Document & Evidence Collection

Workflow triggers when claim status changes to 'Approved for Investigation'. Claim details and claimant contact information are passed to the automation.

Reviews claim type, policy details, and internal guidelines to generate a list of required documents and the parties who must provide them.

Automation sends templated document request emails to claimant, medical providers, and third parties. Each email is personalized with claim details and a unique tracking link.

Automation monitors the claims inbox for incoming documents and attachments. Received documents are automatically logged with timestamp and sender.

Received documents are automatically downloaded, renamed according to internal standards, and organized into the claim folder.

Automation checks if all required documents have been received. If no, a follow-up request is sent automatically.

For missing documents, automation sends a follow-up email to the responsible party with a deadline. This step repeats until all documents arrive or the deadline passes.

Once all documents are received, automation creates an evidence summary document, updates the claim record, and sends a notification to the adjuster that evidence collection is complete.