WHO 

• Organizations managing high volumes of claims or case assessments

• Teams seeking to improve accuracy, tracking, and compliance in claims workflows to reduce manual handling and processing delay

INDUSTRY

Insurance, legal services, financial services, healthcare, education, government and public sector

DEPARTMENT 

Claims management, legal, risk & compliance, HR, operations, customer service

OUTCOMES

• Save time and money spent on the claims handling process
• Enhance accuracy and reduce human error
• Enhance customer retention and lifetime value
• Manage your claims process all in one place
• Allow handlers to spend time on the complex cases

Insurance claims intake and management with Neota means flexibility, speed, and a streamlined digital user experience for both the claimant and claims handler.

Route claims to the right team based on pre-determined logic, or initiate human-in-the-loop (HITL) management for particular types of cases with ease.

Claims routing and triage can be as simple or as complex as you require – simply drag-and-drop to add approval stages, requests for further information, and more.

The Challenge

Claims can be a cumbersome and complex process. Legacy software often still means repetitive manual data entry, lengthy response times, and frustrated customers.

For insurers, claims are a critical part of the customer lifecycle. A confusing or difficult process – even where already digitized – can be the difference between a policy renewal or termination.

Solution

Customers can file claims online, streamlining the initial submission process.

Using rules and logic, claims can be handled entirely automatically, or under certain circumstances you can require human intervention for cases with complexities or anomalies. Tailor the process to your exact needs.

Insurers can then use a centralized portal for efficient case management and review.

Over time, this centralized data repository can be used to identify trends and patterns, supporting proactive risk management and policy adjustments.

Key features 

1. Design your claims process exactly how you want
   Route claims using custom logic, and integrate human oversight where necessary, ensuring that complex or sensitive claims receive the appropriate level of attention and expertise.
2. Easily make updates and maintain
   New policy or regulations mean you need to add an additional step? Just edit the steps in our visual development environment without taking the tool offline.
3. True design and brand ownership
   Customize your claims portal with your own branding and visual identity to resonate with customers with custom themes and design tools.
4. Centralized data and tracking
   Reduce manual data entry, reduce errors, and use data to spot bottlenecks and continuously improve processes.
5. Connect systems with custom integrations
   Integrate with your CRM, open-source databases, or any tool with a RestAPI to make the workflow even easier, pull in data, and more.
6. Seamless user experience, for claimant and handler
   Ask only the questions you need to, when you need to, and streamline the claims experience in one workflow portal.