Agents help Claims Adjusters keep claim files complete and reviews moving.
Keep claim correspondence and its attached files together for review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
File flagged claim documents and report attachments needing follow-up.
Your flagged email attachments go to the archive folders you set up, with original filenames and a report of files needing attention.
Combine claim documents in order and share the finished PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
Put text from linked claim documents on the review task.
Get the words from linked images on your review tasks, in reading order, with unclear passages flagged for a closer look.
Compare text across claim images without opening each file.
Your batch of photographed or scanned pages becomes a searchable document, with every transcript labeled so you can compare it with its source image.
Add photographed claim paperwork as text to approval requests.
Give approvers the text from a linked document photo right on the request, with unclear passages marked for a closer look.