AI-POWERED ADMINISTRATIVE APP
Virtual Claim Process Flow Assistance Web App
Contents.io is a comprehensive web application designed specifically for independent public adjusters. It streamlines administrative tasks and documentation, allowing adjusters to manage more claims efficiently. With features like smart claim intake, automated scheduling, and digital document handling, Contents.io helps eliminate paperwork bottlenecks and maintains organized client communication.
Timeline
From discovery to initial project direction in 4 weeks while working with multiple projects at the same time
Background
Our client needs a more efficient way to give information, fill communication gaps, keep parties honest, and mitigate potential technical issues. Aimed to revolutionize main touchpoint in every aspect of the claims processes worldwide by introducing the world's first AI-powered administrative app for public adjusters.
This category details the step-by-step approach taken during the project, including research, planning, design, development, testing, and optimization phases.
Problem Discovery
Used various user interviews, journey maps and empathy maps to Identify that public adjusters lose significant time to administrative tasks. Recognized that juggling paperwork limits the number of claims they can handle. Understood that inconsistent claim timelines create revenue stream challenges.
User Research & Needs Analysis
Focused on independent public adjusters as primary users and Identified key pain points:
Time split between admin and actual adjusting work, Need for better claim organization, Communication bottlenecks, and Document management challenges.
Solution Development
Developed key feature areas to address core needs:
Virtual Claim Intake:
Enabling clients to complete paperwork remotely with speech-to-text options
Smart Scheduling:
Creating flexible appointment booking with Calendly-style functionality
Digital Documentation:
Implementing electronic signatures and automated correspondence
Mobile-First Design:
Ensuring accessibility across all devices
User Experience Considerations
Prioritized ease of use with features like: Voice-to-text for easier data entry, Template-based correspondence, Organized claim data visualization, and Flexible scheduling options.
Goals and Processes
Over all driving factors for users to want to use this product, what about Contents.io is going to make a giant impact on our user base.
Discovery Exercises
Mind maps, diagrams, empathy maps and more detailing the needs of a public adjuster when communicating with clients.
Site Maps
Overall flow of website and pages planned.
Virtual Forms
Organizing information for form iterations
Contents.io streamlines public adjusting by digitalizing administrative tasks, enabling adjusters to manage more claims efficiently while maintaining quality service.
Virtual Claim Intake
The digital intake system allows clients to complete all necessary paperwork through their smartphones, featuring intuitive text-to-speech capabilities for effortless data entry. Through Plaud.ai integration, the system can transcribe notes while organizing all intake data into a clear, reviewable format that simplifies the claim initiation process.
Callback Management
The system provides adjusters with immediate access to comprehensive intake data during client communications, presenting information in an easily digestible format for efficient claim review. By incorporating Calendly-style scheduling functionality, the platform streamlines inspection appointments, offering flexible scheduling options within a two-week window from initial intake.
Site Inspection Coordination
The platform offers dual scheduling approaches to maximize efficiency for both clients and adjusters. Clients can suggest preferred dates and times within a two-week window, or adjusters can propose times based on geographical efficiency when multiple claims exist in similar areas. This flexibility optimizes travel time and increases daily inspection capacity.
Digital Documentation
The documentation system enables seamless electronic signature capture for all essential documents, allowing clients to sign via smartphone or computer from any location. It automates the delivery of Letters of Representation (LOR) and contracts while maintaining consistent communication through pre-built email templates for both client and insurance correspondence.
Here, the outcomes and achievements of the project are highlighted, including user feedback, adoption rates, and industry recognition.
Increased Efficiency
Users report significant time savings and improved productivity through optimized scheduling recommendations.
Positive User Feedback
High user satisfaction ratings and positive reviews highlight the app's intuitive interface and powerful AI capabilities.
Growing User Base
The app quickly gained traction among individuals and businesses worldwide, with a steady increase in user adoption and engagement.