Insurance Claim
Incident details, photos and supporting documents.
WhatsApp automation for Insurance
Quote, onboard and process claims with structured evidence and clear status updates.
Insurance
Quote, onboard and process claims with structured evidence and clear status updates.
Typical customer journey
- Customer reports an incident
- Claim form link sent
- Photos and documents uploaded
- Assessor reviews
- Outcome communicated
Relevant forms
- Insurance Claim
- Policy Quote
- Policy Amendment
Automations
- Missing document reminders
- Assessor assignment
- Status update messages
Benefits
- Complete claims first time more often
- Evidence attached to the record
- Customers kept informed
Templates to start from
Policy Quote
Cover needs and risk details for a quote.