Overview

Motor Claims is a workflow for motor own-damage accident claims intake, field extraction, document completeness checking, and registration eligibility determination so claims teams can register valid claims quickly and route exceptions for follow-up.

It supports early-stage motor claims handling — policyholder/claimant capture, incident and vehicle detail extraction, evidence validation, document completeness checks, and a clear registration decision — in one streamlined workflow.

What you get: a structured table of extracted motor claim fields you can review, edit, and export.

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To set up the workflow (creating sessions, uploading documents, running a workflow, and exporting), see Setting Up a Workflow for a comprehensive guide.

This page focuses on what’s specific to Motor Claims.

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When to use Motor Claims

Use this workflow when you need a consistent first-pass review of motor own-damage accident claims, including:

Step-by-step usage

  1. Navigate to Workflows > Template gallery and select Motor Claims.
  2. Upload claim intake documents (claim form, photos/videos, repair estimate, police report, proof of ownership, driver licence, towing receipt, etc.).
  3. (Optional) Upload policy schedule/certificate and any endorsements to support verification.
  4. Click Run to begin extraction and checks.
  5. Review extracted fields and edit anything that is incorrect.