Approved starting material
- Claims selected by an authorized recovery owner
- Party and insurer information
- Approved recovery checklist and correspondence
- Payment and evidence records authorized for the packet
Specialist claims support
Subrogation administration support
Organize parties, recovery records, and approved follow up for specialist review.
Built for: For recovery units and claims teams that need consistent administrative preparation around potential subrogation files.
Discuss this workflow
The operating problem
Recovery opportunities lose momentum when party details, notices, supporting records, and follow up dates are scattered or incomplete.
Inputs
What the role needs.
Access begins with the minimum systems and records required for the approved workflow.
Workflow
A traceable path from source to review.
Assemble
Collect the records identified by the approved recovery checklist.
Reconcile
Compare party, carrier, contact, and reference fields across source records.
Track
Maintain approved notice, request, response, and follow up dates.
Escalate
Route disputes, representation, missing authority, and substantive responses to the recovery owner.
Scope
Useful work with a visible edge.
Included
- Prepare recovery record packets
- Maintain party and carrier details
- Track approved correspondence
- Record response and follow up status
Not included
- Identify legal liability
- Decide recovery potential
- Make a demand or compromise
- Interpret statutes, contracts, or legal positions
Deliverables
- Recovery review packet
- Party reconciliation register
- Correspondence and follow up log
- Missing record and dispute list
Decision boundaries
- An authorized professional selects files for recovery activity.
- Amounts, liability positions, demands, and compromises remain with qualified owners.
- Counsel involvement or a disputed party record is escalated immediately.
Quality controls
- Party details checked against source records
- Packet checklist completion review
- Correspondence authority confirmation
- Follow up date and response reconciliation
In practice
How the boundary works in real situations.
Carrier details disagree
Situation: A police report and claim note list different insurer information.
Controlled response: The assistant records both sources and sends the conflict to the recovery owner without choosing one.
Approved records are ready for review
Situation: Invoices, payment records, and incident documents meet the packet checklist.
Controlled response: The assistant indexes the packet and routes it to the specialist who decides any recovery action.
Common questions
Before this role begins.
Can the assistant decide whether to pursue recovery?
No. File selection and recovery strategy belong to the authorized recovery professional.
Can demand letters be sent?
Only approved administrative correspondence under your explicit process. Demand substance and authority remain with your qualified owner.
How are disputed details handled?
The sources are preserved, the discrepancy is logged, and the matter is escalated.
Build from a defined queue
Shape a controlled subrogation administration support role.
Bring the current workflow, review owner, and recurring exceptions to a free consultation.
Plan a free consultation