Skip to content
Log inSign up
Templates
Create claim cases from intake forms for claims team

Create claim cases from intake forms for claims team

Your claim intake forms arrive untracked, leaving contact info and photos scattered and slowing case setup. Handlers can begin triage the same day after a structured claim case is created.

Create claim cases from intake forms for claims team

Overview

Unstructured claim submissions create manual intake work and slow triage; this flow converts each form into a tracked case so handlers always have contact details and evidence attached. Your claims team receives structured cases within minutes so triage and broker reviews start the same day.

Create claim cases from intake forms for claims team