Memory
Keeps every claim’s full history, in your tenant
Every call, email, fax, and document stays on one record per claim, so the agent picks up where it left off. When a new claim involves the same people, their history comes with it, like which office only takes fax.
Claims move in the follow-up
Nothing on a claim arrives on the first try. HR forgets. The body shop sends half the estimate. A claimant calls back three weeks later. Avallon remembers every touch, picks up where it left off, and keeps that history for the next claim.
One record per claim
- One timeline for agents and adjusters
- Shared by every agent on the claim
- Notes written back to your claim system
History that carries to the next claim
- Each contact’s channel and response time
- Each client’s handling rules
- Earlier claims for the same person, from your claim system
Follow-ups for weeks, on your rules
- New mail, calls, and status changes
- Your schedule, channels, and hours
- Stalls go to a person, not another loop
How teams use Memory
A missing document is requested, followed up, promised, and received. The agent tracks each step and closes the item when it arrives.
When a policyholder it has worked with reports another claim, the agent already knows who answers email and who only takes fax, and starts there.
When the claim is complete, the adjuster gets a cited summary, the full history, and any open questions in one place.
When a claimant calls three weeks later, the agent already knows their claim, what came in, and what’s still open.
When a new claim comes in, the agent looks up the claimant’s earlier claims in your system and notes them for the adjuster.
Works with
Compliance for the realities of claims
Avallon’s security program supports the privacy, healthcare, communications, and data protection requirements that shape claims operations.
Access security documentation, review controls, and submit questions through the Avallon Trust Center.
- SOC 2 Type II
- HIPAA
- GDPR
- CCPA
- TCPA
