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Insurance

Claims and Recovery software for Insurance

Review 6 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 could use claims triage intake portal to coordinate claims and recovery work from one role-based surface. A role-based operations queue could help teams prioritize, assign, review, and close work while retaining a clear service history. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Operations queue
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Claims triage intake portal application for Insurance, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Claims triage intake portal. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • 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
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02

Loss event evidence capture

Insurance teams could use loss event evidence capture to coordinate claims and recovery work from one role-based surface. A role-based operations queue could help teams prioritize, assign, review, and close work while retaining a clear service history. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Operations queue
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Loss event evidence capture application for Insurance, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Loss event evidence capture. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • 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
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03

Adjustment task routing

Insurance teams could use adjustment task routing to coordinate claims and recovery work from one role-based surface. A role-based operations queue could help teams prioritize, assign, review, and close work while retaining a clear service history. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Operations queue
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Adjustment task routing application for Insurance, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Adjustment task routing. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • 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
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04

Fraud signal checklist

Insurance teams could use fraud signal checklist to coordinate claims and recovery work from one role-based surface. An approval and exception desk could make review criteria, supporting evidence, ownership, and the next accountable decision visible together. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Approval desk
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Fraud signal checklist application for Insurance, showing approval desk, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Fraud signal checklist. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • Approval desk: Fraud signal checklist
  • Primary record: Policy POL-8181
  • Current state: Decision required
  • Next action: Record decision
  • Evidence: Coverage, reserve, and approval evidence
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05

Settlement note generation

Insurance teams could use settlement note generation to coordinate claims and recovery work from one role-based surface. A governed knowledge workspace could keep source material, revisions, reviewers, decisions, and the approved version connected. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Knowledge workspace
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Settlement note generation application for Insurance, showing knowledge workspace, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Settlement note generation. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • Knowledge workspace: Settlement note generation
  • Primary record: Policy POL-6464
  • Current state: Review pending
  • Next action: Publish revision
  • Evidence: Coverage, reserve, and approval evidence
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06

Provider payment recovery routing

Insurance teams could use provider payment recovery routing to coordinate claims and recovery work from one role-based surface. A role-based operations queue could help teams prioritize, assign, review, and close work while retaining a clear service history. The representative screen makes the current state, accountable owner, supporting evidence, and next action visible. Final fields, rules, integrations, and controls would be configured around the organization's operating model.

  • Operations queue
  • Accountable owner and current status
  • Evidence ready for controlled delivery cycles
Representative Provider payment recovery routing application for Insurance, showing operations queue, sample operational data, accountable ownership, and a visible next action.
Illustrative product conceptIllustrative interface concept for Provider payment recovery routing. It is not a live or deployed product; final screens, data, integrations, and controls are configured for each engagement.
What this concept demonstrates
  • 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
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