Insurance agencies
Track claims and retention follow-up
Claims & retention usually slows down when claim notes, carrier updates, client messages, renewal history, and risk signals do not tell the same story, or when a claim status changes, client asks for help, or retention risk appears. Imagine keeps those sources in view, prepares a claim-status brief, client check-in, and retention task, and separates the ready work from the judgment calls. After review, the approved update goes back to the AMS and client thread, so clients feel supported without every update becoming a manual reminder.
The manual reality today
-
01
Too many tabs before claims & retention can move
claim notes, carrier updates, client messages, renewal history, and risk signals each hold part of the answer, so the team burns time piecing together what happened before they can respond.
-
02
Claims & retention can stall until someone notices
When a claim status changes, client asks for help, or retention risk appears, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
-
03
The claims & retention history is hard to defend
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
-
01
Read the claims & retention signals
Imagine watches claim notes, carrier updates, client messages, renewal history, and risk signals for new activity, stale items, and changes that affect the work.
-
02
Separate routine claims & retention work from judgment
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
-
03
Draft the next claims & retention touch
Imagine drafts a claim-status brief, client check-in, and retention task using your rules, tone, and thresholds, then flags anything that needs judgment.
-
04
Write the claims & retention result back
After review, approved actions are recorded in the AMS and client thread with the context, approver, and timestamp preserved.
Works with the tools you already run
- Applied Epic
- AMS360
- EZLynx
- Gmail
- Outlook
- Slack
What changes
Decisions around claims & retention surface sooner
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Claims & retention communication feels less random
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
The claims & retention record is easier to explain
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle claims & retention?
Imagine watches claim notes, carrier updates, client messages, renewal history, and risk signals, spots when a claim status changes, client asks for help, or retention risk appears, and prepares a claim-status brief, client check-in, and retention task for review. Approved actions sync back to the AMS and client thread with the supporting context attached.
What parts of claims & retention can stay manual?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the AMS and client thread is updated.
Which tools feed claims & retention?
This workflow can connect to systems such as Applied Epic, AMS360, EZLynx, Gmail, Outlook, Slack. Imagine works on top of those tools instead of replacing the system of record.
How does claims & retention feel different?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so clients feel supported without every update becoming a manual reminder.