Insurance claim and supplement handling involves receiving claims, collecting documents, preparing supplemental estimates, and tracking approvals across multiple manual touchpoints. Manual processes create delays, lost documents, and missed deadlines that frustrate customers and adjusters alike.
Automation captures claim details from incoming emails, organizes documents systematically, tracks supplement deadlines, and sends status updates without manual intervention. the team focuses on estimating and customer service while the system handles intake, routing, and follow-up.
The full workflow, from trigger to completion.
New claim email arrives or customer submits via portal. Automation detects claim keywords and extracts sender details.
The automation extracts customer name, property address, insurer, claim date, and adjuster contact from email body and subject line. Structured data is logged.
New claim record is created with all extracted details, linked to customer contact, and assigned a unique claim ID.
Automated email is sent to customer requesting photos, adjuster report, and initial estimate. Email includes a deadline and links to upload portal.
Automation monitors email and portal for document submissions. Once all key documents are received, they are organized and attached to the claim record.
Notification is sent to estimator with claim summary, document links, and a flag if supplement is likely needed based on initial estimate amount.
Once supplement is submitted to insurer, automation calculates approval deadline (typically 10-15 days) and sets a reminder. Weekly status check emails are sent to adjuster if no approval received.
When adjuster approves supplement or claim is closed, automation sends notification to customer and operations team and email, and updates claim status.
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