Incident-to-Claim Workflow
From the first phone call to the closing sign-off, every step is a tracked stage with the right people notified at the right moment.
Illustrative UI only. Data and individuals shown are fictitious; any resemblance to real persons or data is coincidental.
First notification is a record
The incident is captured the moment it is reported, before anyone decides whether it becomes a claim.
Figures calculate themselves
Estimate less excess gives the net exposure automatically, so the number on screen is never someone's arithmetic.
Invalid work is blocked early
An incident cannot be raised against a cancelled policy, and stage changes follow a defined path rather than a free-for-all.
Closing requires sign-off
A claim reaches closed through an approved approval, so the final decision always has a name against it.
Why we like this one
Claims teams lose more time to unclear handover than to hard decisions. Separating the incident from the claim, and putting guard rails on the stages between them, means the file arrives at each desk in a known state instead of needing to be pieced back together first.
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