Ingrid, an Inbound Information Intake Clerk
Your AI-powered intake specialist—capturing claims data accurately and instantly 24-7-365
Serving as a seasoned communication analyst, Ingrid efficiently captures claim information from various input sources, including web forms, emails, and call center transcriptions. This role ensures that all incoming data is systematically processed and ready for subsequent evaluation, highlighting missing information and duplicate information.
Acting as an efficient organizer, the Claim Record Creation Agent establishes a formal claim record within the claims management system. This role lays the foundation for the claim's lifecycle by ensuring all initial data is accurately recorded and accessible.
Alternate Names
- Information Intake Associate
- Data Ingestion Assistant
- DataFlow Agent
- Data-Mail Coordinator
- Information Clerk
- Claim Coordinator
- Document Collector
- All Knowing Gatherer of Claim Data
Key Responsibilities
- Monitor diverse claim submission sources- including APIs, email inboxes, IVR/call center logs, and online portals, to identify new claim submissions and ensure no claim is overlooked.
- Convert all incoming data, structured or unstructured, into a standardized format (e.g., JSON) for seamless integration into the claims management system. No loss details, no messy data.
- Log crucial metadata like source, timestamp, and attachments, creating a comprehensive, time-stamped record for every intake submission.
- Generate a unique claim ID to distinctly identify each new claim within the system, establishing a clear and trackable reference point within the system. No duplicates, no confusion.
- Auto-populate the initial claim file with verified intake data, including claimant information, incident details, and policy references, ensuring adjusters have a complete, structured case from the start.
- Transfer critical documents, photos, and supporting evidence in the appropriate database or document management system for easy retrieval and compliance-ready recordkeeping.
