Claims status updates
Fewer status calls, because clients hear about their claim before they think to ring.
Hours back
3
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
An open claims list
Every open claim with the client, insurer, claim number and adjuster, kept in one place.
- 02
Insurer emails read as they arrive
Adjuster emails and claim acknowledgements are matched to the right claim and logged against it.
- 03
A plain English update to the client
When something moves (an adjuster appointed, an inspection booked, a payment made), the client gets a short update from your agency.
- 04
A check-in when things go quiet
If a claim has no news for ten days, the handler gets a reminder to chase the adjuster, and the client gets a note saying you're on it.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
Anything about a declined claim, a question of cover, or a disputed amount goes to a person to write. Only routine progress updates go out on their own.
What it's worth
What those hours add up to.
3 hours a week, over 46 working weeks, is 138 hours a year. At $50 an hour, that’s
$6,900
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
A client rings you, not the insurer. Someone looks up the claim, reads the adjuster's notes or emails the adjuster, and calls back. The same client rings again next week.
What we build
- An open claims list
- Insurer emails read as they arrive
- A plain English update to the client
- A check-in when things go quiet
A month in
Status calls drop, about 3 hours a week of portal checking goes, and clients with a claim feel looked after right when they're most likely to leave.
FAQ
Will claims updates ever say whether a claim is covered?
No. Claims status updates only report what the insurer has said and done. Questions about cover go to a licensed person on your team.
Can claims status updates go by text?
Yes. Clients who prefer texts get their claims updates by SMS, and their replies come back to your team.
More for insurance agencies
See them all →Next step
Bring this one to a free live build.
Thirty minutes on claims status updates. We build its elf with you, live, and you keep it.