From notification to closure, in one file
The agents do the paperwork. The people do the contact.
More screens of the Claimassistent? To AI solutions
Scroll along with Jennifer, from notification to closure
One claim through the eyes of the claimant. Left what she sees, right what happens in the background.
- 1 Intake
Notifying without a policy number
Sunday evening, twenty minutes, in fields. Eleven short steps; what Jennifer enters is read and checked in the background. Nothing has to be retyped later.
- 2 Policy check
Quick check: am I in the right place?
Registration in, DVLA and policy alongside. Jennifer knows at once that the car is insured with this insurer and that cover on the accident date is confirmed. A duplicate claim is linked straight away.
- 3 Extraction and checks
Her own words become facts
Role, direction, right of way and point of impact come out of her story. Text and sketch are laid side by side; if they do not match, she gets one targeted question, while still notifying.
- 4 Analysis
Injury and documents, enough for the route
No medical data at the front door, but enough to route properly. Photos and receipts are read and checked for authenticity. Minor injury, no financial hardship: the short route.
- 5 Workflow and communication
A file, a handler and a deadline at once
Claim number, Emma as named handler and the counter to the liability decision. Everything is in the core system on day one, the confirmation arrives in her language and channel.
- 6 Self-service
Her file, always up to date
Status, parties, interim payment and next step on one screen. Her solicitor and the medical expert work in the same file, each with their own rights. Nobody calls for the status anymore.
- 7 Intake and checks
A receipt added, straight to Emma
Jennifer photographs the physio receipt. Amount and date are read, the line is in the schedule of loss and the balance moves with it. Emma sees it at the same moment.
- 8 Communication and workflow
Settlement, payment, file closed
The settlement agreement comes as a draft from the file and is signed in the portal. The final payment goes to the core system without retyping. The file closes for everyone at the same time.
On the other side of the file sits Emma. At every step the claims assistant prepares and the handler decides. That is the handler's journey, with the same engine underneath.
See the handler's working dayScroll along with Megan, from sickness notification to recovery
One income protection claim through the eyes of the claimant. Left what she sees, right what happens in the background.
- 1 Intake
Notifying without a policy number
Tuesday morning, a quarter of an hour, in fields. Nine short steps; what Megan enters is read and checked in the background. Nothing has to be retyped later.
- 2 Policy check
Quick check: what does my policy cover?
Policy and deferred period alongside. Megan knows at once that her claim matches her cover and from when the benefit can start. A duplicate claim is linked straight away.
- 3 Extraction and checks
Her own words become facts
Cause, complaint and what she can still do come out of her story. If something does not add up, she gets one targeted question, while still notifying.
- 4 Analysis
Treatment and documents, enough for the route
No medical file at the front door, but enough to route properly. Fit note and accounts are read and checked for authenticity. Recovery expected: the short route.
- 5 Workflow and communication
A file, an assessor and a date at once
Claim number, Sarah as named assessor and the counter to the first payment. Everything is in the core system on day one, the confirmation arrives in her language and channel.
- 6 Self-service
Her file, always up to date
Percentage, benefit and next step on one screen. Her adviser and the rehabilitation specialist work in the same file, each with their own rights. Nobody calls for the status anymore.
- 7 Intake and checks
Reporting recovery, straight to Sarah
Megan reports that she is partly back at work. The benefit is adjusted, the reserve moves with it and Sarah sees it at the same moment.
- 8 Communication and workflow
Recovered, final payment, file closed
The return to work is confirmed in the portal. The final payment goes to the core system without retyping. The file closes for everyone at the same time.
On the other side of the file sits Sarah. At every step the claims assistant prepares and the assessor decides. That is the assessor's journey, with the same engine underneath.
See the assessor's working daySee this journey with your own files?
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