Insurance Claim Management System

The Insurance Claim Management System, built with Infowise Ultimate Forms in SharePoint, streamlines claim handling by automating submission, assessment, approvals, and payments. The system enhances efficiency by integrating structured workflows, dynamic forms, automated actions, and real-time notifications, reducing manual work and ensuring smooth collaboration between policyholders, adjusters, and claims managers.

Key Features Include:​

• Automated Claim Submission – Policyholders submit claims via Infowise Forms, triggering workflows for automated processing.
• Dynamic Status Updates – Using Ultimate Forms: Actions, claim statuses automatically change.
• Task Management Automation – Tasks are created dynamically using Ultimate Forms: Alerts & Actions, ensuring adjusters and finance teams receive assigned tasks.
• Real-Time Notifications – The system leverages Ultimate Forms: Alerts to notify users about claim updates, pending approvals, and required actions.
• Connected Lookup Fields & Associated Items – Seamlessly links claims, assessments, supporting documents, and payments for structured data management.
• Role-Based Access Control  –  Ensures only authorized users can modify claim information, maintaining security and compliance.

How It Works:​

1. Claim Submission: Policyholders submit a claim using an Infowise Ultimate Form in SharePoint.
2. Adjuster Assignment: Assign an adjuster.
3. Assessment & Status Change: Adjusters evaluate claims, triggering automated status updates via Ultimate Forms: Actions.
4. Task Creation & Notifications: The system generates tasks for approvals and payments, sending real-time.
5. Payment Processing: Once approved, the finance team is notified to process the payment.

Why Choose This System?

The Insurance Claim Management System leverages Infowise Ultimate Forms in Microsoft 365 and SharePoint to create an automated, structured, and transparent claim processing workflow. By reducing manual effort, ensuring seamless collaboration, and improving claim turnaround times, this solution helps insurance providers deliver faster and more reliable services.