Insurance · Claims Intake

Claims filed completely, the first time.

Incomplete first notices of loss slow claims processing and frustrate policyholders who are already in a stressful situation. Docuplete guides policyholders through a structured claims interview — capturing incident details, policy information, and contact preferences — so your claims team receives a complete, accurate intake packet without a follow-up call.

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The problem

Why phone-based claims intake creates rework.

Policyholders omit key details

Policyholders calling during stressful moments forget to mention relevant facts — other parties, witness information, prior damage — that adjusters need immediately.

Adjusters re-contact for missing information

Every call to gather missing details adds days to the claims timeline and creates additional policyholder friction.

No structured first-contact record

Handwritten call notes are not a reliable first notice of loss — they vary by adjuster and are difficult to audit.

Manual entry into claims systems

Transcribing call notes into the claims system takes adjuster time that should be spent investigating and settling claims.

How it works

Structured first notice of loss via a guided interview.

1

Upload your first notice of loss form

Upload the FNOL or initial claims intake form your agency or carrier uses. Any PDF format.

2

Map fields to policyholder-friendly questions

Each field — incident date, location, description — maps to a plain-language question policyholders can answer without claims expertise.

3

Send the policyholder a secure link

Immediately after a claim is reported, send the policyholder a link via email or SMS. They complete the guided form at their own pace.

4

Receive a complete intake packet

Download the pre-filled FNOL with all required fields, the policyholder's e-signature, and a timestamped audit trail. No follow-up call needed.

What it captures

Every detail your claims team needs upfront.

Policyholder name and policy numberContact information for claims communicationDate, time, and location of incidentType of loss (fire, theft, water, collision, liability, etc.)Description of damage or lossOther parties involvedWitnesses (name and contact)Police or fire report number (if applicable)Medical treatment received (for bodily injury)Photos or supporting documents (upload link)Authorization for inspection and repairPolicyholder signature and date

Improve first-contact resolution for claims.

Complete intake packets from every policyholder — no follow-up calls, no missing information.

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