Claim file summary
The claim's facts, coverage and reserves on one page
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the claim notes, the documents and the financials
Summarizes the claim file for the adjuster: the facts of loss, the coverage, the reserves, the payments and the open tasks
Drafts the summary in the fixed layout
Flags the dates that matter next: the statutory deadlines, the reserve review and the follow-ups due
Updates it when the file changes
Refreshes the summary each time the file changes so the handoff never starts from the notes
Works in
Box, Salesforce, Snowflake
Box, Salesforce, SnowflakeWhat it does
- Summarizes the claim file for the adjuster: the facts of loss, the coverage, the reserves, the payments and the open tasks
- Flags the dates that matter next: the statutory deadlines, the reserve review and the follow-ups due
- Refreshes the summary each time the file changes so the handoff never starts from the notes
Connects to
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