Gather documents for a claim
Upload the claim notification, the insurer's requests and the attachments. ActaFlow prepares an index of the documents received and the list of those still to be requested.
The request
Compare the insurer's requests with the claim attachments and prepare the list of missing documents.
ActaFlow organises the steps of the request. Add the documents and check the data before using the result.
The workflow steps
- Upload the requests and attachmentsSelect the claim documents and the applicable instructions from the insurer.
- Sort the documents receivedActaFlow lists the attachments and links them to the communications accompanying them.
- Compare requests and attachmentsActaFlow sets each requested document against the file found and flags gaps and queries.
- Confirm what to ask the clientThe operator checks the relevance of the attachments and the insurer's instructions.Manager check
- Prepare the document requestActaFlow drafts the message for the client and updates the file index.
Attachments linked to the case
The index lists the documents received and the communications in which they appear.
Requests compared one by one
The table shows which attachments are matched and which require confirmation.
Targeted questions for the client
The draft lists the documents still to be obtained according to the operator's check.
How you set up the automation
ActaFlow lists the attachments and links them to the communications accompanying them. The operator checks the relevance of the attachments and the insurer's instructions.
What you need
- Claim notification, case number and policy available
- Requests for further documents and instructions from the insurer
- Relevant attachments and communications received from the client
Upload the requests and attachments
Select the claim documents and the applicable instructions from the insurer.
Sort the documents received
ActaFlow lists the attachments and links them to the communications accompanying them.
Compare requests and attachments
ActaFlow sets each requested document against the file found and flags gaps and queries.
Confirm what to ask the client
The operator checks the relevance of the attachments and the insurer's instructions.
Prepare the document request
ActaFlow drafts the message for the client and updates the file index.
Describe the work. AI helps you prepare your workflow.
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Frequently asked questions
Does ActaFlow decide which documents are needed for each claim?
It uses the instructions and requests from the insurer that you provide. The operator checks that the checklist is suitable for the case.
Can attachments received after the notification be included?
Yes. Upload the additional documents and the related communications. ActaFlow compares them with the requests reviewed and prepares the updated index.
How do I indicate the attachments needed for the file?
Provide the applicable checklist and the documents received. Ask it to distinguish between attachments present, those missing, and data requiring confirmation from the contact person.
Is the prepared file sent to the insurer?
This example organises the materials to be checked. Submission to the insurer and use of its portals remain separate activities.
Gather the documents for a claim
Upload the insurer's requests and the attachments already received.