Custom Claims Workflow Software
Custom Claims Software Built Around Your Workflow
Manage assignments, dispatch adjusters and appraisers, track claim progress, collect documents, communicate with customers, and automate repetitive work—all from one platform.
✓Your Workflow.Your Brand.Your Own Domain.
Built forIndependent AdjustersAppraisal CompaniesTPAsClaims Service Providers
MONDAY, SEPTEMBER 7
Claims Operations Dashboard
248ACTIVE
- New 32
- Inspection 64
- Review 47
- Pending 84
- Closing 21
AVG. CYCLE TIME6.8 days↓ 0.7 daysCLAIMS CLOSED86↑ 12 this month
Aug 10Aug 17Aug 24Sep 7
MCMichael CarterAppraiser · Dallas, TX12
SMSarah MillerAppraiser · Plano, TX8
DWDaniel WrightAdjuster · Austin, TX17
EREmily RossAdjuster · Houston, TX10
| Claim # | Client / Claimant | Location | Adjuster | Appraiser | Status | Last Update | Next Action |
|---|---|---|---|---|---|---|---|
| CLM-2026-1842Auto · Collision | Summit MutualJohn Peterson | Dallas, TX | Emily Ross | Michael Carter | Inspection | 12 min ago | Upload photos |
| CLM-2026-1839Property · Storm | Prairie ShieldOlivia Bennett | Tulsa, OK | Daniel Wright | Sarah Miller | In Review | 38 min ago | Approve report |
| CLM-2026-1835Auto · Theft | Liberty HarborMarcus Hill | Austin, TX | Jason Lee | — | Needs Dispatch | 1 hr ago | Assign appraiser |
One connected workflow from assignment to closureBuilt to fit your operation—not the other way aroundSecure access for every role and client
Complete Claim LifecycleOne workflow. Every handoff.
One workflow. Every handoff.
Nothing falls through the cracks.
Give every person the right next action—from the moment an assignment arrives through inspection, review, invoicing and closure.
Smart Appraiser Dispatch
Claim location → Nearby appraisers → Compare → Assign
Dispatchers see who is closest, available, qualified and carrying the right workload before making an assignment.
!Claim Location2400 Cedar Springs Rd
Dallas, TX 75201
Dallas, TX 75201
MC4.2 mi
SM7.8 mi
JW14.1 mi
AvailableBusyClaim
CLAIM #CLM-2026-1842Select an appraiser3 nearby
Michael CarterAuto Appraiser · Dallas area● Available12 active18 min travel
4.2milesSarah MillerAuto Appraiser · Plano area● Available8 active24 min travel
7.8milesJames WilsonProperty & Auto · Irving area● Busy17 active35 min travel
14.1milesASSIGNING TOMichael CarterEST. ARRIVAL18 minutes
Customer Communication
Keep Customers Updated Without Repetitive Follow-Ups
WhatsApp and SMS messages live directly inside the claim. Automate routine updates while keeping the complete conversation visible to your team.
- Automated status updates
- Appointment confirmations
- Inspection reminders
- Customer responses
- Message history saved against the claim
One Claim. One Complete Record.Every detail, document and decision
Every detail, document and decision
in one secure workspace.
INSURANCE CARRIERSummit Mutual InsurancePOLICY NUMBERSMI-8824-19003DATE OF LOSSSeptember 4, 2026LOSS TYPEAuto · CollisionCLAIMANTJohn PetersonCONTACT(214) 555-0148
AUTO
VEHICLE2024 Ford F-150 LariatVIN · 1FTFW1E85RFA18420DAMAGE AREAFront left quarterDrivable · YesASSIGNED ADJUSTER
EREmily RossSenior Auto Adjuster
ASSIGNED APPRAISER
MCMichael CarterInspection complete
INSPECTION DETAILSSep 8 · 10:30 AM
2400 Cedar Springs Rd, Dallas
- ▣18 inspection photos uploadedMichael Carter · 24 minutes ago
- ✓Inspection marked completeMichael Carter · 31 minutes ago
- ◉Customer notification deliveredAutomated workflow · 32 minutes ago
Role-Based Workflow
The right workspace for every person involved.
Each role sees the information and actions they need—without exposing what they do not.
Manage clients, users, assignments, billing and reports.
Full operational controlReview incoming assignments and dispatch the right appraiser.
Map + workload viewManage claim details, documentation, communication and reviews.
Complete claim workspaceReceive assignments, perform inspections, upload photos and submit reports.
Mobile-friendly portalReview performance, approve reports and monitor cycle times.
Oversight + approvalsSecurely view claim status, documents and reports.
Branded client portal Workflow AutomationStop Repeating the Same Work
Stop Repeating the Same Work
on Every Claim
Enter information once. Use it throughout the entire claim lifecycle.
Disconnected tools create disconnected work.
✉ Email▦ Excel☎ Phone Calls⌖ Manual Dispatch▣ Separate Documents↻ Repeated Data Entry◉ Customer Follow-Ups▤ Manual Reports
→
One Custom Claims Workflow
New Assignment→Auto Import→Smart Dispatch→Customer Updates→Inspection→Documentation→Report→Approval→Invoice→Closure
Truly Custom Software
Not Another Off-the-Shelf Claims Platform.
We build the software around the way your team already works.
Stop adapting your workflow to software.
Build software that adapts to your workflow.
✓ Custom workflow✓ Your company branding✓ Your own domain✓ Custom user roles✓ Custom claim forms✓ Custom reports✓ Existing system integrations✓ WhatsApp / SMS integration✓ Email automation✓ Document generation✓ Secure cloud access✓ Mobile-friendly appraiser portal
Business OutcomesBuilt for better claims operations.
Built for better claims operations.
Measured in everyday clarity.
Less Manual Work
Reduce repetitive entry and administrative tasks.
Faster Dispatch
Quickly identify and assign the right appraiser.
Better Visibility
Know exactly where every claim stands.
Better Customer Communication
Automated updates without constant phone calls and follow-ups.
Start With Your Actual WorkflowWhat Could We Automate in
What Could We Automate in
Your Claims Workflow?
Show us how your team currently handles a claim—from assignment to closure. We'll identify opportunities to simplify repetitive work and build the workflow around your operation.
No generic software demo. Let's talk about your actual workflow.