Skip to content
futureagent

Customer serviceAutomation

Claims tracking

When a policyholder reports a claim, the agent opens the file, sends the list of documents required for that type of claim, follows up, keeps the policyholder informed at every step (assessment, offer, settlement) and flags files that are stalling.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

Weekdays at 8 am

  1. 1Open. File and claim type.
  2. 2Request. Documents to provide.
  3. 3Inform. The policyholder at every step.
  4. 4Flag. Files with no movement for 10 days.

Sample deliverable

23 open claims

  • Water damage, Mrs. Perrin: assessment on October 28, policyholder notified.
  • Glass breakage, SARL Kappa: glazier's invoice missing, reminder no. 2.
  • To unblock: Durand vehicle theft, no response from the insurer for 12 days.
  • Excel: Open claims
  • Message: Files to unblock

Connectors

  • GmailGmail: receive claims, follow up, inform
  • AirtableAirtable: maintain the claims register

Already set up for you

Alert threshold
10 days without movement

What you'll be asked

  • Documents to request per claim type?

Who it's for

About 22 runs a month, standard business logic and 6 actions per run (emails sent): Essential tier.

Learn more

In the same category