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Illustrative workflow

Organizing Documentation for Review

The system classifies the provided evidence, flags missing information, and prepares a draft narrative. A qualified reviewer checks the draft before it is used. The output supports documentation work; it does not determine coverage.

Starting event

An estimator provides inspection notes and photographs for an insurance claim.

How the workflow moves

  1. 1
    System

    Receives inspection notes and photographs from the estimator.

  2. 2
    System

    Classifies the evidence by category.

  3. 3
    System

    Flags missing information and conflicting dimensions.

  4. 4
    System

    Prepares a structured draft narrative.

  5. 5
    Estimator

    Reviews and approves the draft before it is used.

Exception branch

If required information is missing, the system flags the gap and requests the specific items needed. The draft is not finalized until the gaps are resolved.

Sample output

Draft narrative: 'Roof: asphalt shingle. Damage: wind-lifted shingles, north slope. Photos: 12. Missing: underlayment photo. Status: Draft, awaiting review.'

Illustrative sample. No real customer data or achieved metric.

Measurement definitions

Preparation effort

Time from evidence receipt to draft completion.

Required-document completeness

Claims with all required fields present before review.

Reviewer corrections

Changes made by the qualified reviewer before approval.

Approval completion

Drafts that received qualified review and approval.

Questions about this workflow

  • No. The output supports documentation work. It does not determine coverage, create evidence, or negotiate claims.

Apply this to your business

A strategy session identifies whether this workflow fits your operation and what to build first.

30 minutes. For roofing owners and operating leaders.