What is claim processing?
Claim processing involves an insurer investigating and acting on a claim filed by the insured. How you handle the processing of a claim can be a critical factor in a customer's decision to stick with your brokerage or agency. If you're still using an outdated paper process, customers will become frustrated and choose another provider. You can strengthen your insurance claims processing workflow by going digital. Combining online forms with document automation and eSignature tools will help your agency or brokerage boost claims productivity, improve the customer experience, and retain more business.
Improve customer retention with automated claims processing.
Add file upload fields to your forms so customers can share photos, videos, documentation, and other attachments for their claim.
Use your forms to create an automated insurance claims management workflow that moves through multiple team members.
Track submissions in an easily accessible form hub that includes all the release forms a customer needs to file a claim.
Document Data Routing
Populate customer data into multiple documents at once, and use logic rules to determine where and when files are sent.
Save claim reports and other files in Formstack Stash, or send them to other storage apps like Dropbox and Google Drive.
Create powerful forms for automated claims processing directly in Salesforce. No connectors or integrations required.
Stay HIPAA compliant.
- Signed Business Associate Agreement
- Secure email and data routing
- File uploads & eSignature form fields
- Audit trails for eSignature collection
- Advanced HIPAA compliant security
- Dedicated support and onboarding