Is adaptlive built for enterprise phone rooms?

No. adaptlive is built for small businesses and service teams that rely on phone calls, including contractors, property managers, auto shops, law firms, medical offices, and funeral homes.

Can adaptlive work with my current phone system?

Yes. Bridge mode lets a business forward calls from its current phone system to adaptlive while keeping familiar phones, numbers, and habits in place.

Can adaptlive provide phone service?

Yes. Complete mode includes the phone layer, SMS, direct team numbers, app calling, call recording, transcription, and follow-up workflows in adaptlive.

All work types

InsuranceCase

Insurance — First Notice of Loss (Homeowners / Property)

Inbound property FNOL. Captures cause of loss, habitability, and mitigation status to satisfy duty-to-mitigate documentation.

13field definitions

4surface rules

3guardrail signals

4wrap-up checks

When this runs

classifies this work type when the caller says things like:

“roof leak”

“tree fell”

“burst pipe”

“fire”

“smoke damage”

“burglary”

“stolen”

“vandalism”

“wind damage”

“hail damage”

“flooded”

How the call goes

4 surface rules tied to missing field definitions. Urgent first.

Ask whether the home is still habitable — drives ALE / temporary lodging coverage.

urgent

Field: Property still habitable

Get cause in one phrase — water, fire, wind, theft, vandalism. Drives coverage path.

urgent

Field: Cause of loss (water/fire/wind/theft)

Ask what they've done to prevent further damage (tarp, water extraction) — duty to mitigate.

important

Field: Mitigation started (tarp, water extraction)

Encourage photos of damage before further mitigation work.

normal

Field: Photos of damage available

Extracted without a dedicated prompt

extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.

Policyholder namePolicy numberCallback numberProperty addressDate of lossAny injuriesEmergency services calledPolice report for theft / vandalismOther applicable insurance

Guardrail signals

If staff says anything matching one of these examples, an urgent warning surface is created.

Confirm coverage or claim acceptance before adjuster review.

Tell the caller not to mitigate further damage.

Estimate claim value.

When the call ends

Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.

Wrap-up checklist

Confirm claim number
Confirm callback number
Advise save receipts
Explain adjuster contact timing

Then creates a case with:

Policyholder name
Policy number
Callback number
Property address
Date of loss
Cause of loss (water/fire/wind/theft)
Property still habitable
Any injuries
Mitigation started (tarp, water extraction)
Emergency services called
Photos of damage available
Police report for theft / vandalism
Other applicable insurance

Ready to put this work type to work?

Start your free trial and this work type is active on your first call. Customize it any time, or let it run as-is.

Insurance — First Notice of Loss (Auto)Insurance — Life Insurance Lead