Claims queue

CLM-66662

Shirley Patel· +14087849594·SYM-PA-7714(PAP)·Adjuster Maria Lopez

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Every AI action requires approval
VerificationOtherPolicySYM-PA-7714In force · verified Jul 10
  1. Intake
  2. Verify
  3. Assess
  4. Resolve
  5. Closed
Claim summary· updated Jul 10

Claim reported on 2026-07-10 for loss on 2026-07-09 at 847 Maplewood Lane, Arlington, VA. Policy SYM-PA-7714 verified active with all seven base coverages in force on loss date; one exposure opened with $0 reserves and $0 paid. Upload link pending adjuster approval to collect supporting documentation from insured.

1 action needs 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 (1)

Approval neededcheckpoint · autopilot_off

Set reserves

Rationale: Phase 1 preliminary reserve on the Collision exposure based on intake facts (drivable single-vehicle collision into retaining wall), pending body shop estimate.

Activity (6)

pending_approval

Set reserves

Phase 1 preliminary reserve on the Collision exposure based on intake facts (drivable single-vehicle collision into retaining wall), pending body shop estimate.

7/10/2026, 7:51:23 PM· Symphony Agent
failed

Send upload link

Shirley asked to switch to SMS; sending an upload link is the easiest way for her to send the 4-corners + 3-close-ups + plate + VIN photo set from her phone.

7/10/2026, 7:50:31 PM· Symphony Agent
completed

Open exposures

Policy verified in force; opening Collision exposure for the insured's own vehicle damage (single-vehicle loss, no injuries, no third party, no comp-cause facts).

7/10/2026, 7:49:13 PM· Symphony Agent
completed

Email to Shirley Patel: Claim CLM-66662 — Photos of your Honda CR-V (demo-routed)

Intake agent promised Shirley a photo-request email; sending the standard 4-corners + 3-close-ups + plate + VIN ask now while policy verification sits in the adjuster's approval queue.

Hi Shirley — quick follow-up from our call earlier. When you have a moment, could you send over a few photos of your 2022 Honda CR-V so we can get the file moving? We're looking for: 1. Four phot…

7/10/2026, 7:39:02 PM· Symphony Agent
completed

Confirm policy in force at loss

First step on a fresh claim — confirm the policy was in force at the July 9, 2026 date of loss before opening any exposures.

7/10/2026, 7:37:09 PM· Symphony Agent
completed

Sending templated letter: acknowledgment_letter → Shirley Patel (demo-routed)

Automation: Send acknowledgment letter on claim creation

7/10/2026, 7:37:04 PM· Automation

Claim Data

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

Reserves

$0

Paid

$0

Recovered

$0

Days open

3

Phase

Intake

Status

Open

Exposures

1 open · 1 total

At a glance

Claim #
CLM-66662
Cause of loss
Other
Date of loss
Jul 9, 2026
Reported
Jul 10, 2026
Loss location
847 Maplewood Lane Arlington, VA 22203
Jurisdiction
VA
Policy
SYM-PA-7714
Form
PAP
Insured
Shirley Patel
Adjuster
Maria Lopez
Inspector
Not assigned
Policy verified
✓ In force
Inspection
Not started

Policy in force at loss

Verified

Policy SYM-PA-7714 was active and in full force on loss date 2026-07-09, with all seven base coverages (Collision, Comprehensive, Rental, BI, PD, Medical Payments, and Uninsured/Underinsured Motorist) effective and applicable to the covered 2022 Honda CR-V.

Verified Jul 10 · Symphony Agent

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.

Shirley Patel

+14087849594 · shirley.patel@example.comPrefers email

Email·Symphony · SystemJul 10, 7:37 PM

Acknowledgment of your claim CLM-66662

Dear Shirley, Thank you for reporting your recent loss. This letter confirms that we have received your claim (CLM-66662) and opened it for handling under your policy. A claims professional will be in contact with you shortly to discuss next steps. Please reference your claim number, CLM-66662, in any correspondence. The acknowledgment letter is attached to this email as a PDF. Sincerely, The Symphony Claims Team

