What problem does it solve? First-contact claim calls often miss critical details, and every field skipped at intake adds weeks of delay later. This Skill guides an agent through capturing a complete, structured claim record on the very first contact. ## Core Features & Use Cases - Structured Capture Checklist: Records policy number, caller identity, incident date/time/place, narrative, damages, third parties, and authority reference numbers. - Probing Questions: Prompts for commonly forgotten details such as photographs, item condition, and other parties already notified. - Expectation Setting and Escalation: Defines what to say about next steps without commenting on coverage or settlement, and triggers immediate escalation for injury, fatality, suspected fraud, or claims near policy limits. - Use Case: A policyholder calls to report a car accident. The agent walks through the capture checklist, asks about photos and third parties, sets accurate next-step expectations, and flags the injury mentioned for specialist escalation. ## Quick Start Use the claim intake triage skill to take a first notification of loss from a caller reporting water damage to their home.
