FlowApps / Claim report · brokers and insurers
A crash at midnight is the worst time for nobody to answer. Your client reports from their policy's link, the agent asks for what the insurer will ask for and your team opens the claim without chasing anyone.
11:40 pm · Diana opens the link in her policy email
Email · From: Andes Corredores
Your car policy is active
Hi Diana. If you have a claim, report it here any time. We'll ask for photos and the plate.
Report your claim
AI assistant · replies in seconds
11:40 pm, and she still gets an answer
0415 · claim
Urgent · 87
Diana P. · rear-ended at a light, no injuries. The car won't start. Sent 2 photos and the other car's plate.
Assigned to Marta
sample
the same agent that sells also helps after the sale
11:43 pm · Diana uploads the photos from the scene
1 · What it asks
Six questions about what happened, one at a time and calmly. The second one depends on what happened: after a crash it asks if anyone's hurt, after a theft it asks about the police report. At the end they leave their name, WhatsApp and email.
What the agent asksWhat your team gets
What happened?
A car accident
Was anyone hurt?
No, only damage
When did it happen?
Oct 27, 2026
Tell us what happened, in your own words
I got rear-ended at a light in Guayaquil. I'm fine, but the car won't start. The other car's plate is ABC-123.
Do you have your policy number handy?
Policy AUT-58213
Can you upload photos or documents?
2 photos of the damage
What's your name?
Diana P.
Which WhatsApp number should we message?
Their WhatsApp number
And your email?
Their email
works the same for car, home or medical costs
11:44 pm · it arrives marked urgent
2 · How it scores
Every report arrives with a score from 0 to 100, a summary and the reason behind each number: how serious it is, whether it came in on time, whether it has documents and whether it's clear what happened. 70 and up is Urgent, 40 and up Normal, the rest Simple. Nobody judges fault: the insurer decides that.
0415 · claim
Urgent · 87
Diana P. reported being rear-ended at a light in Guayaquil, minutes after it happened. Nobody hurt, but the car won't start.
Assigned to Marta
sample
every number comes with its reason
8:05 am · Marta calls Diana before anyone else
3 · Who gets it
The FlowApp comes with three rules written the way you'd explain them to your team, and you change them whenever you want. A late report or one with no documents drops in priority, but it's never discarded: your team asks for what's missing.
Priority rules · sample
Rated Urgent
Urgent priority
Urgent: call first
Answers "Not yet"
High priority
Theft with no police report
Leaves "Can you upload photos or documents?" blank and leaves "Do you have your policy number handy?" blank
Medium priority
No photos or policy number
And who handles it
Your workspace's distribution rules pick the person.
That night, Diana went to Marta.
9:20 am · Marta opens the claim with the insurer
4 · What lands on your Process Board
Every report becomes a card with the details, the photos and the score. Your team moves it as things move with the insurer, and you see where every claim stands without calling anyone.
Reported2
0415 · claim
Urgent · 87
Diana P. · A car accident
The car won't start. Brought photos, plate and policy.
Assigned to Marta
0421 · crash
Urgent · 87
Carla V. · A car accident
Her passenger hurt an arm. Sent 2 photos.
Assigned to Marta
Missing documents1
0417 · theft
Normal · 63
Jorge L. · Theft
Hasn't filed the police report yet. Felipe explains how.
Assigned to Felipe
With the insurer1
0410 · home
Normal · 64
Rosa E. · Damage to my home or business
The kitchen floor and a cabinet got wet. Sent 3 photos.
Assigned to Marta
sent ✓ Marta
Settled1
0388 · medical
Simple · 39
Luis F. · Medical expenses
Doctor's visit and tests. The insurer already paid him back.
Assigned to Felipe
settled ✓ Felipe
Marta moves it forward as soon as she talks to the insurer, and Diana doesn't have to tell the story again
Columns that come with the FlowApp: you change them · sample · Using HubSpot, Zoho or GoHighLevel? You can send every case there too
Friday, 5:00 pm · you check how your team handled the week
5 · What your numbers tell you
You see how many finish the report, where each one comes from and what people ask most. So you improve your emails and answer the usual questions before they're asked.
Conversations · last 30 days
86% finish the conversation
Where they come from
| Campaign | Cases | Finish |
|---|---|---|
| email · policy-welcome | 58 | 91% |
| whatsapp · claims-link | 34 | 79% |
| web · my-policy | 22 | 86% |
| No campaign (direct link) | 16 | 75% |
What people ask most · AI summary
Overall tone: nervous at the start, calmer by the end.
almost nobody drops off when they come from the policy email: put the link in the renewal too
Sample data · Analytics included in the Business plan
From 11:40 pm to 9:20 am · a crash that reached the insurer with everything
It comes with the questions, the scoring and the rules. Change whatever you want, try it yourself and put the link in your policy emails, your website or your WhatsApp.
Install this FlowApp