Agents Dashboard

Qualifies the incoming claim, identifies the right policy to create it on, and detects potential duplicates.

Captures the First Notice of Loss from the policyholder or third party and structures the initial claim record.

Verifies that the policy is active and the loss falls within coverage terms and effective dates.

Determines fault and legal responsibility based on facts, evidence, and applicable rules.

Estimates loss severity from photos, telematics, expert reports, or third-party data.

Defines the handling strategy: fast-track, negotiated, litigated, or specialist routing.

Runs fraud models, watchlist checks, and routes suspicious claims to SIU.

Detects whether a viable third-party recovery exists and qualifies its potential.

Drives the claim to resolution: settlement authority, payment, and closure.

Assesses injury severity, prognosis, and projects ultimate indemnity for bodily injury claims.

Coordinates ongoing medical care, treatment authorization, bill review, and return-to-work for bodily injury claims.

Monitors claimant experience, NPS, and proactive communication touchpoints.

Sets and maintains the financial reserve for the claim's expected ultimate cost.

Identifies which information and documents are still missing to progress the claim and requests them from the right party.

Assesses the urgency and complexity of the claim to route it to the right handling track and prioritize work.

Captures and structures incoming claim information into the core claims system, ensuring data quality and consistency.

Collects available repair, replacement, or service solutions relevant to the loss to support downstream decisions.

Requests, retrieves, and attaches the official police report related to the loss for use in liability and facts assessment.

Issues indemnity, expense, or provider payments tied to the claim and reconciles them with reserves.

Places orders with suppliers, repair networks, or service providers needed to resolve the claim.

Pursues recovery from at-fault third parties or their insurers once an opportunity is qualified.

Identifies and pursues non-subrogation recoveries such as salvage sale, scrap value, deductible collection, reinsurance recoverables, overpayment refunds, and any post-closure recovery opportunity.

Reaches out to involved parties to disambiguate conflicting accounts and complete missing facts of the loss.

Generates and sends letters, emails, and notifications to claimants, insureds, and third parties.

Synthesizes the claim file into a concise, up-to-date narrative for handlers and downstream agents.

Extracts, classifies, and structures information from incoming documents and attachments.

Monitors changes across the claim over time and flags significant evolutions or new facts.