Intake and qualification
Requests, missing documents, extraction and routing to the right owner.
Sector · Insurance
A faster file must still be verifiable.
A claim arrives, a document is missing, a status changes, a partner is waiting. Velok makes these steps visible and only automates what can be automated without shifting responsibility.
FranceDocumented frameworkYour tools and accounts
Workflows to examine first
Case follow-up
Reminders, status changes, exceptions and dependencies between partners.
Human control
Decisions that require approval, expertise or justification.
Records and reporting
What was received, proposed, approved, changed and passed on.
What to check before automating
Where the file is waiting, which document is missing, who needs to decide and which action must remain assigned to a person. Automation follows these answers.