Prepare complete claims files for faster review.
Bring claim documents into one file, check for missing information, and route the complete pack to the right reviewer. Claims decisions and settlement approval stay with the people authorised to make them.
When this is useful.
This is useful when claims handlers spend their time assembling files rather than reviewing them. Documents arrive from different places, required items are missing, and reviewers see incomplete packs. The workflow is a fit when you want intake, completeness checks, and routing in one path.
How the workflow operates.
- 01
Intake
Documents for one claim type arrive in a single file.
- 02
Check
Missing information is flagged before review starts.
- 03
Route
A complete file is sent to the right reviewer.
- 04
Review
Authorised reviewers still decide the claim and any settlement.
What we would build.
- Document intake for one claim type
- A checklist of the information a complete file needs
- Missing-information flags before the file is routed
- Reviewer routing based on the rules you already use
- A record of what arrived, what was missing, and who reviewed the pack
What we need to start.
- The claim type in scope
- The documents and fields a complete file must contain
- How files reach the team today
- Who is authorised to review, decide, and approve settlement
Where your team stays in control.
Claims decisions and settlement approval stay with authorised reviewers. Completeness checks prepare the file. They do not accept, deny, or settle a claim.
A focused first pilot.
A first pilot covers one claim type, with document intake, missing-information checks, and reviewer routing. Expanding to other claim types waits until that path is usable.
How success is measured.
We measure how long it takes to assemble a complete file, how often files arrive at review with everything required, and how many manual touches remain on that path. Those measures describe file preparation, not claim outcomes.
Time to a complete file
Time from intake until the file has the information required for review.
Completeness rate
Files that reach review with the required documents and fields present.
Manual touches
Steps still done by hand on the way to a complete file.
Related services
Get complete files in front of the right reviewer.
Tell us which claim type you want to start with, and what a complete file must include.