For claim managers
A claim manager does not work one file. You answer for all of them: which ones nobody has touched, who is carrying too many, and whether a claim moved forward because the work was done or because someone clicked a stage. CRM For Claims puts those answers on the claims list, the Tasks page and each claim’s own history.
The short version
A claim manager needs three things from a claims CRM: a list that shows which files have gone quiet without opening each one, a way to see and move one person’s workload, and a history on every claim that says who did what and when. Everything below is a screen that already exists in CRM For Claims, not a report someone has to build.
| The question | Where the answer is |
|---|---|
| Which claims has nobody looked at lately? | The claims list turns a row red once you have not opened that claim for a number of days you choose. One filter, "Show only those who require attention", hides everything else. |
| What is on my own desk today? | The claims list filter "Projects with active tasks for ME", and the company Tasks page filtered to due today, overdue or high priority. |
| What is one rep carrying? | The claims list filter "Show user's projects" for their files, and the Tasks page filtered by person for their open work. |
| Who moved this claim, and when? | The claim's Records screen: every stage entry and exit, task, file and change, stamped to the minute with a name, filterable by person. |
| What reached a stage this month? | The Projects Categories Report: pick a stage and two dates, get every claim that entered it in the range. |
| How many contracts did the team sign? | Sales Dpt. Performance: signed contracts for the period, split by Primary Representative, lead source and type of loss. |
Stalled claims
Every time you open a claim, the CRM records that you opened it. When the number of days set on your user record passes without you opening it again, the row turns red on your claims list. The number is set per person, from 1 to 29 days or Never, and it is 7 for a new user. A manager who reviews files weekly and a rep who should touch theirs every two days can have different clocks.
The same list filters by any of your stages, by Active, by Favorites, by one user’s projects and by a date range, and the filtered result prints with Print Selected Filter. The stages are the ones your office writes, as described in how the claims pipeline is set up.
Workload
The company Tasks page shows the work across every claim, filtered by due today, high priority, overdue or with notes, by person and by period. That is how you see one rep’s pile without opening their claims one at a time.
When you change who represents a claim, the CRM lists the outgoing person’s unfinished tasks on that claim, with due dates and anything overdue marked, and offers to move them to the new representative. Every task is ticked; untick one and it stays with its current owner. Completed tasks are never moved. If more than one person takes the role, you pick who receives the tasks.
Tasks created by a stage can be assigned to a role instead of a named person, so the next one lands on whoever holds that role today. When someone leaves, you change the role, not every stage. How that works is on automations and tasks.
The wider question of what happens to a file when someone leaves mid-job is covered in reassigning a claim when someone leaves, and the question of who owns a claim once the contract is signed in who owns the claim after signing.
Control
A stage on a board only tells you where somebody put the claim. Three settings on each stage make it tell you where the claim really is, and they are checked on the server rather than hidden in the interface.
Access to screens and reports is set the same way, person by person. The detail is on roles and permissions.
History
When a homeowner says nobody called, or a carrier says a document never arrived, the answer is on the claim’s Records screen. It is one timeline in eight categories, among them Stages, Tasks, Files, Project Changes and Finance. Each row carries the date and time to the minute and the name of the person responsible, or System when the action was automatic. A stage writes a row when the claim enters it and another when it leaves, and a file row names the folder it went into.
Filter the timeline to one person and you see everything that person did on the claim. That is the review a manager actually needs after a complaint, and it takes one filter rather than an afternoon of asking around.
Numbers
The KPI page reads the same claims, invoices and expenses the team enters, so there is no separate spreadsheet to reconcile. Three reports do most of a manager’s work:
Each report is granted to people one by one, so a claim manager can have the pipeline reports without the balance sheets. The full list is on reporting and KPIs.
Honest limits
For the rest of the product, see the features overview.
FAQ
Straight answers about who we serve, what we automate, and how to get started.
The claims list turns a row red when you have not opened that claim for a number of days set on your user record, from 1 to 29 or Never, 7 by default. The filter "Show only those who require attention" then shows only the red claims.
It is not. When your access shows every claim in the company, a claim only turns red for you if you are on its project team or have an open task on it. Claims in a closing stage such as Completed / Closed or Cancelled never turn red.
Yes. The claims list has a "Show user's projects" filter, and the company Tasks page filters open work by person, by period, and by due today, overdue, high priority or with notes.
The CRM lists the outgoing person's unfinished tasks on that claim and offers to move them to the new representative. All are ticked; anything you untick stays with its current owner. Completed tasks are never moved.
Yes. A stage can refuse a claim that still has incomplete tasks, can be limited to named users, and can be marked exclusive so contradictory stages cannot be held together. The rules are checked on the server.
Each claim has a Records screen: a timeline of stages, tasks, files, project changes and finance, with the date, the time to the minute and the name of the person or System. You can filter it to one person.
