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Create Claim via Email Overview

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This content applies solely to Connected Claims, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

What the Create Claim via Email module does

The Create Claim via Email feature streamlines claims intake by enabling claims adjusters to create and manage claims directly from emails sent to designated inboxes. This eliminates the need to toggle between email clients and the claims management system, ensuring seamless communication and efficient processing.

Create Claim via Email uses Appian's native AI capabilities to extract claim data fields from the content of an ingested email during claim creation.

Key capabilities

This feature integrates email ingestion into Connected Claims, automatically categorizing emails and presenting them in a triage queue for processing. Key enhancements include:

  • Email ingestion: Automatically ingests Microsoft emails from configured inboxes every 10 minutes with manual sync capability.
  • Triage queue: Process emails with three action options: create new claim, link to existing claim, or delete email.
  • AI-powered extraction: Extract non-LOB specific claim data fields using AI based on email content.
  • Email correspondence: View complete email correspondence history within claim records.
  • Direct communication: Reply to email threads directly from claim records and initiate new email communications.
  • Attachment management: Automatically save email attachments to claims with document type mapping.

Benefits

  • Reduces manual work through direct email ingestion.
  • Ensures complete claim history by linking email threads to claim records.
  • Improves processing speed and accuracy with structured triage and automated field extraction.
  • Eliminates system switching between email clients and claims management.
  • Maintains communication continuity with centralized email correspondence.

How it works

  1. Email ingestion: Emails are automatically pulled from configured Microsoft inboxes.
  2. Triage processing: New emails appear in a queue for user action.
  3. Claim creation: Users can create claims directly from email content with AI assistance.
  4. Email linking: Emails can be linked to existing claims with attachment options.
  5. Correspondence management: Email threads are stored and accessible within claim records.

Get started

To begin using Create Claim via Email, see Installing Create Claim via Email Module.

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