|---|
| My email app didn’t open when I clicked Request setup | Write to help@soteranalytics.com with the subject ‘Connector setup request: Sedgwick’. |
| SoterAI can’t see certain records | Access is limited by the permissions of the credentials you supplied. Ask your Sedgwick administrator to confirm what they can read. |
| Slow responses on large queries | Narrow your question, for example to a date range, site, or single record type. |
| We don’t have API credentials | API client credentials are issued by your Sedgwick account team. Request them first, then send us the setup request. |
For more general help, see Troubleshooting external app connections.