Insurance

Every claim, first call

How insurance companies use it

Eight jobs, named the way your own team names them.

  • 01

    Intake

    First notice of loss taken in one conversation.

  • 02

    Verify

    Policyholders identified before the claim opens.

  • 03

    Triage

    Claims sorted and sent to the right desk.

  • 04

    Status

    Where the claim is, straight from your system.

  • 05

    Renewals

    Renewal calls made before the policy lapses.

  • 06

    Quotes

    Details taken and passed through to underwriting.

  • 07

    Documents

    Certificates and schedules sent while on the call.

  • 08

    Escalate

    Anything disputed reaches a person immediately.

Built for insurance

16 of them, and the list is not the limit.

Hear it answer your line.

One call, on your own number, with your own questions.

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