First contact happens in minutes instead of the next business day, which is when claim satisfaction is won or lost. Adjusters start with organized files.
Insurance Carriers & MGAs teams lose time and context when this work depends on inboxes, portal hopping, spreadsheets and individual memory.
The workflow is fragmented across systems and people, creating coordination load, inconsistent handoffs and late exceptions.
First contact happens in minutes instead of the next business day, which is when claim satisfaction is won or lost. Adjusters start with organized files.
An intended benefit from the solution library. Validate it against your own process before implementation.
These illustrative stages describe a possible setup. They are not active capabilities or confirmed connections to your business.
Takes first notice of loss calls and web submissions at any hour, gathering the facts of loss, involved parties, photos, and policy details in a structured interview.
Verifies coverage in force, drafts the claim file with a severity and complexity estimate, and flags fraud indicators and injury claims for special handling.
Adjusters own every coverage determination, reserve, and settlement; injury and fatality claims go straight to a senior human with the caller handed off warmly.
Opens the claim in the system, assigns per the manager's routing rules, sends the insured their claim number and next steps, and schedules the adjuster's first contact.