Triage Insurance Claims at Intake and Route by Type and Urgency
Speed up claims — capture each claim, use AI to classify type and urgency, and route it to the right adjuster queue with a priority flag.
- 1
Capture the Claim
Add a
Webhooknode fed by your claim form with the description and details. - 2
Classify the Claim
Add an
OpenAInode returning the claim type and an urgency level from the description. - 3
Create the Claim Record
Add a
Salesforcenode creating a case with the type, urgency and customer details. - 4
Route to a Queue
Add a
Switchnode assigning the case to the matching adjuster queue by type and priority. - 5
Activate and Test
Activate the workflow and submit test claims of different types. Confirm routing and priority are correct.
Frequently asked questions
Can AI misjudge urgency?
Keep a human review for high-urgency flags and let adjusters reclassify; the AI just gets it to the right queue faster.
What about fraud signals?
Add a check for known fraud indicators and route suspicious claims to a special investigations queue.
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