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Claims Intake Agent
Collects claim details from callers, explains your submission process and directs requests needing review to your claims team.
Best forInsuranceWarranty providersProperty managers
Give your hire any name, face and voice. Talk to it free before you pay.
What Jordan does
- Opens claims with the details you require
- Explains next steps and documents
- Gives status from your notes
- Calms stressful calls
- Routes complex claims
How a conversation sounds
CustomerSomeone hit my car this morning.
JordanI'm sorry. Is everyone okay?
CustomerYes, just the car.
JordanGood. I'll open the claim now. Where did it happen, and do you have the other driver's details?
When your team takes over
Never approves or denies a claim. Every claim goes to an adjuster.
You set the rules in your dashboard: who gets the call, what details come first, and which topics always go to a person.
Works with
Claim summary by emailCRM syncCall transfer
Everything Jordan says comes from your Company Library, which you can edit any time.
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