Manage an Insurance Claim

How to use it

1. Open Guided Actions and choose Manage an Insurance Claim. Name the workflow and save it.
2. Document the incident: Record incident date, location, damage and affected records.
3. Record policy and claim: Record carrier, policy reference, deductible, claim number, adjuster and submission date. Coverage must be verified with your insurer.
4. Prepare supporting records: Record missing documentation and deadlines. Review the insurance package before downloading.
5. Track repairs and communications: Record appointments, communications, repair tasks and estimates.
6. Review settlement: Record approved amounts, reimbursements, out-of-pocket costs, outstanding issues and closure date.
7. Link supporting existing records and add dated inspections, appointments or communications in Timeline and inspections. Save each dated record explicitly.
8. Create follow-ups in the workflow to reuse assigned Maintenance and its recurrence/reminder controls.
9. Owners preparing transfer or caregiver information can select linked records for a verified recipient's private copy. Review every selection; document originals use the separate curated package. Recipients accept while signed in; owners can revoke future access, but downloaded copies cannot be recalled.
10. Save required outcomes before completing. Reopen with In progress when further work is needed. Workflow and journal records are visible to the household; no legal authority, coverage or payment confirmation is inferred.