Spellcheck Guardrails
Make optional or mandatory to apply spelling and grammar checks to letters before sending or forwarding for approval.
Template Management
Smart templates, on a purpose-built platform, for P&C Claims.
The key to mastering claims correspondence standardization, consistency, and compliance.
Your Claims Correspondence Dreams
Templates define how every letter works.
Claims Letters™ combines a comprehensive administrative framework, with specialized tools and end-to-end workflows in one platform. Templates govern both letter content and how it moves through your organization.
For example, a template could:
- Require a payment letter to be routed by default for a specific approval hierarchy
- Include an attachment guardrail so an estimate letters can't be sent out without an engineering report
- Apply pre-approved policy language to a specific type of denial letter, according to the policy connected to the claim
These are examples, not restrictions. Apply any capability—or combination of capabilities—to any template you create.
- Require Approval
- Attachment Guardrail
- Delivery Type: Email and Certified Mail
- Pre-approved Policy Language
- Multi-state Disclaimer
Microsoft Word Add-In
Claims Letters™ is available for use as an MS Word Add-In. Loved by content managers for template design, but especially popular with power users entrusted to use the full editing capabilities of the MS Word version (legal, litigation, SIU, and complex claims people). For users with limited authority to edit letter content, this MS Word access is easily disabled for users in administration.
Ease-of-Use
Designed for claims to easily manage their templates, autonomously.
Clients enjoy using Claims Letters™ because it is easy to use, and yet provides every aspect of claims correspondence control imaginable.
A part of what makes Claims Letters™ easy, is that template design is built straight into Microsoft Word - a familiar user interface supercharged by specialized claims correspondence tools and controls.
Specialized P&C Tools
Layered with specialized tools for P&C claims letters.
Every detail covered. Specialized tools to give your team greater control over claims correspondence.
Data Automation
Ensure 100% accuracy in letters by insertion of automated data fields.
Smart Tables
Leverage tables which can be manipulable, contain formulas, and import data from external spreadsheets.
QA Requirements
QA Review Routing is distinct from standard approval workflows. Apply where needed.
AI Governance
Control which users and which templates can utilize Generative AI capabilities, and where.
Multi-State Disclaimers
Manage custom disclaimer content and formatting for each state in the disclaimer catalog, and apply one time.
Conditional Content
Automate any content generation based on claim product, state, or other criteria.
Master Settings
Basic, yet critical. Control the structure and formatting that will be used in all your letters. Conditional variations may exist if needed.
Approval Requirements
Define the approval requirements on a per-template basis.
Policy Language
Ensure every letter is always referencing the correct policy forms and policy language with original formatting. Seamlessly updatable.
Availability Settings
Ensure each template is available to the appropriate LOBs, products, or groups.
Delivery Settings
Pre-set whether a letter should be delivered via email, standard mail, certified mail, or any combination or backup method.
Generative AI
Tailor AI Agent settings company-wide, while configuring custom instructions per template with text-based prompts
CC requirements
Automatically apply or require that additional parties, such as Sales Agents, are cc'd to letters.
Master Pages
Perfect the standardization of your letter heads, letter headers, and signatures using masterpages. Can be applied conditionally.
Locked Content
Make standard content immutable, or apply non-standard formatting in letters.
Editable Content
Where needed, allow for free-form customization to both content and rich text editing.
Version History
Keep track of all changes made to your templates over time, and restore previous versions when needed.
Custom Rules
Any special automations or setups can be coordinated to meet your organization's unique needs.
Attachment Guardrails
Ensure that no letter requiring an attachment is sent without it. Override available.
Oversight
Run reports to study the data based on template types. Can reveal trends in template usage, quality, or template management details
Letter Automation
Fully automate letters, from trigger to delivery, with human checkpoints
Controlled Flexibility
The perfect balance between standardization and flexibility.
Claims Letters™ lets organizations standardize what matters while giving users flexibility where it’s needed. Each template defines the required controls, default behavior, and options available to the person preparing the letter.
Lock or allow edits to content and policy language, permit recipient details to be customized, or let users request approval even when it isn’t required. Your organization decides where the process is fixed and where users can adapt it to the claim.
Template Governance
Even templates can require approval.
All companies are different - some want strict control over content management, others trust their template manager(s). Claims Letters™ makes it easy to sequentially edit, approve, and deploy templates, without interfering with current letter writing processes.
01
Create/Edit
Create a new template (from scratch or import), or make edits to an existing in-use template. Templates in draft mode will only be made available to the rest of the department upon approval.
02
Test
Claims Letters™ provides a few ways to test templates, including testing product versions (or all product versions) with either instant PDF document generations, or sample writing the letter itself.
03
Promote
When a template is ready, the content manager selects Promote to submit it for approval. Claims Letters routes the template to the designated template approver, as defined in your company's settings.
04
Approve & Activate
Designated approvers can approve or deny the template with revision notes. Once approved, any content manager can activate it across the department, replacing the previous version or making a new template available.
See How It Works
A better template is only the beginning.
See how Claims Letters scales efficiency, standardization, consistency, accuracy, and compliance across all claims correspondence.