ICRS/Large Loss Command Center

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LR

Opportunity Intelligence · Existing client with a new claim

Existing Client — New Claim (Mock)

Commercial — Warehouse · UT · Primary peril: Water

Score

77/100

Recommendation

Pursue

Preview as

Playbook is AI-generated and requires human approval before assignment or scheduling.

Day 1-3

6 action(s)

Action	Responsible	Priority	Module	Doc	Status
Confirm authority to communicate	Claim Manager	Critical	People & Contacts	—	Not started
Verify licensing for jurisdiction	Compliance	Critical	—	—	Not started
Obtain complete certified policy	Claim Manager	Critical	Policy Intelligence	Certified policy	Not started
Confirm date of loss and claim number with carrier	Claim Manager	High	—	—	Not started
Preserve photos, video, and evidence	Reality Capture	High	Reality Capture	—	Not started
Identify immediate deadlines (POL, statute)	Claim Manager	High	Deadlines	—	Not started

Week 1

3 action(s)

Action	Responsible	Priority	Module	Doc	Status
Schedule site inspection	Estimator	High	—	—	Not started
Order Matterport + drone	Reality Capture	High	Reality Capture	—	Not started
Begin Business Income interview	BI Consultant	High	Business Income	—	Not started

Week 2

2 action(s)

Action	Responsible	Priority	Module	Doc	Status
Complete initial scope	Estimator	High	Estimate	—	Not started
Validate code jurisdiction	Builder	Medium	Builder	—	Not started

Week 3

2 action(s)

Action	Responsible	Priority	Module	Doc	Status
Develop estimate strategy + BOE	Estimator	High	BOE	—	Not started
Prepare Proof-of-Loss information	Claim Manager	Critical	Package & Settlement	—	Not started

Week 4

2 action(s)

Action	Responsible	Priority	Module	Doc	Status
Prepare initial claim package	Claim Manager	High	Package & Settlement	—	Not started
Establish 30/60/90-day plan	Claim Manager	Medium	—	—	Not started