Claims queue

CLM-28264

Sarah Mitchell· +13035554821·HO3-CO-004821(HO-3)

Autopilot
Every AI action requires approval
VerificationWater damagePolicyHO3-CO-004821In force at loss
  1. Intake
  2. Verify
  3. Assess
  4. Resolve
  5. Closed
Claim summary

Generating summary...

2 actions need your attention

Pending approvals. Review and approve in the action tracker below.

Action Tracker

Everything happening on this claim. Pending items rise to the top — approve, run, or cancel them. Completed items show whether the AI or a human handled them.

Pending approvals (2)

Approval neededcheckpoint · autopilot_off

Send email — Inspection request — CLM-28264 (water loss, Denver CO)

Rationale: Send inspector the claim details and ask for 2–3 availability windows so we can reconcile with the insured.

Approval neededcheckpoint · autopilot_off

Send SMS — Sarah Mitchell (Insured)

Rationale: Ask the insured for availability windows so we can reconcile with the inspector's options.

Activity (8)

pending_approval

Send SMS — Sarah Mitchell (Insured)

Ask the insured for availability windows so we can reconcile with the inspector's options.

9/3/2026, 4:33:44 PM· Symphony Agent
pending_approval

Send email — Inspection request — CLM-28264 (water loss, Denver CO)

Send inspector the claim details and ask for 2–3 availability windows so we can reconcile with the insured.

9/3/2026, 4:33:43 PM· Symphony Agent
completed

Set claim field "inspector_party_id"

Record the assigned inspector on the claim.

→ 33333333-0000-4000-8000-000000000001

9/3/2026, 4:33:42 PM· Symphony Agent
completed

Set claim field "inspection_status"

Mark inspection as requested now that we're reaching out to schedule.

→ requested

9/3/2026, 4:33:41 PM· Symphony Agent
completed

Add Acme Inspections, LLC as inspector

Attach the default inspector so we can coordinate the inspection for the burst-supply-line water loss.

9/3/2026, 4:33:40 PM· Symphony Agent
completed

Set reserves

Set opening reserves on both exposures based on burst-supply-line severity (mid-size, two rooms, still liveable) before scheduling inspection.

9/3/2026, 4:33:18 PM· Symphony Agent
completed

Open exposures

Burst supply line playbook: open Coverage A (dwelling — ceiling/drywall/flooring) and Coverage C (contents — furniture); no D since insured said the home is still liveable.

9/3/2026, 4:31:42 PM· Symphony Agent
failed

Confirm policy in force at loss

First step on a fresh claim — confirm the HO-3 policy was in force on the 2026-06-05 loss date before scoping coverage.

9/3/2026, 4:27:52 PM· Symphony Agent

Claim Data

Everything captured, extracted, or computed about this loss — organized so you can jump straight to what you need.

Reserves

$28,000

Paid

$0

Recovered

$0

Days open

9

Phase

Intake

Status

Open

Exposures

2 open · 2 total

At a glance

Claim #
CLM-28264
Cause of loss
Water Damage
Date of loss
Jun 5, 2026
Reported
Sep 3, 2026
Loss location
123 Aspen Lane Denver, CO 80202
Jurisdiction
CO
Policy
HO3-CO-004821
Form
HO-3
Insured
Sarah Mitchell
Adjuster
Unassigned
Inspector
Acme Inspections, LLC
Policy verified
✓ In force
Inspection
Requested

Policy in force at loss

Verified

Policy HO3-CO-004821 is in force; the loss date (June 5, 2026) falls within the active policy term (October 25, 2025–October 25, 2027) and all six base coverages including Dwelling and Personal Property are effective.

Communication Hub

Reach the insured, inspectors, mortgagees, or other parties. Pick a contact and channel — phone, SMS, or email. Every inbound and outbound message is logged here automatically.

Acme Inspections, LLC

+18005550199 · dispatch@acme-inspect.comPrefers email

No messages yet with Acme Inspections, LLC.

Sending from Symphony Email as you (human).

Documents

Photos, inspection reports, estimates, and other files. Extracted fields are linked back to their source pages — click a field to see where it came from.

No documents yet

Documents from inbound emails (inspection reports, estimates, receipts) will appear here once they arrive.

Source Submission

The intake record this claim was promoted from. Captured fields, the live transcript, and the original conversation thread live there.

manualSUB-DRVTEST-859472-2Converted
Reporter
Sarah Mitchell
Phone
+13035554821
Email
sarah.mitchell@email.com
Received
Sep 3, 2026, 4:27 PM
Converted
Sep 3, 2026, 4:27 PM
Open submissionIntake record