Subrogation opportunity review
Potential recoveries are missed when incident facts and third-party relationships are scattered across claim notes.
The challenge behind the workflow.
Potential recoveries are missed when incident facts and third-party relationships are scattered across claim notes.
Bring exposure, policy, claims, repair, and financial data into a common working context. Help underwriters, claims teams, and catastrophe analysts investigate exceptions without losing the history behind a decision.
Data to bring together
- Incident facts
- Claim payments
- Third-party correspondence
Source systems are examples of the data required. Confirm connector availability, permitted access, refresh timing, and the authoritative owner before implementation.
How Genedata supports the work.
Configure one connected workflow, then reuse its mappings, definitions, and review process as the business grows.
- 01
Connect and prepare
Link payments and documented third-party involvement to the underlying claim.
Build the preparation as a reusable visual workflow or reviewed code, with explicit source mappings and validation checks. - 02
Investigate and validate
Assemble cases meeting agreed review criteria and identify missing evidence.
Keep shared definitions and source versions with the analysis so another team can reproduce the result. - 03
Publish and review
Deliver a recovery review queue with a consistent evidence checklist.
Make the output available to the right people with appropriate access, ownership, and review evidence.
A recovery review queue
Make the next run easier.
A reusable evidence view reduces time searching notes for recovery context.
Start from one approved example. Save the agreed mappings and definitions, publish the reviewed output, and let the next team follow the same evidence instead of rebuilding the preparation.
Measure your own improvement
Time to prepare a potential recovery case
Record a baseline before the pilot and compare like-for-like work afterward. Results depend on source quality, configuration, and adoption.Review and responsibility
Legal and claims specialists assess rights and authorize recovery action.
AI with professional judgment.
Use AI to summarize documents and suggest investigation questions. Coverage, pricing, fraud referrals, and claim payments require authorized review.
Try the workflow with your team.
Use representative, approved sample data. Agree the expected output and a review owner before extending the workflow to a live process.