Claims Status Update 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
Clients automatically receive a notification whenever their claim status changes, pulled directly from the carrier or claims system rather than a claims coordinator manually checking a portal and calling each policyholder with an update.
Status changes are written in plain language rather than raw claims jargon, so the client understands what actually happened without needing to call in and ask what a status code means, and the volume of "what's my status" phone calls into the office drops sharply once clients trust that they'll be told the moment anything changes.
- Karbon or a practice management system
- Zapier or Make.com
- Twilio (client document reminders)
- Mailchimp or email
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. 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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