Insurance Claim Documentation Assembler
A done-for-you restoration automation built for the Claims Coordinator, connecting Zapier and Make.com so the work below happens on its own.
What this automation does, step by step
As technicians log moisture readings, photos, and scope of work in the field, this automation automatically compiles it into the documentation package required by insurance adjusters.
The time between job completion and claim approval shrinks because the paperwork is already assembled instead of pieced together after the fact.
- Encircle or DASH
- Zapier or Make.com
- Google Drive
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 unautomated, a claims coordinator spends hours on the parts of this job that don't require judgment: copying data, sending reminders, and tracking status by hand. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
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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