Claim records
Structured claim information within the workspace.
Claims
Keep claims connected to the policy record.
Keep claim information connected to the policy, insured and operational history your team already manages.
Policy01
Claim02
Activities03
Documents04
Team05
The problem
Claims context is usually somewhere else.
- Claim details are tracked outside the system holding the policy
- Producers ask for updates the operations team has to chase
- Documents relating to a claim are spread across folders
- The relationship history behind the account isn't visible
The approach
Claims as connected operational records.
A claim references the policy and the insured, so the servicing history, documents and team activity around the account are all one click away.
Policy linkage
Every claim references the policy behind it.
Documents
Supporting files attached to the claim record.
Activities
Notes and interactions recorded as work progresses.
Assignment
Assign claims to the team member handling them.
Visibility
Open claims surface on the operational dashboard.
Workflow
How it moves through the platform
- Reported
- In review
- Documented
- Updated
- Closed
- Faster answers for producers and insureds
- Complete history alongside the policy
- No separate claims spreadsheet
- Operational visibility across open claims