Financial Services · Insurance
Claims Status Update & Document Request
Keep claimants informed throughout the claims process and collect needed documentation.
Apps this needs
Claims Management System
FNOL intake, claim status, document requirements and settlement/valuation data.
Connect during setup
SMS Gateway
Fallback text messages for reminders and links.
Connect during setup
Inbound Email
Let the agent read and answer email enquiries.
Connect during setup
How it works
- Monitors claim status via the claims system and sends proactive updates at each meaningful stage change.
- Requests specific outstanding documentation identified by the adjuster.
- Confirms received documents and passes them to the adjuster's file, written to the claims system.
- Routes settlement amount or coverage determination questions always directly to the adjuster.
Data sources
Claims management status/document requirements
What it targets
- Claimants receiving a status update at least weekly during an open claim Target 90%
- Requested documents received within the requested timeframe Target 75%