📋 Track a Claim From the First Call

Run a book of business without letting a renewal slip. These prompts build what an agent or broker actually needs: every policy with its renewal date, commission you can check, claims tracked from notification to settlement, and a client portal that answers the routine questions. The renewal date does the work, because it is a reminder that repeats every year on its own.

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Track a Claim From the First Call

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When a client has a claim, everything happens by phone and email and I lose track. Build me a claims app. Log a claim at first notification with the client, the policy it sits under, the date of loss, the date notified, what happened in the client's own words, the estimated value, any reference the carrier gives, and the person handling it. Track stages of Notified, Submitted to Carrier, Under Assessment, Awaiting Information, Settled or Declined, with the date of each change and a note. Attach photographs and documents to the claim. Give the client updates automatically at each stage change so they are not ringing me for news. Add an AI agent that reviews open claims and flags anything sitting at one stage longer than normal, anything waiting on information from the client, and anything where the carrier has not responded within their stated timescale, and that drafts the chase for each. Automate three things: the client update on each stage change, a chase to the carrier when a claim exceeds a response window, and a scheduled weekly summary of open claims by value and age. Two logins: a handler who works their own claims, and an owner who sees all of them.

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STATUS · LIVE·UNIT · TASKADE.PROMPT·DNA · MEMORY · INTELLIGENCE · EXECUTION

v1·2026

01 / Spark — intelligence awakens