Why it is a separate MicroERP
An agency claims desk can service externally placed policies independently of quote/renewal placement workflows.
Insurance Agency OperationsReviewed functional scope
Insurance Claims Support MicroERP
Traceable claim-support case and insured communication/outcome evidence
Who it helpsAuthorized broker/agency claims-service team
FROM A REAL REQUEST TO A USEFUL RESULT
The working flow.
An insured reports a potential claim
- 01
Record accurate first notice
- 02
verify agency role/policy references
- 03
collect and submit evidence to carrier
- 04
follow queries/status or catastrophe workload
- 05
escalate disputes/concerns
- 06
record carrier-led outcome and service closure
The useful outcome
Traceable claim-support case and insured communication/outcome evidence
ALL FEATURES IN THEIR OWNING PRODUCT5 feature modules.
5 feature modules.
One product scope.
Open each module to review its purpose and actions. These features belong inside Insurance Claims Support MicroERP.
01Major-Event Insured Outreach & Claim Coordination3 scoped actions
Support affected clients when one event creates many claims.
- Identify potentially affected policy locations
- Coordinate contact and claim-notification worklists
- Track capacity escalation urgent needs and unresolved cases
02Claim Delay & Dispute Escalation3 scoped actions
Escalate unresolved claim-service concerns with evidence.
- Record disputed handling decision or missing action
- Assemble policy and correspondence history
- Route to authorized carrier dispute or external specialist channels
03Claim Support & Progress Coordination3 scoped actions
Assist the insured through carrier-led claim handling.
- Track adjuster contacts documents and milestones
- Coordinate client responses and status updates
- Record settlement communication disputes and closure
04Claim First Notice & Carrier Notification3 scoped actions
Help the insured report a potential claim accurately.
- Capture event facts affected policy and initial evidence
- Notify the authorized carrier or claims channel
- Track acknowledgement and immediate information requests
05Insurance Application Concern Escalation3 scoped actions
Route suspicious or inconsistent information for appropriate review.
- Identify contradictions in submitted evidence
- Preserve the information and reviewer rationale
- Refer to authorized carrier or specialist channels without automatic accusation
CLEAR OWNERSHIP. CONNECTED FUNCTIONS.
How the scope fits together.
Dependencies to plan
- policy-reference-core
- document-evidence-core
- case-workflow-core
- communication-core
Outside this scope
- Carrier decisions and coverage remain authoritative.
- Suspicious concerns are escalated to authorized reviewers, not decided by software.
REUSE THE SAME PRODUCT
Mapped to your industry.
Industry compositions select relevant products and modules. Some options apply only under particular operating conditions; review the industry page before choosing.
Start with this scope.
Confirm your workflows, required integrations, team access, migration and acceptance checks in one implementation brief.