Back To ClearClaims Dashboard Replay Mary Weaver Claim 1

Claim Guardians

ClaimsCalQL8ter Guided Intake

Prototype portal for adaptive claim processing

Prototype Only

A guided workflow that asks what the user received and builds the customer summary automatically.

This portal is intentionally separate from the live claim-entry flow. It is meant to feel simple enough for a new team member to process claim documents without understanding the accounting engine behind the scenes.

Prototype Promise

The user starts with: “What did you receive?”

The system decides: what questions come next

The output stays: the expert customer summary and PDF

1. What Did You Receive?

The user starts by choosing the real-world item in front of them, not a financial concept.

2. Adaptive Interview

The system only asks the questions needed for this type of item, in simple language.

Carrier Check / Payment

User skill level

Designed for a first-time processor

Required answers

5 must be answered

Goal

Build claim math without exposing claim math

Question 1

Check number

Question 2

Gross amount

Question 3

Check date

Question 4

What is this check for?

Question 5

Is this tied to a specific vendor?

Question 6

Is CGPA fee applied to this payment?

Question 7

Where is the money currently?

Review result before saving

The system explains what this item will change before it touches the claim.

3. Claim Timeline

Every saved item becomes a simple, chronological claim event the next person can understand.

Carrier estimate added

Original rebuild estimate loaded from State Farm worksheet

Timeline

Customer summary now shows carrier-approved rebuild support.

Contractor estimate added

Rapid Refurb rebuild estimate linked to Rebuild service

Timeline

Current contract total now includes rebuild vendor scope.

Check received

Insurance check entered and custody marked with homeowner

Timeline

Carrier funds credited increased, but vendor paid remains unchanged.

3. Expert Output Preview

The user never calculates this manually. The app explains the impact in plain language.

You are adding

Carrier Check / Payment

Capture incoming insurance money without requiring the user to understand the money-flow engine.

Customer-facing impact

Carrier funds credited will increase once the amount is entered.

This item will update

Records gross carrier payment
Calculates fee if applicable
Updates carrier credited and vendor-funded values

Needs Review

The app should tell the team what still looks incomplete, ambiguous, or risky.

Missing 5 required answers.

Check amount entered with no category

Vendor selected but custody still with homeowner

Fee applied but no fee rule available

Customer Summary Snapshot

This keeps the current product strength in view while simplifying how data gets entered.

Carrier funds credited

$16,965.43

Actually paid to vendor

$15,683.29

Estimated homeowner responsibility

$2,804.11