Illustrative workflow
Organizing Documentation for Review
Starting event
An estimator provides inspection notes and photographs for an insurance claim.
How the workflow moves
- 1System
Receives inspection notes and photographs from the estimator.
- 2System
Classifies the evidence by category.
- 3System
Flags missing information and conflicting dimensions.
- 4System
Prepares a structured draft narrative.
- 5Estimator
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.