Claim intake missing evidence
Needs review · Next 4 hours
OwnerRisk consultant
Prepared for Mark Grimmel · FASD 2026
A calmer operating day for Egis
Egis egis Insurance & Risk Advisors — specialist insurance, risk-management and loss-control for 800+ Florida special districts and charter schools; administers the Florida Insurance Alliance trust. This prototype shows how a focused operating queue could help Mark Grimmel's organization coordinate routine work with clearer ownership and human review.
Designed around service to district clients, risk teams, adjusters, and underwriters.
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01
Standardize claim intake and missing-evidence follow-upDesigned for district clients, risk teams, adjusters, and underwriters.
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02
Prepare renewal exposure checklists earlySuggested first pilot for Egis.
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03
Track loss-control recommendations to closureDesigned for district clients, risk teams, adjusters, and underwriters.
Today’s operating queue
Every request has a next step
Renewal exposure review
Ready to assign · By tomorrow
OwnerClaims coordinator
Loss-control action overdue
In progress · This week
OwnerCoverage reviewer
Client coverage question
Awaiting approval · Today
OwnerClient service lead
Workflow studio
See the handoffs before automating them
Choose a routine workflow, then advance the fictional demonstration through intake, human review, and a prepared output.
Interactive fictional example
Claim intake
- Capture event, coverage context, and available evidence for EgisUses approved or fictional inputs
- Check required facts and escalation triggersRequires named human review
- Create a complete adjuster-ready intakeUses approved or fictional inputs
Demo 1 uses fictional operational data and requires Risk consultant approval.
Interactive fictional example
Renewal exposure checklist
- Collect approved exposure and schedule records for EgisUses approved or fictional inputs
- Flag changes and missing confirmationsRequires named human review
- Produce a client-review renewal checklistUses approved or fictional inputs
Demo 2 uses fictional operational data and requires Claims coordinator approval.
Interactive fictional example
Loss-control follow-up
- Register an approved recommendation for EgisUses approved or fictional inputs
- Assign owner, evidence, and due dateRequires named human review
- Track verified closure and residual riskUses approved or fictional inputs
Demo 3 uses fictional operational data and requires Coverage reviewer approval.
Efficiency case
Small changes, measurable operations
Illustrative targets—not promises—to test against a real baseline.
Illustrative staff time returned
Estimate to validate during a pilot
Handoffs made visible
Owners and review gates shown in one queue
Target work visibility
Illustrative share of routine work with a current status
90-day pilot
Start narrow. Keep people accountable.
A low-risk path from process mapping to an evidence-based decision.
- 1
Days 1–30
Map and baseline
One claim category - 2
Days 31–60
Run with human review
Add one renewal checklist - 3
Days 61–90
Measure and decide
Measure missing evidence and overdue recommendations