Insurance and lending template

Auto Claim Intake to Payout template

FNOL, adjuster, coverage check, inspection, estimate, fraud, payment. This template has 14 shapes: 2 decisions and 3 people and teams.

Free plan, no card. Opens in the Wavelength editor.

Auto Claim Intake to Payout process map template
The steps in this template
  1. First Notice of Loss Start
  2. Adjuster Person or team
  3. Assign Adjuster Step
  4. Coverage Check Step
  5. Coverage? Decision
    No: Deny Claim. Yes: Inspector
  6. Deny Claim Step
  7. Inspector Person or team
  8. Claim Closed End
  9. Inspect Vehicle Step
  10. Write Estimate Step
  11. Fraud Suspected? Decision
    Yes: SIU. No: Issue Payment
  12. SIU Person or team
  13. Issue Payment Step
  14. SIU Investigation Step
The conversation that built it

A customer reports a claim and the first notice of loss is recorded. An adjuster is assigned to the claim. The adjuster checks the policy for coverage. If there is no coverage, the claim is denied. If there is coverage, an inspector inspects the vehicle. The adjuster writes the estimate. If fraud is suspected, the claim goes to the special investigations unit. If no fraud, the payment is issued to the customer.

Wavelength drew this flow from the conversation above. Say your own version and it draws yours.

Who uses this template

Insurance and lending teams use it as a starting point. Claims and loan processes from intake to payout. See how insurance and lending teams use Wavelength.

Start from it

Open the template and the flow is on the canvas, laid out and ready to edit.

Change it by talking

Say what is different in your team. Wavelength adds, removes, and renames the shapes for you.

Send it

Share a link, or export to PNG, PDF, PowerPoint, draw.io, BPMN, or an SOP document.

Questions

Is the auto claim intake to payout template free?

Yes. Every Wavelength plan can open this template, the Free plan included. The Free plan saves up to 5 flows and needs no card.

Can I change the template to match my process?

Yes. Open it, then describe what is different in your team, by typing or by holding the mic. Wavelength edits the flow to match. You can also drag, rename, and delete shapes by hand.

What can I export the template to?

Exports include PNG, PDF, PowerPoint, draw.io and Lucidchart, BPMN 2.0, Mermaid, an SOP document, n8n, and a CSV of steps.

Open the auto claim intake to payout template

It opens in the editor, ready to change by talking.