Rapid Implementation Process


Leverage Claims Letters' flexible integration and implementation services to be live in days or same day, YES, we are unique!

Claims Letters' dedicated support team leverages years of experience and a deep understanding of the insurance industry to provide a range of services to ensure success with Claims Letters.

What does the process look like?

1. Discovery
Everything starts with an initial meeting where we discuss your desires and the scope of our engagement. We'll be happy to talk about how we'd approach the work, and one of our solution engineers will accurately estimate your project scope.

If the project looks like a good fit for both parties, we'll send you a detailed proposal.
  • Meet us, discuss your project, and ask questions
  • Get a detailed proposal explaining costs, timelines, and deliverables
2. Design
We start with some simple onboarding, and arrange a kick-off call so you can meet the project team and discuss the timeline.
Our professionals work with you to customize your document requirements, discuss deadlines, and develop a detailed project plan. During the design phase, we deliver a design specification developed to ensure your success.
  • Introductions
  • Analyze documents
  • Determine workflow
  • Determine data needs
3. Rapid delivery
During the build phase, our team establishes a connection to your claims and policy administration system, creating the necessary datasets and templates for all communications. We also establish profiles for all products so we can target specific templates for specific policy types.
Also, a key part of this phase is establishing the approval cycle for all templates and datasets, this ensures consistency for when we move to the more rapid deployment phase.
  • Create document prototypes
  • Build data extracts
  • Establish approval processes
  • Create product profiles
4. Build, test, deploy
Using agile methodologies, we enter a Build, Test and Deploy cycle. After reviewing prototypes we built with your team, we step through an approval process and publish the new templates.
We are now in an iterative cycle, continuously building, quality-checking and deploying.
  • Continuous cycles
  • Approval process
  • Executive reviews