Automated Claims and Compensation Requests Management
Sabio CX enables policyholders, intermediaries, or providers to initiate claims and compensation requests immediately through channels such as WhatsApp, Web Chat, or Email. The solution authenticates the user, collects the necessary data, provides guidance on required documents, and logs the case with complete traceability.
Sabio CX automates the initial process, provides follow-up, and reduces human intervention in repetitive tasks, improving response times, compliance, and user experience.
Common Situation in Insurance Companies
In many insurance companies, the claims and compensation processes are slow, confusing, and highly manual. Users must fill out forms, send emails, call customer service lines, and wait days for updates.
This leads to frustration, documentation errors, and high operational costs for the companies.
How Does Sabio CX Solve This?
Sabio CX automates the initiation and follow-up of claims:
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Allows claims to be initiated from any enabled channel (WhatsApp, Web Chat, Email).
Identifies and authenticates the user.
Enhanced Operational Efficiency: Reduction of data processing time from one month to just one day.
Requests relevant information (type of incident, policy number, date of the event).
Informs the user about the required documents and allows uploads.
Logs the case with full traceability in its case management module.
Enables the user to check the status of the claim at any time.
Automatically escalates to human staff if additional validation is needed.
Key Benefits
Reduction in claims filing times — from days to minutes.
Improved policyholder satisfaction and SLA compliance.
Automated follow-up for both users and the company.
Complete and traceable documentation from the first contact.
Lower administrative burden for service teams.
Process in Action
The policyholder starts a conversation on WhatsApp: "I had an accident. What do I need to do to file a claim?"
It requests the required documents and allows the user to upload them.
It asks for the type of incident, date, and location.
It sends updates about the process through the same channel.
It registers the case in the system and provides a tracking number.
Sabio CX authenticates their identity.
