Claims Intake Control Panel
High-level view of new referrals and intakes before they become full UBS claims.
New referrals today
0
From adjusters, TPAs, carriers & attorneys
Intakes in progress
0
Files not yet converted to full claim
Missing critical info
0
Requires follow-up before onboarding
Onboarded this month
0
Successfully handed off to claims team
Service Level Agreements (SLA)
View, create, and assign SLAs to individual losses.
| SLA Name | Target Response | Applies To |
|---|---|---|
| CAT – 4hr Triage | 4 hours | All CAT events |
| Large Loss – Day 1 Site Visit | 24 hours | > $500k |
| Priority Client – Weekly Touch | 7 days | Sunrise / Metro accounts |
Intelligent Document Uploader
Drop claim packets, estimates, and email PDFs here
- Auto-detects document type (decision letter, estimate, photo pack, email thread).
- Auto-tags to the correct loss and SLA, ready for intake review.
- Flags missing pieces before you submit to the carrier.
UBS AI Assistant – Intake Triage
"Build an intake checklist for a $1M+ flood loss in a hospital."
"Here's a 7‑step checklist based on your SLAs and facility type…"
"What documents should I request before the first site visit?"
"At minimum: prior reports, recent maintenance logs, loss photos, and policy declarations…"
Intake Pipeline
| Intake ID | Insured / Location | Source | Status | LOB | Est. Loss | Last Touch |
|---|
Selected Intake
Select an intake row above to see details.