Damaged Item Claims Intake System
A done-for-you moving and storage automation built for the Claims Coordinator, connecting Jotform so the work below happens on its own.
What this automation does, step by step
When a customer reports a damaged or lost item after a move, this automation automatically opens a claim file, sends the customer a simple form requesting photos and a description of the item and the damage, and routes the completed submission to the claims adjuster with the original move's date, crew, and inventory list already attached.
Claims that used to start as a scattered email thread with photos attached three messages deep now arrive as one structured file, and the adjuster can start the assessment immediately instead of chasing down move details from dispatch first.
- SmartMoving
- Jotform (claims intake form)
- Zapier or Make.com
- Google Drive (claims file storage)
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
Left to a person, this means a claims coordinator re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. It rarely feels urgent in the moment, but it adds up fast.
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
Often built alongside this one
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Claims Status Update Automation
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