Insurance

FNOL intake

Malleable turns the first notice of loss into a complete, source-backed claim packet, giving adjusters the context they need before the claim is opened.

Malleable Workflow
Turn each first notice of loss from email, forms, or call transcripts into a complete claim packet, with missing documents requested and adjuster escalations flagged.
Done. I built the workflow below with stages, handoffs, and integrations.
Start
Entry point to workflow
Entry Point
First notice of loss email, form, or call transcript

Capture Loss

Extract claimant, policy, date, loss type, location, severity, and attachments.

Gmail
Extracts claimant, policy, loss details, and attachments from email.

Verify Policy

Check policy status, coverage, deductible, endorsements, and authority.

Guidewire
Checks coverage, deductible, endorsements, and authority.

Complete Packet

Request missing docs and assemble claim-ready intake packet.

Zendesk
Requests missing documents and builds the ticket trail.

Adjuster Review

Ask adjuster to review high-severity, injury, fraud, or ambiguous coverage.

Slack
Sends high-risk claim details to the adjuster for review.

Open Claim

Create reviewed claim, attach packet, notify claimant, and log rationale.

Guidewire
Opens the claim with packet, notice, and rationale attached.
Waits
Handoff to resume workflow
Adjuster Review Review
Ask adjuster to review high-severity, injury, fraud, or ambiguous coverage.
Complete
Extracting loss details from the first notice...
How It Works
  1. 1Capture Loss: Extract claimant, policy, date, loss type, location, severity, and attachments.
  2. 2Verify Policy: Check policy status, coverage, deductible, endorsements, and authority.
  3. 3Complete Packet: Request missing docs and assemble claim-ready intake packet.
  4. 4Adjuster Review: Ask adjuster to review high-severity, injury, fraud, or ambiguous coverage.
  5. 5Open Claim: Create reviewed claim, attach packet, notify claimant, and log rationale.

Why This Works Better with Malleable

Start simple, improve over time

You just describe what you want to happen. The workflow integrates everything—no separate forms, brittle automations, or AI copilots to wire together. Iterate on your process without rebuilding.

No separate systems to integrate

The diagram you see is what executes. AI reasoning, data handling, and notifications all happen as part of the workflow—not as separate automations you need to configure.

Results

  • FNOL becomes complete claim packet
  • Missing documents are chased
  • Adjusters review with source-backed context

Integrations

GuidewireZendeskGmailSlack

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