Insurance · Client Service
Claims instructions (internal use)
An internal guide telling client service staff how to handle a claim from first notice through resolution.
What it usually contains
- step-by-step intake process for a first notice of loss, including the details to collect from the client
- carrier claim reporting phone numbers, portals, and after-hours procedures by line of business
- who does what: producer, account manager, and carrier adjuster responsibilities and handoffs
- documentation and file notes required, plus follow-up timelines for status checks
- escalation rules for large losses, coverage disputes, and denied claims
What the assistant uses it for
Use it to answer how staff should report and document a new claim, who to contact at the carrier, and when to escalate or follow up on an open file.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
More in Client Service
Filed alongside this one.
On one AI system
Everything your company knows.
One version that counts.
You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.