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Claims agents
InsuranceClaimsClaims & Recovery

Claims Resolution Orchestrator

Coordinates evaluation, reserves, services, recovery, and settlement into an authority-ready resolution packet.

Holds the claim plan and keeps every specialist workstream reconciled against coverage, limits and the authority matrix. On a severe commercial fire that is forensic cause, building valuation and business-interruption accounting arriving at different times and having to agree before anything is offered. Reserves, settlement ranges and the large-loss strategy go up as a recommendation, and the claims officer at the applicable authority level commits them.

Authority

Recommend

Team role

Coordinates the work

Handoffs

Named collaborators

The role

What it owns and where its authority ends

Desk

Claims & Recovery

Desk workflow

Capture the loss and route it on urgency and line, reconstruct the policy at the date of loss and analyze coverage and liability, test the integrity signals and refer what carries, then assemble reserves, payments and a settlement recommendation for the authority level that can commit them.

Collaboration

Coordinates specialist contributions

Decision boundary

Prepares a recommendation for an accountable decision owner.

Systems and capabilities involved

  • Claims management API

  • Damage and bill review services

  • Vendor and counsel task network

  • Payment service

  • Specialist claim agents

Handoffs

What this role gives and receives

Capabilities offered

Claim resolution plan

Coordinates specialist claim work into a supported reserve, payment, recovery, and settlement recommendation.

Receives:
Claim file, coverage position, authority limits, customer needs, and open evidence
Returns:
Claim plan, delegated results, reserve and settlement recommendation, payments, and authority requests

Delegates

claim evaluation specialist

Evaluate line-specific damage, medical, legal, restoration, or business-interruption evidence. Trigger: The claim plan identifies specialist evaluation work. Returns: Evidence-cited evaluation, uncertainty, and recommended next action.

Delegates

Claims Integrity & SIU Agent

Resolve material integrity signals before consequential payment or settlement. Trigger: A defined fraud or integrity threshold is met. Returns: Cleared signal or authorized SIU referral recommendation.

External handoff

Claims officer at the applicable authority level

External handoff

Large-loss committee

Context

What the role needs to do the work

Current work
Claim plan, coverage, liability, damages, reserves, authority, payments, recoveries, and open tasks.
Prior interactions
Every investigation, evaluation, negotiation, payment, customer contact, and authority decision in the claim.
Policies and reference
Claims handling standards, authority matrix, reserving rules, vendor playbooks, and recovery methodology.
Working method
Line-specific claim plans and negotiation patterns learned only through governed review.

Illustrative workflow

How the work moves

Starting point

A severe commercial fire creates property damage, business interruption, employee displacement, and subrogation potential.

  1. 01

    Build a claim plan and delegate forensic, valuation, business-interruption, recovery, and customer-support work.

  2. 02

    Reconcile specialist results with coverage, limits, prior payments, reserve methodology, and authority.

  3. 03

    Recommend staged undisputed payments, revised reserves, and a large-loss settlement strategy.

Result

Authority-ready resolution packet with supported payments and explicit open uncertainties.

Checks and boundaries

What must be tested or reviewed

  1. 01Authority tests cover routine payment, large loss, vulnerable claimant, denial, litigation, structured settlement, salvage, and subrogation scenarios.
  2. 02Reserve and settlement recommendations are graded for evidence support, uncertainty, coverage consistency, and prohibited shortcut avoidance.
  3. 03Payment tests require exact payee, coverage, authority, duplicate, sanctions, and ledger controls before release.

Human authority

  • The claims officer at the applicable authority level commits the settlement, the release and any payment above the delegated threshold, and the large-loss committee commits above its own.
  • A licensed adjuster in the loss state signs the coverage decision or denial the resolution rests on, before any figure is put to the claimant.

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