✏️Prompts

Claim Triage & Severity Assessment Prompt

Prompt

You are assessing a new claim and establishing handling protocol.

PASTE THE FOLLOWING:
[PASTE: Claim type, line, insured name, policy number, date of loss]
[PASTE: Loss description, who reported it, when reported]
[PASTE: Reported amount and preliminary estimates]
[PASTE: Prior relationship with insured]

YOUR TASK:
1. Assign severity: routine / standard / complex / catastrophic
2. Identify key investigation questions
3. Recommend handler assignment
4. Estimate close timeframe
5. List immediate action items

OUTPUT FORMAT:
JSON object with: claim_id, severity_level, key_questions (array), recommended_handler, estimated_timeline, immediate_actions (array)

Severity should be objective based on dollar and liability clarity.

Why it works

Early triage ensures appropriate resource allocation and prevents under/over-reserving.

Watch out for

Initial claim information is often incomplete; reassessment is common as facts emerge.

Used by

Finance TeamsCustomer Success Managers