Voice·Shirley PatelJul 10, 7:38 PM

Voice call · 231s

Transcript
Agent: Thanks for calling Symphony. This is Jordan — how can I help?
Caller: Hey. Um, I wanted to file a claim I got into a little bit of an accident. 
Agent: Of course — can you tell me what happened?
Caller: Yeah. It's kinda embarrassing. I, um, I was just pulling into my driveway, but there were some guess, ice on the road. I don't know. But I I I kinda slipped and and hid my retaining wall 
Agent: Thank you for explaining that, and please don’t worry—these things happen. Just to make sure, is everyone okay?
Caller: Yeah. It was just me in the car. 
Agent: Understood, thank you for confirming. And just to confirm — who am I speaking with?
Caller: Shirley Patel. 
Agent: Thanks, Shirley. Can you confirm your policy number for me?
Caller: Yeah. It's s y m p a seventy seven fourteen. 
Agent: Thank you — let 
Caller: {"submission_id":"5f5b8169-d7a8-4f89-a9c7-331e968fad4f","submission_number":"SUB-55014","spoken_reference":"SUB-5 5 0 1 4","intake_status":"collecting"}
Agent: me get this loss reported.it, Shirley. Now, just to confirm — which vehicle are we talking about? Is it the one listed on your policy, or do you have more than one?
Caller: No. It it should be the one on my policy. It's the twenty twenty two Honda CR V. 
Agent: Great, I’ve got that — your 2022 Honda CR-V. I also have your email on file as shirley.patel@example.com. Is that still the best address for follow-ups?
Caller: And you know what's crazy? I love this car. It was a gift, and I feel so feel so bad. 
Agent: I completely understand, Shirley. always tough when something happens to a car you care about, but we’ll help get things sorted out. Is that email address still the best way to reach you for follow-ups?
Caller: Yeah. Yeah. That's the right one. 
Agent: Thank you for confirming. When did this happen?
Caller: Was last night. I I can't remember exactly when. Maybe, like, ten, fifteen. 
Agent: Got it, so that would be last night, July 9th. Is your Honda still drivable, or does it need to be towed?
Caller: I mean, I I can drive it. I I pulled it I still pulled it into the driveway. It's still it's still with me. So I guess it's drivable. 
Agent: Understood, Shirley. Since this was 
Agent: just you and your retaining wall and no one else was involved, I’ll skip 
Caller: {"ok":true,"kind":"claim","reference_number":"CLM-66662","spoken_reference":"CLM-6 6 6 6 2","adjuster_name":"Maria Lopez"}
Agent: the police report question. 

One moment, I’m going to create the claim in our system for you.Okay — I've got everything I need. Your claim number is C L M dash six six six six two. 

If you have a minute, I'd love to get a few more details about the damage so the adjuster has everything they need before they call. Otherwise I can email you for the rest. What works for you?
Caller: I I'm just gonna head out if that's okay. Sorry. Did you say you're gonna email me or call me back? 
Agent: No problem at all, Shirley. I’ll send you a short email in the next few minutes asking for some photos of the damage—just a few shots of your Honda and the area that was hit. Once you reply with those, plus the body shop’s repair estimate when you have it, we’ll review everything and approve the repair path with the shop directly. An adjuster will be in touch within 24 to 48 hours if anything needs your attention. Your claim number for any reference is C L M dash six six six six two.

Anything else before you go?
Caller: I don't actually know what you mean about the body shop. I do I what do I do there? Do I need to do I have to fix it myself? Like, I didn't understand that. 
Agent: Great question, Shirley. You don’t have to fix it yourself or handle anything alone. Once you get a chance, you can choose any body shop you trust to look at your Honda and give you a repair estimate. If you don’t have a shop in mind, we can recommend one from our network. When you get that estimate—just a document or even a photo—email it back to us along with your 
Caller: Right. 
Agent: photos of the 
Caller: So I can I can go to my own shop? 
Caller: You said I can I can pick my own? 
Agent: Yes, absolutely — you can pick any body shop you prefer. 
Caller: Okay. Cool. That's that's great. Thanks. Alright. Bye. 
Caller: See you. 
Email·Symphony · Symphony AgentJul 10, 7:49 PM

Claim CLM-66662 — Photos of your Honda CR-V

Hi Shirley — quick follow-up from our call earlier. When you have a moment, could you send over a few photos of your 2022 Honda CR-V so we can get the file moving? We're looking for: 1. Four photos covering all four corners of the vehicle (front-left, front-right, rear-left, rear-right) — each with the whole car in frame. This gives us the overall condition. 2. Three close-ups of the damage itself, from slightly different angles. 3. One photo of the license plate. 4. One photo of the VIN (visible through the lower driver-side windshield, or on the driver-side door jamb). Once you've picked a body shop and have their repair estimate, just forward that to us too. Just reply to this email with the photos and they'll attach to your claim automatically. Thanks, Symphony Claims

Email·Shirley PatelJul 10, 7:50 PM

Re: Claim CLM-66662 — Photos of your Honda CR-V

actually do you mind texting me? i don't check email often. On Fri, Jul 10, 2026 at 12:49 PM <support@insure.getsymphony.co> wrote: > Hi Shirley — quick follow-up from our call earlier. > > When you have a moment, could you send over a few photos of your 2022 > Honda CR-V so we can get the file moving? We're looking for: > > 1. Four photos covering all four corners of the vehicle (front-left, > front-right, rear-left, rear-right) — each with the whole car in frame. > This gives us the overall condition. > 2. Three close-ups of the damage itself, from slightly different angles. > 3. One photo of the license plate. > 4. One photo of the VIN (visible through the lower driver-side windshield, > or on the driver-side door jamb). > > Once you've picked a body shop and have their repair estimate, just > forward that to us too. > > Just reply to this email with the photos and they'll attach to your claim > automatically. > > Thanks, > Symphony Claims >

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.

1 document

CLM-66662-acknowledgment.pdf

application/pdf · carrier letter

Open original

Parsing in progress or unsupported file type. Original file is available above.

Source Submission

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

phoneSUB-55014Converted
Reporter
Shirley Patel
Phone
+14087849594
Email
shirley.patel@example.com
Received
Jul 10, 2026, 7:35 PM
Converted
Jul 10, 2026, 7:36 PM
Open submissionIntake record