INSURANCE CLAIM → STATUS
Track every open claim, ping the carrier on schedule, and text the homeowner an update — all without an admin.
HOW IT WORKS
Every open claim is a job at risk of going cold. This template puts every claim on a heartbeat: scheduled carrier follow-up emails, scheduled homeowner SMS updates, and an automatic escalation when a claim sits more than 7 days without movement.
Your homeowner gets confidence ('Hi Jen, your claim with State Farm is moving — adjuster scheduled for Thursday'). Your office stops being the call center.
Built around a simple claim record (#, carrier, status, last action, next action). Plays nicely with any CRM that supports custom fields.
WHAT’S INCLUDED
- Claim record schema + intake form
- Carrier follow-up email generator (Claude, professional tone)
- Homeowner SMS update generator (Claude, friendly tone)
- 7-day stall detection + escalation
- Weekly claim digest emailed to ownership
- Optional Slack alert on stalled claims
REAL EXAMPLE
Claim opened on a Tuesday with State Farm.
Wed: carrier follow-up email. Fri: homeowner SMS update. Following Mon: stall escalation if no movement.
Average claim cycle drops from 21 days to 14. 0 admin hours.
Storm and insurance-restoration shops with 15+ open claims.
Retail-only shops doing zero insurance work.