Overview
Discover how a customized Salesforce solution transforms claims management and communication processes for ClaimsXP, a B2B insurance claims representation firm.
What You Need To Know
ClaimsXP faced challenges in managing growing email communications with claimants and needed a solution to integrate these interactions seamlessly with their Salesforce platform.
Why It Matters
Efficient communication management and quick access to claim information are critical in the insurance industry for providing timely representation, maintaining client satisfaction, and ensuring legal compliance.
What HIC Global Solutions Did
HIC Global Solutions developed a customized Salesforce solution that integrated email communications, automated new claim record creation, and streamlined access to case histories and supporting documents.
Overview
Discover how a customized Salesforce solution transforms claims management and communication processes for ClaimsXP, a B2B insurance claims representation firm.
What You Need To Know
ClaimsXP faced challenges in managing growing email communications with claimants and needed a solution to integrate these interactions seamlessly with their Salesforce platform.
Why It Matters
Efficient communication management and quick access to claim information are critical in the insurance industry for providing timely representation, maintaining client satisfaction, and ensuring legal compliance.
What HIC Global Solutions Did
HIC Global Solutions developed a customized Salesforce solution that integrated email communications, automated new claim record creation, and streamlined access to case histories and supporting documents.
About The Client
Set up in the California State area, with key offices in Redondo Beach and Woodland Hills, ClaimsXP looks at insurance damage claims for a broad variety of insured residential and commercial properties and presents them with legal representation.
Insured parties delegate their case mediation to the firm for able case representation to study and report the full extent of damage eligible for recovery. The firm has extensive experience in identifying and categorizing damage types caused by fires, smoke, water, or unforeseen disasters
About The Client
Set up in the California State area, with key offices in Redondo Beach and Woodland Hills, ClaimsXP looks at insurance damage claims for a broad variety of insured residential and commercial properties and presents them with legal representation.
Insured parties delegate their case mediation to the firm for able case representation to study and report the full extent of damage eligible for recovery. The firm has extensive experience in identifying and categorizing damage types caused by fires, smoke, water, or unforeseen disasters
Challenges Faced
ClaimsXP encountered several challenges in managing their growing caseload and communication requirements:
Email Communication Overload:
The need to communicate with a wide audience of claim holders over email became unsustainable as the number of active claimants grew.
Platform Switching Inefficiency:
Claims personnel had to constantly switch between their email inbox and the Salesforce platform for each case, inflating handling times and adding to operational complexity.
Case Discovery and Follow-up Delays:
The lack of an integrated system led to delays in discovering new claims and initiating timely follow-ups.
Documentation Access:
Accessing claim documentation and case histories was time-consuming, impacting the efficiency of claims processing.
Challenges Faced
ClaimsXP encountered several challenges in managing their growing caseload and communication requirements:
Email Communication Overload:
The need to communicate with a wide audience of claim holders over email became unsustainable as the number of active claimants grew.
Platform Switching Inefficiency:
Claims personnel had to constantly switch between their email inbox and the Salesforce platform for each case, inflating handling times and adding to operational complexity.
Case Discovery and Follow-up Delays:
The lack of an integrated system led to delays in discovering new claims and initiating timely follow-ups.
Documentation Access:
Accessing claim documentation and case histories was time-consuming, impacting the efficiency of claims processing.
Challenges Faced
ClaimsXP encountered several challenges in managing their growing caseload and communication requirements:
They were facing issues with
- Email Communication Overload:
- Platform Switching Inefficiency:
- Case Discovery and Follow-up Delays:
- Documentation Access:
The need to communicate with a wide audience of claim holders over email became unsustainable as the number of active claimants grew.
Claims personnel had to constantly switch between their email inbox and the Salesforce platform for each case, inflating handling times and adding to operational complexity.
The lack of an integrated system led to delays in discovering new claims and initiating timely follow-ups.
Accessing claim documentation and case histories was time-consuming, impacting the efficiency of claims processing.
Proposed Solutions
HIC Global Solutions proposed a comprehensive Salesforce customization to address ClaimsXP’s specific needs:
Email-driven Communication Tracking
Developed a Custom Object called “Claim Email” linked to the Opportunity Object, with Custom Fields to capture administrative details such as Case Status and Closure Date.
Implemented a system to append new email message histories to existing Claim Email Records when emails with the corresponding Claim number in the subject line were sent, received, forwarded, or replied to.
Automated New Claim Pipeline
Created a system to automatically insert new Claim Email Objects in Salesforce for every unrecognized claim number, ensuring immediate capture of new cases.
Unified Database and Document Management
Established a centralized database for all claims-related communications within Salesforce.
Implemented Related Lists in the Claim Email Object to provide easier access to supporting documents through attachments.
Proposed Solutions
HIC Global Solutions proposed a comprehensive Salesforce customization to address ClaimsXP’s specific needs:
Email-driven Communication Tracking
Developed a Custom Object called “Claim Email” linked to the Opportunity Object, with Custom Fields to capture administrative details such as Case Status and Closure Date.
Implemented a system to append new email message histories to existing Claim Email Records when emails with the corresponding Claim number in the subject line were sent, received, forwarded, or replied to.
Automated New Claim Pipeline
Created a system to automatically insert new Claim Email Objects in Salesforce for every unrecognized claim number, ensuring immediate capture of new cases.
Unified Database and Document Management
Established a centralized database for all claims-related communications within Salesforce.
Implemented Related Lists in the Claim Email Object to provide easier access to supporting documents through attachments.
Proposed Solutions
HIC Global Solutions proposed a comprehensive Salesforce customization to address ClaimsXP’s specific needs:
The solutions which we offered to them
- Email-driven Communication Tracking
- Automated New Claim Pipeline
- Unified Database and Document Management
Developed a Custom Object called “Claim Email” linked to the Opportunity Object, with Custom Fields to capture administrative details such as Case Status and Closure Date.
Implemented a system to append new email message histories to existing Claim Email Records when emails with the corresponding Claim number in the subject line were sent, received, forwarded, or replied to.
Created a system to automatically insert new Claim Email Objects in Salesforce for every unrecognized claim number, ensuring immediate capture of new cases.
Established a centralized database for all claims-related communications within Salesforce.
Implemented Related Lists in the Claim Email Object to provide easier access to supporting documents through attachments.
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