The file prepared. The review with your people.
Claims often contain incomplete information. Case handlers spend time sorting, transferring data and requesting the same documents.
Preparing a claim file
How your process could run.
- 01Receive the claim
Combine the claim and attachments into a workable file.
- 02Check the data
Organise information and check it against agreed completeness rules.
- 03Case handler decides
A colleague reviews the claim and any exceptions.
- 04Start the next steps
Process the approved follow-up action in the connected systems.
This is an example configuration. We validate integrations, data usage and process rules with your team before putting the workflow into use.
Make the improvement measurable.
We first establish how the process currently runs. Then we define the result the implementation should deliver, including usage and management costs.
Also applicable to policy changes, adviser queries and document follow-up.
What we can measure together
- Time to a complete claim file
- Number of manual data transfers
- Number of requests for corrections per claim
Target results are agreed per project, based on the baseline and chosen scope.
We build the process with the people who run it.
Our approach brings together your process owner, colleagues and IT team. We configure Flow, test with practical examples and agree on acceptance, handover and support.
Fits your IT landscape
Cloud-native, with connections to your existing systems and room for human approval.
- Access and dataAgree upfront on which data and actions are needed.
- Process rules and approvalDefine what can happen automatically and when a colleague decides.
- Visibility and guidanceFollow execution and handle exceptions in a focused way.
Which process takes too much of your team's time?
Bring one concrete example. Together we explore where it gets stuck, what Flow can take over and which decisions stay with your people.
This leads to a focused proposal with results, scope, investment and responsibilities.
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