Clear reporting for high-pressure claim environments.
Large losses and catastrophe events require disciplined communication, fast organization of documents, consistent status updates, and coordination across field resources, experts, contractors, and claim handlers.
Theo helps bring structure to these files by tracking assignments, open issues, expert involvement, report timing, estimate status, and next actions.
Large Loss Files
High-exposure files need organized fact summaries, expert coordination, estimate status, document control, and clear open issue reporting.
CAT Response
CAT environments need repeatable intake, assignment tracking, production reporting, field coordination, and rapid escalation of problem files.
Triage Model
Intake
Capture claim data, loss facts, requested service, location, contacts, deadlines, and carrier instructions.
Prioritize
Flag high-exposure claims, access issues, business interruption concerns, litigation sensitivity, or urgent expert needs.
Coordinate
Track field assignments, expert involvement, estimates, documents, report due dates, and open communication items.
Report
Deliver status updates that show what has been completed, what is pending, and what needs escalation.
Common Support Areas
- Large loss summary and exposure documentation support
- CAT assignment tracking and surge consulting
- Daily or periodic status reporting
- Field and expert resource coordination
- Rapid estimate and document review
- Open item, diary, and escalation tracking
Status Reporting Fields
| Field | Purpose |
|---|---|
| Assignment status | Shows whether intake, inspection, expert review, estimate review, or reporting is pending or complete. |
| Open issue | Identifies the technical, documentation, access, estimate, or communication issue slowing the file. |
| Next action | Clarifies who needs to do what next and whether escalation is needed. |
| Report timing | Tracks due dates, expected delivery, report review status, and carrier submission status. |
Deliverables
Large Loss Summary
Organized file summary covering loss facts, status, documented damage, experts, estimates, and pending issues.
CAT Status Report
Production-focused tracking of assignments, inspections, reports, open documents, and escalation items.
Issue Tracker
Clear list of high-exposure issues, technical questions, missing information, and next actions.