Demos

Demo with made-up data. The tool below really runs: pick a fake insurer email and watch it pull out the claim, set a reminder, and draft the follow-up. It’s not in a shop yet and it’s not client work. You’ll need the passcode I give you.

Insurance claim follow-ups

The problem

Estimates and supplements go to the insurer, then sit. Nobody tracks which ones are waiting, and the follow-up call gets forgotten.

What it does

Paste the insurer's email or upload the estimate PDF. You get a tracker row, a calendar reminder 3 business days out, and a polite follow-up email to the adjuster, drafted. You check it, edit anything wrong, and hit send yourself.

  • Tracker row
  • Calendar reminder (.ics)
  • Email draft

Demo with made-up data

1. Pick a sample insurer email

Want one of these for your shop?