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Streamline Your Claims
Management Process
Our comprehensive CRM solution helps insurance companies process claims faster,
reduce errors, and improve customer satisfaction.
Our comprehensive CRM solution helps insurance companies process claims faster,
reduce errors, and improve customer satisfaction.
Discover how our CRM for Claims solution can transform your claims
management process
Get a complete overview of all claims with our intuitive dashboard that provides real-time insights and analytics.
Streamline your claims process with customizable workflows that automate routine tasks and reduce processing time.
Provide your customers with a self-service portal where they can submit claims, track progress, and communicate with agents.
Stay informed with automated alerts and notifications for claim status changes, pending tasks, and important deadlines.
Generate comprehensive reports and analytics to identify trends, measure performance, and make data-driven decisions.
Identify potentially fraudulent claims with our advanced AI-powered detection system that flags suspicious patterns.
Our CRM handles everything from creating tasks and assigning them to your team to automatically moving projects through custom workflows based on actions taken—like document signing or payment received.
Send and receive text messages and emails directly from the system. Every conversation is logged under the customer or project, so nothing falls through the cracks.
Easily create and send professional invoices. Let customers pay online, and see payments tracked and linked to the right project.
Join thousands of claims professionals who have streamlined their workflow and increased their productivity with our CRM.
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Send contracts, estimates, and insurance docs for signature in just a few clicks. Once signed, they're auto-saved in the project and trigger the next step in your workflow.
See project progress, client info, attached files, communication, invoices, and history—all in one place. You’ll never lose track of anything again.
Your data is encrypted, backed up, and available from any device. Whether you're in the office or on the roof, everything's accessible and safe.
We built this CRM with real roofing and claim companies in mind. That's why every feature is tailored to your workflow, your documents, and your success.
Contact us today to schedule a demo or learn more about our CRM for Claims solution
Our simple four-step process makes claims management efficient and hassle-free
Customers or agents submit claims through our user-friendly interface with all necessary documentation.
Our system automatically validates the claim data and assigns it to the appropriate department.
Claims adjusters review, process, and approve claims with the help of our intelligent workflow system.
Once approved, payments are processed and all parties are automatically notified of the resolution.
Complete the form and we’ll get in touch shortly to schedule your live demo. No pressure, no commitment.
