Claim intake

Checks each new claim against the policy, sends the adjuster a claim file with severity and red flags, and drafts the claimant's claim number email.

Live example

Click a step to see how it works.

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When a claimant fills in our first notice of loss form, look up their policy in our policy sheet and check it was active on the loss date and covers this kind of loss. If it doesn't, send the adjuster a short note to review. Otherwise send the adjuster the claim file with the severity, any red flags and a summary, and draft an email in the adjuster's Gmail giving the claimant their claim number and the documents this loss needs, like a police report for a theft.

Here's the plan:

Check the policy: looks up the policy in your policy sheet, checks it was active on the loss date and covers this kind of loss, and lists the documents the loss needs.
Send the claim file: gives the claim a number, emails the adjuster the claim with its severity, any red flags and a summary, and drafts the claimant an email in your Gmail with their claim number and the documents to send.
Flag it for the adjuster: when the policy wasn't active or doesn't cover the loss, emails the adjuster a short note to review.

Set the adjuster and your policy sheet in the settings. Tell me what to change. For example: "Also flag losses over $50,000."

First notice of loss

A claimant reports a loss.

Form

Check the policy

Checks the policy was active on the loss date and covers the loss, and lists the documents needed.

The policy was active on the loss date and plausibly covers this loss.

← Check the policy

Send the claim file

Numbers the claim, emails the adjuster its severity and red flags, and drafts the claimant's email.

The policy wasn't active on the loss date, or clearly doesn't cover this loss.

← Check the policy

Flag it for the adjuster

Emails the adjuster a short note to review a claim the policy may not cover.

Step by step

Every first notice of loss needs a policy check, a severity call and a claim number. Malleable checks the policy, writes up the claim for the adjuster with any red flags, and drafts the claimant's reply.

1A claimant fills in the first notice of loss form
2Malleable checks the policy sheet: active on the loss date, and covering this kind of loss
3It gives the claim a number and emails the adjuster the claim with its severity, any red flags and a summary
4It drafts an email to the claimant in your Gmail with their claim number and the documents to send
5If the policy wasn't active or doesn't cover the loss, it emails the adjuster a note to review

What the team gets

Every claim checked against its policy
Red flags marked before the adjuster opens the file
Claimant replies drafted for you to send

Apps it uses

Google

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