Virtual Claims AssistantPowered by StealthAgentsBook a free call Claims support services
Choose the workflow where administrative preparation, coordination, and follow through can give accountable claims professionals more room to review and decide.
Plan a support role
Six focused starting points
Each role has distinct inputs, outputs, controls, and decision boundaries. Combine workflows only after ownership and review are stable.
For intake managers and claims teams receiving loss notices across phone, portal, email, and partner channels.
Organize first notice records and route incomplete details for accountable review.
For property, casualty, and specialty claims teams managing files from policyholders, vendors, experts, and counsel.
Maintain a traceable index of evidence, correspondence, and approved requests.
For claims teams with recurring policyholder status inquiries and documented communication standards.
Prepare approved updates and keep contact records complete without making claim decisions.
For staff and independent adjusting teams balancing active inventories, diary dates, and supervisor exceptions.
Keep diaries, ownership, and next actions visible and tied to source records.
For recovery units and claims teams that need consistent administrative preparation around potential subrogation files.
Organize parties, recovery records, and approved follow up for specialist review.
For claims quality, compliance, and operations leaders who need repeatable file review preparation and trend visibility.
Prepare review samples and evidence based exception records for accountable leaders.
A controlled engagement
Agree on sources, queues, formats, access, and ownership.
Assign bounded preparation and coordination, not claim authority.
Sample outputs, inspect exceptions, and adjust the procedure.
Add volume or scope only when the first workflow is reliable.
A clear line
Assistants do not determine coverage or liability, set reserves, value damage, negotiate settlements, deny claims, conclude fraud, interpret law, or authorize payment.
Not sure where to start?