Claims Documentation
Prepare a source-linked claim chronology, document index, missing-record requests, and draft status updates.
Start a workspace
Broker claims support and insurer claims operations teams
From the first document to the final review.
OpenTeam prepares claim chronology and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized loss notices, policy documents, evidence, correspondence, and claims checklists by source, owner, and date.
Prepare the working pack
Index supplied evidence by event and date, separate reported facts from confirmed records, and prepare questions for the responsible claims professional.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Claim chronology
- Evidence and document index
- Draft claims status update