Claim Progress & Milestone Tracking

Keep every open claim moving by automating status updates, milestone alerts, and progress logs without manual chasing.

38 hrs

Time saved/month

Companies have mapped

About This Automation

Milestone tracking requires claims managers to manually review active claims, verify milestone dates, and send notifications to multiple stakeholders. This repetitive work consumes significant time and introduces errors when messages are copied and adjusted for different recipients.

Automation detects milestone events automatically, generates personalized notifications for each stakeholder group, and logs all updates in real time. the team receives same-day alerts instead of delayed manual notifications, and tracking records stay current without manual entry.

Key features

Detect milestone events automatically by comparing claim dates against scheduled milestones

Generate personalized status messages tailored to each claim type and recipient group

Send notifications to adjusters, claimants, and legal teams without manual copying

Log all milestone updates and notification records in your claims system automatically

Alert your team via notification channel when milestone batches are processed

How The Automation Works

The full workflow, from trigger to completion.

1. Daily Milestone Checktrigger

The automation runs daily at 8 AM to identify all claims that have reached a milestone date or phase change.

2. Query Claims Database

The automation queries to retrieve all active claims and their milestone schedules, comparing dates to today.

3. Milestone Detection

The automation evaluates each claim against its milestone rules, determines which stakeholders need notification, and generates personalized status messages.

4. Send Email Notifications

The automation sends templated status emails to adjusters, claimants, and legal teams based on the automation's output.

5. Update Record

The automation logs the notification event, recording the date, recipients, and message content for audit purposes.

6. Update Tracking Spreadsheet

The automation appends a row tracking log with milestone completion details and notification timestamps.

7. Post Team Alert

The automation sends a summary message listing all claims updated and their new milestones.

4 reasons to map this process

It's completely free

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You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

There's no obligation to build

78 hrssaved/month

13times mapped

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Frequently asked questions

Everything you need to know before mapping this process.

My process is slightly different from this. Can I customize it?

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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What do I actually get from the mapping session?

Does this work with the tools my team already uses?

What happens after I map my process?

Do I need to prepare anything before starting?

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Estimated Time Saving

38hrs/month

Process pain:7.8/10

Mapped by:10 Companies

Map this to your business to get your exact numbers.

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