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Claim Notice

Insurance

Insurance

Conversational

Conversational

Claim Notice

Receives the claim notice over WhatsApp, validates coverage against the CBS and opens the structured claim file in under two minutes, ready for the desk.

Claim Notice planet visual

THE CONTEXT

The first notice arrives chaotic and is handled slowly

The policyholder reports the claim by phone or WhatsApp and an operator transcribes the data by hand. Then they look up the policy in the CBS and check coverage. The call drags on, the data comes in incomplete and the policyholder waits with no idea if the claim is open.

Context illustration
Solution illustration

THE SOLUTION

A first notice that opens right in the conversation

The agent handles the notice over WhatsApp, asks just the right questions and captures the claim data in a structured way. It validates coverage against the CBS on the spot and opens the file in under two minutes. It leaves it ready and routed to the resolution desk.

This is how a case file is opened — in real time.

Receives the notice over WhatsApp, validates the policy and coverage against the insurer's CBS and opens the file there, routed to the resolution desk.

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Claim Notice — live

KEY CAPABILITIES

A system that improves with every question.

Guided intake

Asks just the right first-notice questions, one by one over WhatsApp, and builds a structured report with no long form to fill.

Coverage validation

Cross-checks the policy against the CBS on the spot, confirms the claim falls within coverage and tells the holder if anything is left out.

Structured claim file

Opens the file with the claim data, the policy and the validated coverage, in under two minutes from the very first message received.

Handoff to the desk

Routes the open file to the resolution desk with full context, so the adjuster picks it up without asking for the same data again.

Before / After

The first notice stops being a slow call and opens in the conversation.

Notice captured by hand, over a phone call

Coverage checked policy by policy

Claim file opened in hours

System Integrations

Connects to what the resolution desk already uses

Receives the notice over WhatsApp, validates the policy and coverage against the insurer's CBS and opens the file there, routed to the resolution desk.

WhatsApp
Twilio
Salesforce
Microsoft Dynamics
Gmail
WhatsApp
Twilio
Salesforce
Microsoft Dynamics
Gmail
WhatsApp
Twilio
Salesforce
Microsoft Dynamics
Gmail
WhatsApp
Twilio
Salesforce
Microsoft Dynamics
Gmail
WhatsApp
Twilio
Salesforce
Microsoft Dynamics
Gmail
WhatsApp
Twilio
Salesforce
Microsoft Dynamics
Gmail
WhatsApp
Twilio
Salesforce
Microsoft Dynamics
Gmail
WhatsApp
Twilio
Salesforce
Microsoft Dynamics
Gmail
Microsoft Outlook
Slack
Microsoft Teams
Google Maps
n8n
Microsoft Outlook
Slack
Microsoft Teams
Google Maps
n8n
Microsoft Outlook
Slack
Microsoft Teams
Google Maps
n8n
Microsoft Outlook
Slack
Microsoft Teams
Google Maps
n8n
Microsoft Outlook
Slack
Microsoft Teams
Google Maps
n8n
Microsoft Outlook
Slack
Microsoft Teams
Google Maps
n8n
Microsoft Outlook
Slack
Microsoft Teams
Google Maps
n8n
Microsoft Outlook
Slack
Microsoft Teams
Google Maps
n8n

FAQs

Still have questions?