Address Validation & Address Book
Validate addresses through USPS and maintain commonly used recipients in a shared Address Book. Address validation can be disabled when required.
Compliance Tools
Compliance.
At every level.
Claims Letters™ brings compliance tools into every layer of claims correspondence—from writing and reviewing individual letters to template design, company governance, and oversight.
Individual letters. Organization-wide control.
A Connected Framework
Every letter carries responsibility.
Claims correspondence compliance helps ensure every letter meets applicable regulatory, policy, and organizational requirements. It supports clear, accurate communication, protects coverage positions, and reduces the risk of errors or omissions that can lead to disputes, penalties, or litigation.
01 · Letter Writing
Support good judgment.
At the point of writing.
Give letter writers and reviewers practical tools to check the details, apply the right language, and prepare complete correspondence as they work.
Spelling & Grammar
Check spelling and grammar while writing. Support specialized terminology with overrides and a company-wide list of ignored words.
Audio Readback
Hear written sections read aloud on demand to help catch errors or unclear wording. Writers and reviewers can choose from customizable voices.
Attachments & Addendums
Add supporting documents from a desktop, the claim file, or a preloaded collection of company forms and addendums.
Policy Language
Bring formatted policy language into the letter, with pre-approved selections applied conditionally according to the product and policy.
Explore Policy LanguageMulti-state Disclaimers
Maintain disclaimers for all 50 states in a central catalog and apply them according to the letter type and applicable state.
02 · Template Design
Set the requirement.
Build it into the template.
Turn your organization's standards into controls that follow each letter. Apply the combination of requirements a template needs, from supporting attachments to approvals and distribution.
Explore Template ManagementIllustrative template requirements
- Supporting attachmentRequired before distribution
- Approval routingAssigned by the template
- State disclaimerApplied from the central catalog
- Delivery requirementsEmail, mail, or certified mail
Your requirements, carried into the workflow.
Attachment & CC Guardrails
Require supporting attachments or CC recipients before a letter goes out. Include standard addendums by default and automate agent CCs where applicable. Supervisors can override an attachment guardrail.
Approvals & QA Routing
Route letters to supervisors, managers, directors, custom designations, or QA groups. Configure multiple approval tiers when needed.
Product Availability
Make each template available to the product lines or individual products it is intended to serve.
Delivery Requirements
Preset email, mail, or certified mail requirements, with automation available through your print and delivery partners or ours.
Custom Instructions
Show template-specific notes and reminders each time a writer uses that template.
Required Audio Readback
Make listening to written content a required step for letters created from selected templates.
Custom Rules & Workflows
Work with our team to configure special letter behavior, routing, or connected actions, such as creating a task in your core system.
Centralized Disclaimers
Update a state's disclaimer in the catalog and apply the change across the templates that use it, without reworking each template.
03 · Company Governance
The right capabilities.
In the right hands.
Define who can access each part of Claims Letters™ and which tools they can use. Give users the capabilities their responsibilities require, with additional control over AI and Microsoft Word access.
AI Availability
Determine who can use AI tools and which AI capabilities are available to them.
Microsoft Word Access
Reserve access to the Claims Letters™ Word Add-In for authorized power users, such as reviewers, complex claims specialists, and legal teams who need to edit every aspect of a letter.
Company access controls
Govern by role.
- Letter Writer
- Letter Manager
- Content Manager
- System Administrator
- Company Manager
Access and capabilities defined by your organization.
04 · Oversight
Keep the full picture.
Follow every letter.
Give administrators a clear view of correspondence across the organization, with the detail to identify outstanding requirements and trace how each letter was handled.
Oversight Dashboard
Illustrative viewPending ApprovalReview outstanding letters
QA AssignmentsSee quantities and ownership
Regulatory LettersIdentify potential outstanding notices
Denied LettersSee letters denied in review
Letter traceability
- Written
- Reviewed
- Approved
Who acted · When · What changed
Regulatory Letter Tracking
Configure requirements by state for acknowledgements, status updates, and other regulatory notices. Track their status and receive alerts for outstanding letters.
Reporting & Activity
Monitor letter status, daily volume, writer activity, and approvals. Request custom reports for your organization's needs.
Research & Traceability
Find correspondence by claim number, writer, or letter ID. Trace writing, review, approval, and adjustments, including who acted and when.
Exportable Letter Views
Export the letter views you see in the Control Panel to CSV or Excel for further review and analysis.
See How It Works
Make compliance part of the process.
Explore how your requirements can work together across letter writing, template design, governance, and oversight.