Claim-Type Document Checklist Automation
A done-for-you professional services automation built for the Claims Coordinator, connecting Twilio and Mailchimp so the work below happens on its own.
What this automation does, step by step
Once a claim is opened, the client automatically receives the specific document checklist required for that claim type, reducing the back-and-forth over what's needed that used to require the claims coordinator to explain the requirements verbally and often repeat the explanation when a client forgot half of it.
Every claim type has its own pre-built, accurate checklist rather than a generic one that leaves clients guessing, and claims move through the process faster once clients know exactly what to gather from the very first message instead of learning it piece by piece over several calls.
- Karbon or a practice management system
- Zapier or Make.com
- Mailchimp or email
- Twilio (client document reminders)
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
The manual version of this puts the entire workload on a claims coordinator, who has to juggle phone calls, emails, and spreadsheets just to keep things moving.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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