Automate No-Claims Bonus Verification in Your CRM

ClaimFlow is an intelligent agent that confirms special no-claims classifications by automatically handling documents between insurers, directly within your CRM.

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Start: tool: trigger-chat

Step 1: type: conditional

End: tool: end-workflow

HOW IT WORKS

A Simple, Automated Process

Turn a complex manual task into a seamless, three-step automated workflow.

Initiate the Request

Start the verification process with a simple chat command or an API call. ClaimFlow is triggered to begin post-processing for the new policy in your CRM.

Handle Documents

Based on conditional logic, the agent identifies the need to verify the no-claims bonus. It automatically handles the necessary documents, like the previous insurer's premium invoice or policy.

Confirm & Complete

ClaimFlow confirms the special classification with the new insurer and updates your CRM records. The workflow completes, notifying you of the successful verification.

Features

Everything You Need to Automate

ClaimFlow is more than a simple tool; it's a platform built for efficiency and integration.

Seamless CRM Integration

Designed to work with your existing CRM, ClaimFlow acts as an agent to handle post-processing tasks without disrupting your current operations.

Automated Document Handling

Say goodbye to manual document chasing. ClaimFlow intelligently processes insurance policies and invoices to confirm critical details like no-claims bonuses.

Developer-Friendly API

Build custom automations and integrate ClaimFlow into any part of your stack with our comprehensive API and interactive playground.

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Scheduled Workflows

Proactively keep your data up-to-date. Create scheduled runs to perform verification checks at regular intervals, ensuring data accuracy over time.

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Conversational Interface

Kick off complex workflows with the simplicity of a chat message. Our `trigger-chat` tool makes automation accessible to everyone on your team.

Completely Free

Access powerful automation capabilities without the cost. ClaimFlow is free to use with no monthly charge, enabling businesses of all sizes to innovate.

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Use Case Spotlight

Perfect for Motor Vehicle Insurance

ClaimFlow was born from a need to simplify a common bottleneck in the German motor vehicle insurance ("Kfz-Versicherung") industry: verifying a new client's no-claims bonus ("Schadensfreiheitsrabatt").

Reduce processing time for new policies significantly.
Eliminate manual errors in transferring no-claims history.
Increase team efficiency and improve customer onboarding.


                        // Original User Request (DE)

                        "Ich benötige einen Agenten, der bei einer Nachbearbeitung in meinem CRM die Sondereinstufung des Schadensfreiheitsrabattes einer Kfz-Versicherung bei einem neuen Versicherer bestätigt, durch das zusenden eines Dokuments des Vorversicherers (z.B. Beitragsrechnung oder Versicherungspolice)."

Pricing

Simple and Transparent

Get started with powerful automation at no cost.

Free Plan

No monthly charge.

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Ready to Streamline Your Workflow?

Start automating your insurance post-processing tasks in minutes. Create your free account and discover a more efficient way to work.

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