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Insurance

Claims and Recovery software for Insurance

Review 8 claims and recovery workflows for insurance teams, including Adjustment task routing and Fraud signal checklist.

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01

Claims triage intake portal

Insurance teams use claims triage intake portal as a operations application for claims and recovery work. A role-based operations queue helps teams prioritize, assign, review, and close work while retaining a clear service history. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Claims triage intake portal application for Insurance, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Claims triage intake portal. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Operations queue: Claims triage intake portal
  • Primary record: Policy POL-6400
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Coverage, reserve, and approval evidence
Request a tailored demo

02

Loss event evidence capture

Insurance teams use loss event evidence capture as a operations application for claims and recovery work. A role-based operations queue helps teams prioritize, assign, review, and close work while retaining a clear service history. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Loss event evidence capture application for Insurance, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Loss event evidence capture. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Operations queue: Loss event evidence capture
  • Primary record: Policy POL-7469
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Coverage, reserve, and approval evidence
Request a tailored demo

03

Adjustment task routing

Insurance teams use adjustment task routing as a operations application for claims and recovery work. A role-based operations queue helps teams prioritize, assign, review, and close work while retaining a clear service history. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Adjustment task routing application for Insurance, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Adjustment task routing. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Operations queue: Adjustment task routing
  • Primary record: Policy POL-4114
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Coverage, reserve, and approval evidence
Request a tailored demo

04

Fraud signal checklist

Insurance teams use fraud signal checklist as a review and decision workspace for claims and recovery work. An approval and exception desk makes review criteria, supporting evidence, ownership, and the next accountable decision visible together. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Fraud signal checklist application for Insurance, showing approval desk, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Fraud signal checklist. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Approval desk: Fraud signal checklist
  • Primary record: Policy POL-8181
  • Current state: Decision required
  • Next action: Record decision
  • Evidence: Coverage, reserve, and approval evidence
Request a tailored demo

05

Settlement note generation

Insurance teams use settlement note generation as a knowledge workspace for claims and recovery work. A governed knowledge workspace keeps source material, revisions, reviewers, decisions, and the approved version connected. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Settlement note generation application for Insurance, showing knowledge workspace, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Settlement note generation. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Knowledge workspace: Settlement note generation
  • Primary record: Policy POL-6464
  • Current state: Review pending
  • Next action: Publish revision
  • Evidence: Coverage, reserve, and approval evidence
Request a tailored demo

06

Provider payment recovery routing

Insurance teams use provider payment recovery routing as a operations application for claims and recovery work. A role-based operations queue helps teams prioritize, assign, review, and close work while retaining a clear service history. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Provider payment recovery routing application for Insurance, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Provider payment recovery routing. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Operations queue: Provider payment recovery routing
  • Primary record: Policy POL-4432
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Coverage, reserve, and approval evidence
Request a tailored demo

07

Subrogation evidence tracker

Insurance teams use subrogation evidence tracker as a operations application for claims and recovery work. A role-based operations queue helps teams prioritize, assign, review, and close work while retaining a clear service history. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Subrogation evidence tracker application for Insurance, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Subrogation evidence tracker. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Operations queue: Subrogation evidence tracker
  • Primary record: Policy POL-9609
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Coverage, reserve, and approval evidence
Request a tailored demo

08

Repair estimate review queue

Insurance teams use repair estimate review queue as a operations application for claims and recovery work. A role-based operations queue helps teams prioritize, assign, review, and close work while retaining a clear service history. This product demo shows the current state, accountable owner, supporting evidence, and next action in one place. The delivered version is configured around the organization's operating model, data, integrations, and controls.

Representative Repair estimate review queue application for Insurance, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Product demo. Preview of Repair estimate review queue. The delivered version may differ from this demo based on requirements, data, integrations, and configuration.
Demo highlights
  • Operations queue: Repair estimate review queue
  • Primary record: Policy POL-7828
  • Current state: Needs attention
  • Next action: Assign next item
  • Evidence: Coverage, reserve, and approval evidence
Request a tailored demo