Are Your Claims Slow — or Are They Stuck in the Wrong Workflow?
P&C claims teams don’t lack urgency — they lack connected workflows. When intake, triage, policy checks, approvals, and settlement stay disconnected, delays multiply fast. Bain estimates AI-enabled claims handling can reduce loss-adjusting expenses by 20%–25% and claims leakage by 30%–50% with the right process and data design. This assessment reveals where your claims workflows are slowing down — and what to fix first.
Where P&C Claims Workflows Stall
FNOL intake leaves gaps that adjusters spend time fixing
Missing photos, unclear loss details, duplicate claimant records, and unclassified documents create rework before a claim ever moves forward.
Triage without context turns delays into leakage
High-severity or suspicious claims treated as routine can miss critical escalation windows — and by the time misclassification is caught, leakage has already begun.
Adjusters work without a unified view
When policy, claims, payment, and document data sit across disconnected systems, teams spend time pulling information instead of progressing the claim.
Approvals and handoffs depend on manual follow-ups
Without orchestrated workflows and clear SLAs, tasks wait on people instead of moving through a connected system.
What the Claims Workflow Assessment Covers
It identifies where delays, leakage, and disconnected processes are impacting FNOL intake, triage, documentation, approvals, and settlement. It evaluates gaps across claims routing, system coordination, AI-assisted adjuster support, and reporting visibility to uncover opportunities for faster, more governed operations. You’ll walk away with a clear view of workflow bottlenecks, prioritized automation opportunities that don’t require core system replacement, and a Salesforce-led modernization roadmap designed to reduce cycle time, minimize leakage, and strengthen customer trust.
Make the First Claim Interaction Count
Faster claims don’t require a core overhaul. The practical path is connecting the right data, automating delays, and giving claims teams clearer workflows across existing systems. Complete the form below and get your structured Claims Workflow Assessment for P&C insurers evaluating Salesforce and claims modernization priorities.