Why ClaimPigeon Exists
Claim intake doesn't fail because teams don't work hard — it fails because the process is unstructured. ClaimPigeon provides a system that brings clarity, consistency, and completeness to every claim from the start.
No structure for intake requirements
Without defined templates, each claim starts differently. Required documents vary by memory, forms are inconsistent, and there's no clear standard for what makes an intake complete.
No visibility into progress
Intake progress lives in spreadsheets, sticky notes, or team members' heads. There's no centralized view of what's complete, what's missing, or what needs attention.
Manual follow-ups and tracking
Teams spend hours identifying gaps and chasing missing documents. Follow-ups rely on manual tracking and memory rather than clear visibility into what's needed.
How ClaimPigeon Works
Templates define intake requirements upfront. Clients complete guided portals, and progress is tracked from start to finish.
1. Create Intake Templates
Define intake templates that specify required documents, intake forms (single or multi-form packets), provided documents, and workflows.
2. Clients Complete Guided Intake
Clients access a guided portal that walks them through required forms and document uploads, with progress indicators and next steps.
3. Progress Is Tracked
Intake progress and completeness are tracked. The workspace shows what's complete, what's missing, and what needs attention.
4. Workflows Trigger
Workflows trigger based on intake activity and completeness — sending reminders, updating status, or assigning tasks when conditions are met.
5. Start Claims with Structure
Every intake follows the same process. Your team knows what's complete, what's missing, and can start claims with clarity and confidence.
The Difference Is Night and Day
The difference: clarity replaces guessing, consistency replaces one-off processes, and visibility replaces chaos.
Before ClaimPigeon
- No structure — each intake starts differently, requirements vary by memory
- Guessing what's missing — no visibility into progress or completeness
- One-off processes — tracking in spreadsheets, sticky notes, or team members' heads
- Manual follow-ups — hours spent identifying gaps and chasing missing documents
After ClaimPigeon
- Templates — consistent intake requirements defined upfront
- Clear visibility — see what's complete, what's missing, what needs action
- Consistent process — every intake follows the same workflow
- Progress tracking — progress and completeness monitored
Structured Intake Features
ClaimPigeon provides structure, visibility, and automation to ensure every intake is complete, consistent, and predictable.
Claim Intake Workspace
Each intake has a dedicated workspace showing required documents, submitted files, intake forms, and completion status. Your team sees what's complete, what's missing, and what needs attention.
Template-Driven Intake
Define intake templates that specify required documents, intake forms (single or multi-form packets), provided documents, and workflows. Every intake follows the same process.
Guided Client Intake Portals
Clients access a guided portal that walks them through required forms and document uploads. Progress indicators show what's complete and what's next.
Workflow Automation
Workflows trigger based on intake activity and completeness — sending reminders when documents are missing, updating status when milestones are reached, or assigning tasks to team members.
Activity & Audit History
Every upload, form submission, workflow action, and status change is logged with timestamps. Your team has a complete audit trail of intake activity.
