Insurer and third-party liaison work involves logging new claims, requesting documentation, and tracking payments across multiple parties. Manual tracking creates delays, inconsistent follow-up, and missed service level deadlines.
Automation captures claim details on arrival, chases outstanding documents automatically, and matches payments to open claims. This shortens documentation turnaround and keeps customers informed with less manual effort.
The full workflow, from trigger to completion.
Inbox triggers the workflow when an insurer or third party emails a new claim notice.
Extracts claimant, policy, and incident details and creates records and.
Sends document requests to the third party and files responses automatically.
Checks for the matching insurer payment and updates claim status.
Manager reviews any claim flagged past SLA and follows up directly with the insurer.
Sends the claimant an automatic status update once the claim is resolved or escalated.
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