Our Features will run every part of your business
Relax. Claims.io is a complete claims management system.
Custom Claim Forms
Create an unlimited number of claim types in the system, each with its own set of custom fields that matches exactly how your business works. New fields can be added in seconds as your reporting requirements evolve.
Tasks and Reminders
Track all tasks relating to claims within the system so you never breach an SLA. You can also receive a daily digest email informing you of what needs to be done today, what is overdue and what is due in the next 7 days.
Access On Any Device
Search all claims in the system instantly with our search engine or build us saved views that filter the data based on specific segments that you want to view and track.
File Management
Upload and store all your related documents within a claim, including Word, PDF, images, Excel, Audio and Video.
Notes & Activities
Add notes to a claim to track the latest status of the claim. You can also see a full audit trail of what changed, who changed it and when for all activities.
Document Templates
Generate professional Microsoft Word and PDF documents with claim data using our Mail Merge features to reduce human error.
Email Templates
Create predefined email templates that can include claim and related party information to minimize email repetition.
Claim Lifecycle Management
Track all the stages of your claim lifecycle through our status system to ensure you never miss a step in the process.
Workflow Automation
Automate the parts of your business process, including the creation of tasks with SLA’s at specific stages of a claim lifecycle and even automatically sending of emails and documents.
SMS
Send SMS messages which include claim and related party data in seconds; you can even automate the sending of SMS through our workflow automation.
Sums Insured Tracking
Track sums insured, reserves, excess values and burn down outstanding reserves.
Time & Materials Tracking
Track billable and non-billable time and materials using fee schedules to ensure you always capture the right information.
Fee Schedules
Setup fee schedules for specific clients that can save your time when creating.
Invoice Management
Track any incoming fees for work carried out on the claim. Import time & materials to automatically generate your invoices based on work already captured.
Payment Management
Track all outgoing payments relating to a claim and tie them back to sums insured to automatically track the outstanding reserves on the claim.
Flexible Access Controls
Track all outgoing payments relating to a claim and tie them back to sums insured to automatically track the outstanding reserves on the claim.
Related Parties and Entities
Track any related parties to a claim, including 3rd parties, insurers, brokers, contacts, vehicles, policies, etc.
Mobile
Manage your tasks from anywhere with our Apple iPhone iPad and Android Phone and Tablet apps.
Dashboards
Get a 50k foot view of the system with customizable dashboards, focus on the information that is important to your role.
Custom Reports
Create custom reports with specific columns and filters to ensure you get the exact information you need.
Security
We take security seriously, just ask for a copy of our white paper to see the lengths we go to make sure your data is secure 24x7x365.
Multi-currency
Track claims in multiple currencies when your operation spans multiple countries.
Contacts
Store all related contacts in the system so you can look up their contact information.
Flexible Pricing
Sound like we can help you streamline your business? Great! Check out our flexible pricing plans here.
Custom claim forms
Create an unlimited number of claim types in the system, each with its own set of custom fields that matches exactly how your business works. New fields can be added in seconds as your reporting requirements evolve.
Tasks and Reminders
Track all tasks relating to claims within the system so you never breach an SLA. You can also receive a daily digest email informing you of what needs to be done today, what is overdue and what is due in the next 7 days.
Access on any device
Search all claims in the system instantly with our search engine or build us saved views that filter the data based on specific segments that you want to view and track.
File management
Upload and store all your related documents within a claim, including Word, PDF, images, Excel, Audio and Video.
Notes & activities
Add notes to a claim to track the latest status of the claim. You can also see a full audit trail of what changed, who changed it and when for all activities.
Document templates
Generate professional Microsoft Word and PDF documents with claim data using our Mail Merge features to reduce human error.
Email templates
Create predefined email templates that can include claim and related party information to minimize email repetition.
Claim lifecycle management
Track all the stages of your claim lifecycle through our status system to ensure you never miss a step in the process.
Workflow Automation
Automate the parts of your business process, including the creation of tasks with SLA’s at specific stages of a claim lifecycle and even automatically sending of emails and documents.
SMS
Send SMS messages which include claim and related party data in seconds; you can even automate the sending of SMS through our workflow automation.
Sums Insured Tracking
Track sums insured, reserves, excess values and burn down outstanding reserves.
Time & Materials tracking
Track billable and non-billable time and materials using fee schedules to ensure you always capture the right information.
Fee Schedules
Setup fee schedules for specific clients that can save your time when creating.
Invoice management
Track any incoming fees for work carried out on the claim. Import time & materials to automatically generate your invoices based on work already captured.
Payment management
Track all outgoing payments relating to a claim and tie them back to sums insured to automatically track the outstanding reserves on the claim.
Flexible access controls
Track all outgoing payments relating to a claim and tie them back to sums insured to automatically track the outstanding reserves on the claim.
Related parties and entities
Track any related parties to a claim, including 3rd parties, insurers, brokers, contacts, vehicles, policies, etc.
Mobile
Manage your tasks from anywhere with our Apple iPhone iPad and Android Phone and Tablet apps.
Dashboards
Get a 50k foot view of the system with customizable dashboards, focus on the information that is important to your role.
Custom Reports
Create custom reports with specific columns and filters to ensure you get the exact information you need.
Security
We take security seriously, just ask for a copy of our white paper to see the lengths we go to make sure your data is secure 24x7x365.
Multi-currency
Track claims in multiple currencies when your operation spans multiple countries.
Contacts
Store all related contacts in the system so you can look up their contact information.
Flexible Pricing
Sound like we can help you streamline your business? Great! Check out our flexible pricing plans here.
Pricing to suit your needs – now and in the future…
Our flexible plans mean you can start where you are now, and move as your business grows.