Claim Partner
Industry
Productivity
Client
Jose Gonzalez
Start Date
Jun 2023
Play store URL
App store URL
Next-Gen Claims Resolution Workflow
The Claim Partner app is a next-generation platform designed to simplify and accelerate the insurance claims process for customers, licensed adjusters, and administrative teams. It seamlessly connects all parties through a secure, easy-to-use interface that streamlines scheduling, claim management, and communication — transforming a traditionally complex workflow into a smooth, efficient experience.
To enhance claims handling for all users, ClaimPartners offers:
- Multi-role access control for secure, tailored user experiences.
- Intuitive appointment booking and integrated calendar management.
- Auto-capture of claim locations with geoservice integration.
- Digital claim creation with fast duplication of similar cases.
- Advanced document uploads with automatic categorization.
- Automated Letter of Representation generation via dynamic forms.
- AI-powered document summarization and Q&A for faster insights.
- Two-factor authentication to strengthen account security.
- Timely notifications to keep all users informed throughout.
Built to reduce paperwork, enhance collaboration, and speed up claim resolution, ClaimPartners empowers everyone involved to navigate claims with confidence and clarity.
What We Delivered to Meet Complex Product Demands
- Multi-Role Access Control : Engineered a granular role-based access control (RBAC) system supporting multiple user types: customers, adjusters, contractors, and various admin hierarchies (super admin, company admin, manager, etc.).
- Granular Access Distribution : Implemented fine-grained feature toggling and secure data isolation to ensure tailored user experiences and compliance with privacy requirements.
- Appointment Booking & Calendar Integration : Developed an intuitive, responsive appointment scheduling module that synchronizes calendars in real-time for customers and adjusters.
- Real-Time Updates and Push Notifications :Integrated push notifications and real-time updates using WebSocket technologies and/or Firebase Cloud Messaging (FCM).
- Geoservice Integration for Location Accuracy : Incorporated geolocation APIs to auto-capture claim site addresses, reducing manual entry errors and improving data consistency.
- Reverse Geocoding and Address Autocomplete : Enabled reverse geocoding and address autocomplete features for enhanced user convenience during claim location input.
- Dynamic Claim Creation & Form Management : Transformed traditional paper-based claim initiation into a fully digital process with robust form management and data validation.
- Claim Duplication Feature : Implemented claim duplication features to expedite the processing of similar cases, improving user productivity.
- Advanced File Upload System : Designed a flexible file management backend supporting multiple document types such as PDFs, images, invoices, and insurance documents.
- Automated File Categorization & Metadata Tagging: Automated file categorization and metadata tagging to enhance retrieval and auditability, utilizing secure, scalable APIs for uploading and streaming files in a cloud-based infrastructure.
- Contextual In-Claim Communication & Collaboration : Built real-time, file-specific commenting features enabling granular discussions between adjusters, contractors, and customers.
- Threaded Comment System: Implemented a real-time threaded comment system tied directly to claim documents for precise contextual clarity.
- Automated Letter of Representation (LOR) via JotForm Integration: Integrated third-party form services (JotForm) with dynamic form mapping capabilities to auto-generate and send LOR documents.
- Dynamic Form Field Mapping : Created admin-updatable dynamic data binding between app database fields and JotForm fields for customizable form creation per claim requirements.
- Automated Email Workflows : Developed automated email workflows with embedded form links to streamline customer engagement and form completion.
- AI-Powered Document Processing & Insights : Leveraged cutting-edge generative AI models for document summarization and question-answering on PDF claims documents.
- AI-Enhanced Decision Support : Enhanced adjuster decision-making with AI-driven insights, reducing manual document review time and improving claim outcomes.
- Two-Factor Authentication (2FA) Implementation : Implemented 2FA using industry-standard TOTP (Time-based One-Time Password) protocols and backup recovery mechanisms.
- 2FA Policy Management : Developed admin panel controls to flexibly enforce or relax 2FA policies according to organizational security needs.
- Event-Driven Real-Time Notifications : Created an event-driven notification system delivering timely updates on claim progress, appointment confirmations, and status changes.
Streamlined Cashback Logic
Built centralized cashback engine supporting brand-specific rates, bonuses, guidelines and reward tiers.
Brand-Level UX Requirements
Delivered per-brand custom visuals and purchase flows with dynamic layouts.
Multiple Payment Methods
Implemented dynamic payment gateway switching, including Google Pay and Apple Pay support, with flexible method-based logic.
Engagement with Offers
Introduced Instagram-style stories with time-sensitive brand promotions.
Cashback Tracking
Delivered real-time cashback summaries, purchase timelines, and transparent history logs.
Reward Redemption
Simplified redemption process with seamless integration to Apple Wallet and Google Pay.
Cashback Incentives
Designed gamified scratch cards and refer-to-earn rewards tied to brand behavior.
Social Interaction
- Built a full in-app community with posts, likes, comments, and brand-consistent UX.
Exclusive Travel Deals
- Added cashback on hotel bookings to offer a unique, cross-industry reward experience and enhance user engagement.
Structured User Posts
Integrated rich text editor with formatting, image embeds, and link previews.
User Drop-Off During Offers
- Tracked interaction flows with Mixpanel to optimize events and funnels.
AI-Driven Content Moderation
Implemented AI moderation with customised guidelines to ensure safe and relevant content.
