
Claims intake triage
CRM- Problem
- First notices arrive by email, portal and phone notes with uneven detail, and handlers spend the first touch gathering basics.
- Agent action
- The agent classifies the claim type, attaches a snapshot of the policy and cover, lists what is missing and routes to the right handler queue — no payment authority.
- Outcome
- Handlers start from a prepared case, and fewer claims bounce between queues.

