Insurer & Third-Party Liaison

Q: Does someone still need to review claims manually?

Yes, staff still review exceptions and complex claims while automation handles routine data entry and follow-up.

Q: Will this work with the tools our team already uses?

The automation connects with common email, spreadsheet, CRM, and accounting tools your firm likely already uses.

Q: What happens to claims already in progress when we start?

Existing claim records and documents are migrated into the automated workflow so nothing is lost during the switch.

Q: How are exceptions and unusual claims handled?

Unusual or overdue claims are flagged for a team member to review and escalate as needed.

Keep every claim moving by automating insurer follow-ups, document chasing, and status updates across all parties.

160 hrs

Manual time identified

Companies have mapped

Map This Automation

About This Automation

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.

Key features:

Captures claim details automatically from incoming notifications

Chases missing documentation on a set schedule without manual follow-up

Matches insurer payments to open claims automatically

Updates claim status and customer communications in real time

Flags overdue claims for escalation before SLA deadlines

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Chasing documents by phone and email Coordinators repeatedly follow up with third parties who do not send documents on time.	80%
2	Obtaining insurer claim numbers Getting a formal claim reference number often requires multiple calls or emails.	67%
3	Manual payment matching Matching incoming payments to open claims by hand is slow and error-prone.	53%
4	Inconsistent status updates Customers do not always receive timely updates on claim progress.	40%
5	Overdue claims going unnoticed Claims past their service deadline are not always flagged for escalation in time.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

9.0/ 10

AI Fit Rating™

8.9/ 10

Automation Lift Index™

8.4/ 10

Hidden Overhead™

6.8/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. New Claim Notification Receivedtrigger

Inbox triggers the workflow when an insurer or third party emails a new claim notice.

2. Claim Intake & Logging Runs

Extracts claimant, policy, and incident details and creates records and.

3. Document Chase Requests Files

Sends document requests to the third party and files responses automatically.

4. Payment Reconciliation Matches Payment

Checks for the matching insurer payment and updates claim status.

5. Claims Manager Escalates Overdue Claim

Manager reviews any claim flagged past SLA and follows up directly with the insurer.

6. Customer Status Update Sent

Sends the claimant an automatic status update once the claim is resolved or escalated.

Most popular tool stack used

— the complete tool combinations companies use

55% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

1.9k hrsIdentified

24Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What parts of the insurer and third-party liaison process does automation handle?

It handles claim intake, document requests, follow-up reminders, payment matching, and customer status updates automatically.

Does someone still need to review claims manually?

Will this work with the tools our team already uses?

What happens to claims already in progress when we start?

How are exceptions and unusual claims handled?

View more FAQs

Process pain:9.0/10

Mapped by:4 Companies

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Page updated 10 August 2026