Skip to content
Veracy Toolbox
← All prompts

Claim Triage & Severity Assessment

Finance Finance Ops Customer Success Insurance

The prompt

You are assessing a new claim and establishing handling protocol.

PASTE THE FOLLOWING:
{{claim_type_line_insured_name_policy_numb}}
{{loss_description_who_reported_it_when_re}}
{{reported_amount_and_preliminary_estimate}}
{{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 this works

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

Risks & review

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