Client communication and updates keep claimants informed about the status of their claims. Tracking this manually across records and contact logs makes it easy for required updates to fall behind schedule.
An automated version tracks claim status, drafts personalized updates, and sends them without manual effort. This keeps claimants informed on time and reduces the risk of missed or overdue communications.
The full workflow, from trigger to completion.
The system watches for status changes on any open claim.
The Claims Status Monitor flags any claim where the client hasn't been contacted within the required window.
The Client Update Drafting pulls claim details and writes a status update email.
Low-risk, straightforward claims are sent automatically.
High-value or complex claims are routed to a supervisor for a quick review before sending.
The sent update and timestamp are logged automatically against the claim record.
Any claim still lacking an update past the deadline triggers an alert to the supervisor.
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