Claims Tracker

Query Paperless for insurance claim documents and extract claim details.

15|7|Updated Aug 6, 2025
One-click install
npx skills add https://github.com/hvkshetry/StewardOS --skill claims-tracker
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: Claims Tracker
Source: https://github.com/hvkshetry/StewardOS/tree/main/skills/personas/insurance-advisor/claims-tracker
Command: npx skills add https://github.com/hvkshetry/StewardOS --skill claims-tracker

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps users manage and monitor insurance claims, ensuring all necessary documentation is in place and follow-up actions are taken promptly.

Core Features & Use Cases

  • Active Claim Monitoring: Tracks ongoing claims, including status, required documents, and next steps.
  • Historical Claim Review: Provides a summary of past claims for context.
  • Documentation Management: Identifies missing documents for active claims.
  • Use Case: A user can quickly see the status of a recent car accident claim, identify if the police report is still needed, and know the adjuster's contact information.

Quick Start

Query Paperless for documents tagged claim-submitted and list all active claims.

Frequently Asked Questions about Claims Tracker

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track insurance claims status and missing documentation?

You can track insurance claims status by querying Paperless for documents tagged claim-submitted. The system extracts claim numbers, carrier details, and loss dates, while identifying missing documentation and generating a timeline of required actions.

Can I retrieve adjuster contact information for active insurance claims?

Yes, retrieving adjuster contact information for active insurance claims is a core feature. The system queries Paperless documents to extract adjuster details alongside claim numbers, carrier data, amounts claimed, and current status.

How does historical claims review work for loss history context?

Historical claims review works by summarizing past insurance claims extracted from Paperless documents. This provides loss history context by compiling previous claim details, helping users understand patterns and background before processing new submissions.

What's the best way to manage paperless insurance claim documents?

The best way to manage paperless insurance claim documents is using automated tracking that queries tagged files. This monitors ongoing claims, identifies required documents like police reports, and flags missing items needed for active submissions.

Do I need Paperless to monitor active insurance claims?

Yes, you need Paperless to monitor active insurance claims because the system queries this platform for documents tagged claim-submitted. It relies on Paperless to extract claim details, identify missing documentation, and generate event timelines.