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