Claim Assignment, Documentation Request & Status Update System
A done-for-you insurance agency automation built for the Claims Adjuster, connecting Twilio, Jotform, and Slack so the work below happens on its own.
What this automation does, step by step
New claims submitted through the portal are automatically assigned to the correct adjuster based on coverage type and workload, and the claimant immediately receives a confirmation with their claim number, their adjuster's name, and a document upload link for photos, estimates, and supporting materials.
The adjuster receives a pre-built claim file with everything collected to date, and the claimant automatically receives a status update every 72 hours until the claim is closed, eliminating the "where is my claim?" calls that consume a disproportionate amount of an adjuster's day.
- Claims management system (e.g., Guidewire or Duck Creek)
- Zapier or Make.com
- Jotform (document upload portal)
- Twilio or email (status updates)
- Slack (internal adjuster alerts)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a claims adjuster manually pieces together information from different places, then has to relay it to everyone who needs it. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Status updates triggered by real milestones in your systems
- Support requests routed to the right owner with full context
- Escalations when a response deadline is about to slip
- Fewer inbound status calls for your front desk
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