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Prepare the claim documents for the handler

Missing or unreadable documents can interrupt claim assessment. Duvo would check the intake pack and prepare document follow-up for the authorised handler.

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Proposed application

This proposed workflow handles document administration only. The insurer retains coverage, eligibility, underwriting, claim and payout decisions; no payment or policy change is initiated.

Insurance claim intake · Illustrative

Illustrative review

Intake CI-601 · Synthetic

Intake
Date missing
Received
Notification and photos
Owner
Claim handler

The notification has attachments but no loss date. The handler must decide the next administrative step.

Next action

Request date: send only the handler-approved document request; assessment remains pending.

Hand to handler: transfer the incomplete pack with its gap visible; coverage and payment remain undecided.

Handler approval

The authorised claim handler approves the document request or assessment handoff before any follow-up is sent.

Illustrative workflow example
View the wider product queue

Insurance claim intake · Illustrative

Proposed workflow using synthetic records.

Adds cases
First notification of loss
Processes cases
Insurance claim intake
Total

24

Pending

5

Postponed

2

In progress

4

Needs input

3

Failed

0

Completed

10

Add filter
Case
Case Status
Intake gap
Scope
Decision
Exceptions
Next action
Intake CI-601
Needs Input
Loss date absent
Notification form
Request missing field
1
Intake CI-602
In Progress
Duplicate suspected
Broker submission
Compare references
0
Intake CI-603
Completed
Pack handed over
Contents claim
Handoff recorded
0
Intake CI-604
Pending
Attachment unreadable
Repair document
Request readable copy
1
Intake CI-605
Postponed
Document awaited
Broker follow-up
Await return
0

Showing 5 of 24 cases

  1. 1

    Approval

    Exceptions pause for the named owner

    Each exception carries the source records, applied rule, recommended action, and the person authorised to decide.

  2. 2

    Intake gap

    Intake gap is visible before the action

    Missing administrative information would be visible before the handler decides whether to request it or proceed with assessment.

Illustrative workflow example

From loss notification to the handler’s document pack

Loss notifications arrive through different channels, while attachments and policy references may arrive later. A handler can inherit a file that looks complete until a missing document interrupts the review.

  1. 0101

    Index the submitted documents

    Duvo would link the first notification of loss, supplied policy reference and attachments, flagging unreadable files and potential duplicate submissions.

  2. 0202

    Check the intake list

    Duvo would compare the pack with the insurer’s administrative checklist and prepare a missing-document request or handler handoff.

  3. 0303

    Your team decides

    Approve the intake handoff

    The authorised claim handler would approve the document request or accept the pack for assessment. Coverage, claim acceptance and payout decisions stay with the insurer.

  4. 0404

    Record the document follow-up

    Within the agreed communication scope, Duvo would route the approved request and add returned documents to the intake record, preserving outstanding items.

Link the notification and its attachments

Systems and control details

Start with de-identified notifications and an administrative checklist. Confirm permitted document categories and communication access before introducing personal claim records.

First notification of loss, Claim document repository, Policy reference export, Intake checklist

  • Handler approval

    The authorised claim handler approves the document request or assessment handoff before any follow-up is sent.

  • No claim determination

    This proposed workflow handles document administration only. The insurer retains coverage, eligibility, underwriting, claim and payout decisions; no payment or policy change is initiated.

  • Separate receipt from acceptance

    Record when each document arrived and its source. A complete intake checklist does not mean a claim is accepted or covered.

Contracted guarantee

5x ROI, guaranteed

If measured results fall below 5x the total proposal price, the whole contract is free.

What teams ask about Insurance claim intake

  • When does Insurance claim intake run?

    A first notification of loss arrives with an incomplete document set.

  • Who owns Insurance claim intake?

    Claims intake managers and authorised claim handlers

Related processes