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Automations for Claims Adjusters
Review settled claims to determine that payments and settlements are made in accordance with company practices and procedures. Confer with legal counsel on claims requiring litigation. May also settle insurance claims.
O*NET occupation: Claims Adjusters, Examiners, and Investigators (13-1031.00). The software list and tasks below come from that record, not from guesswork.
Runs on software claims adjusters already use
Matched through the tools this occupation is documented as using.
- OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Email triage & inbox$99 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Email triage & inbox$199 - QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Reporting & dashboards$99 - ZAIHSMade to order
Zoom transcript → AI call summary on the HubSpot contact + Slack post
Scheduling & meetings$199
Software claims adjusters use that we connect
- XMicrosoft Excel
- WMicrosoft Word
- OMicrosoft Outlook
- ZZoom
What we can build for claims adjusters
The job’s documented tasks, most important first. Each is a request away.
- Examine claims forms and other records to determine insurance coverage.Quote it
- Analyze information gathered by investigation and report findings and recommendations.Quote it
- Pay and process claims within designated authority level.Quote it
- Investigate, evaluate, and settle claims, applying technical knowledge and human relations skills to effect fair and prompt disposal of cases and to contribute to a reduced loss ratio.Quote it
- Verify and analyze data used in settling claims to ensure that claims are valid and that settlements are made according to company practices and procedures.Quote it
- Review police reports, medical treatment records, medical bills, or physical property damage to determine the extent of liability.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for claims adjusters