Start using this Workflow
claims intake checklist
Initial Claim Information Gathering
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
Claim File Creation and Documentation
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
Preliminary Assessment and Triage
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
