Track active and historical insurance claims with status, documentation requirements, and follow-up actions.
Workflow
Query Paperless for documents tagged claim-submitted, claim-approved, or claim-denied
For each active claim: extract claim number, carrier, date of loss, amount claimed, current status, adjuster contact
Check for missing documentation (e.g., police reports, repair estimates, medical records)
Generate timeline of claim events and next required actions
Summarize historical claims for loss history context
Output Format
Active claims table + historical summary + action items list
Tool Dependencies
paperless.search_documents — claim documents
paperless.get_document — claim details and attachments
1---2name: claims-tracker3description: Claims Tracker4---5# Claims Tracker67## Purpose8Track active and historical insurance claims with status, documentation requirements, and follow-up actions.910## Workflow111. Query Paperless for documents tagged `claim-submitted`, `claim-approved`, or `claim-denied`122. For each active claim: extract claim number, carrier, date of loss, amount claimed, current status, adjuster contact133. Check for missing documentation (e.g., police reports, repair estimates, medical records)144. Generate timeline of claim events and next required actions155. Summarize historical claims for loss history context1617## Output Format18Active claims table + historical summary + action items list1920## Tool Dependencies21- `paperless.search_documents` — claim documents22- `paperless.get_document` — claim details and attachments
Run npx skillmds@latest add hvkshetry/claims-tracker in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.
Claims Tracker It is listed under Coding & Dev Tools on SkillMD.
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hvkshetry (@hvkshetry) published this skill. Their other Agent Skills are listed on their SkillMD profile.
hvkshetry