Claims support and coordination involves receiving claim notifications, extracting data, locating documents, and routing claims to adjusters. Manual handling creates delays, data entry errors, and duplicate work across multiple systems.
Automation reads incoming claims, extracts structured data, retrieves supporting documents, and creates case records automatically. Status updates flow to clients and insurers on schedule, reducing processing time from hours to minutes.
The full workflow, from trigger to completion.
A new claim notification arrives in the inbox or is submitted via the client portal. The automation platform detects the email and extracts the sender, subject, and body.
The automation reads the email body and extracts structured data: policyholder name, claim amount, date of loss, claim type, and insurer name. It flags missing or unclear fields.
The automation downloads attachments from the email and queries cloud storage (Google Drive, OneDrive) for related documents using claim number or policyholder name as the search key.
A new case record is created with all extracted claim details, linked documents, and insurer contact information. The record is tagged by claim type and insurer.
The automation assigns the case to the appropriate adjuster based on claim type and current workload, and sends a notification with a link to the case.
An automated email is sent to the client confirming receipt of the claim, providing a reference number, and setting expectations for next steps and timeline.
Claim details and documents are sent to the insurer via email or API, formatted according to insurer requirements, with a summary of what was submitted.
A row is added to the master tracking spreadsheet with claim ID, status, dates, and next action, pulling data directly case record.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.