Insurance
Keep claim and policy correspondence connected to the question being reviewed. Track outstanding evidence, changed details and the person responsible for the next response.
Claim correspondence
Please find the repair estimate attached.
- Reference
- CLM-1042
- Attachment
- repair-estimate.pdf
Assigned claim review
- Reference
- CLM-1042
- Supporting file
- repair-estimate.pdf
- Owner
- Mira
The handler can review the selected message and file together.
Claim evidence and policy terms
Keep an evidence request with the case
Gather claimant, intermediary and internal-review emails across the connected inboxes your team uses. Keep the requested documents and attachments with the claim reference so the handler can follow the history.
Use case follow-up to assign outstanding document requests and retain the answers. Your claims process determines coverage, liability and the outcome.
Policy notices and amendments
A policy notice can change the information a reviewer needs for an upcoming renewal. Keep the notice and amendment identifiable beside the chosen dates.
Use contracts and renewals to keep notice deadlines with their clauses and amendments, then prompt the responsible reviewer before a decision is due.
Recipient access
Share the relevant evidence for each recipient
Give the internal handler the wider claim history and an outside recipient the selected documents they need. Choose sensitive fields and original-file access separately for each view.
Check what the case handler and outside recipient can each open and download. Keep formal claims decisions and policy administration in the process responsible for them.
Follow the claim question through its messages and documents
See the original request, evidence received and outstanding question together, with a clear owner for the next response.