Workflow Templates: claims intake checklist

Collect claimant's personal information

Obtain policy details and coverage verification

Record date, time, and location of the incident

Gather initial description and nature of the claim

Request supporting documents from the claimant

Create a new claim file in the system

Attach all collected documents and information

Assign a unique claim number

Document initial contact and communication with the claimant

Schedule follow-up actions and reminders

Evaluate claim for potential red flags or fraud indicators

Determine claim severity and complexity

Assign claim to appropriate adjuster or team

Initiate contact with any involved third parties

Set preliminary reserve amounts for the claim

claims intake checklist