Client engagement automation
IN A BIT Connect
Run structured client conversations over WhatsApp and email, without creating more follow-up work.
Explore ConnectAutomation for claims operations
Move claims information quickly, consistently and visibly.
Coordinate intake, correspondence, evidence, document generation and system updates in a controlled workflow that keeps handlers focused on judgement and customer support.
- One intake
- Structured data and evidence captured together
- 24/7
- Routine triage and processing windows
- Every action
- Logged for oversight and audit
Operational challenge
Claims slow down between systems and handoffs.
The opportunity is rarely one isolated task. It is the repeated handling between people, inboxes and systems that quietly absorbs capacity.
- First-notification details arriving in inconsistent emails, forms and attachments.
- Handlers rekeying the same claimant and incident data into several systems.
- Routine correspondence and evidence filing obscuring urgent or complex claims.
- Customers chased manually for missing information, declarations and signatures.
Connected workflow
How automation supports claims & insurance operations
One controlled flow can coordinate the repetitive steps while leaving decisions and exceptions with the right people.
STEP 1
Capture the claim
Guide the customer through structured intake and collect the required evidence from the start.
STEP 2
Triage and validate
Apply agreed rules, check required fields and route urgent or unusual claims to a handler.
STEP 3
Keep systems aligned
Create and update records across claims, CRM and document platforms without rekeying.
STEP 4
Communicate and complete
Send updates, request missing evidence and prepare documents for secure signature.
Operational outcomes
Designed to improve the working day, not just the process map.
Faster first action
Begin validation and routing as soon as structured claim information arrives.
Handler focus
Remove repeat updates and filing so specialists can spend time on decisions and customers.
Consistent service
Apply the same required-data checks, communication steps and escalation rules.
Operational visibility
See queue status, missing evidence and exceptions across the workflow.
Built for regulated work
Control remains visible at every step.
Automation runs inside defined boundaries, records its work and stops when human judgement is required.
Rules with boundaries
Automate defined tasks while reserving liability, coverage and settlement decisions for authorised people.
Exception-led handling
Send incomplete, unusual or high-risk cases to the appropriate specialist queue.
Traceable communication
Retain correspondence, evidence, system changes and signatures against the claim.
Recommended products
Start with one bottleneck. Connect the rest when it is useful.
Intelligent email operations
IN A BIT Mail
Process busy shared inboxes, file correspondence and capture attachment data automatically.
Explore MailRobotic process automation
IN A BIT Bot
Move information between the systems your people already use—without repetitive data entry.
Explore BotElectronic signatures
IN A BIT Sign
Send, track and complete legally binding documents with a full audit trail.
Explore SignWorks with
Microsoft 365SalesforceHubSpotSharePointClaims platformsDocument managementAny API-enabled system
Common questions
What claims & insurance teams ask us
A useful first conversation