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Last active February 2, 2026 13:54
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Insurance Workflows - Platform Stack
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insurance-workflows.md
  1. Claims Processing Workflow
  • Create Form Submission → Policyholder submits claim
  • Upload File/Create Asset → Attach photos, receipts, police reports
  • Create Note/Create Comment → Adjuster adds investigation notes
  • Create Task/Create Thread → Assign to claims adjuster
  • Send Message/Send Transactional Email → Status updates to policyholder
  • Create Commerce Payment → Issue claim payout
  • Update Form Submission → Mark claim as resolved
  1. Policy Underwriting & Issuance
  • Create Account → New customer record
  • Create Form Submission → Application intake
  • Create Data Source Query → Pull credit scores, MVR reports, property data
  • Create Workflow/Complete Workflow Step → Multi-stage approval process
  • Generate Content/Create Message → Generate policy documents
  • Create File/Upload File → Store signed policy documents
  • Schedule Message → Send renewal reminders
  1. Customer Onboarding
  • Create User/Create Account → Set up policyholder portal access
  • Send Transactional Email → Welcome emails, verification
  • Create Collection Item → Add to appropriate customer segment
  • Create Calendar Event → Schedule agent consultation
  • Create Assistant → Set up AI chatbot for FAQs
  1. Agent/Broker Management
  • Add Member To Organization → Onboard new agents
  • Set User Permissions → Define commission tiers, territory access
  • Get Activity Logs → Track agent performance
  • Create Analytics Group → Sales reporting by region
  • Create Commission Payment → Process agent payouts
  1. Compliance & Audit
  • Get Workspace Audit Logs → Regulatory audit trails
  • List File Revisions → Document version history
  • Export SBOM/Create Report → Compliance reporting
  • Create Moderation Report → Flag suspicious claims (fraud detection)
  • Archive Records (Batch) → Retention policy enforcement
  1. Renewal Management
  • List Subscriptions → Identify upcoming renewals
  • Create Scheduled Message → 30/60/90-day renewal notices
  • Create Draft → Pre-populate renewal quotes
  • Create Calendar Event → Agent follow-up tasks
  • Update Account → Process renewal changes
  1. Document Management
  • Create File/Upload Asset → Policy documents, endorsements
  • Create File Permission → Control access (agent vs. policyholder)
  • List File Versions → Track policy amendments
  • Generate Speech/Transcribe Audio → Recorded statement processing
  • Create Extraction Task → OCR on uploaded documents
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