Our Features will run every part of your business

Relax. Claims.io is a complete claims management system.

Claims Management System | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

File management

Upload and store all your related documents within a claim, including Word, PDF, images, Excel, Audio and Video.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

Document templates

Generate professional Microsoft Word and PDF documents with claim data using our Mail Merge features to reduce human error.
Claims Management System | Claims.io

Email templates

Create predefined email templates that can include claim and related party information to minimize email repetition.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

Sums Insured Tracking

Track sums insured, reserves, excess values and burn down outstanding reserves.
Claims Management System | Claims.io

Time & Materials tracking

Track billable and non-billable time and materials using fee schedules to ensure you always capture the right information.
Claims Management System | Claims.io

Fee Schedules

Setup fee schedules for specific clients that can save your time when creating.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management Software | Claims.io

Related parties and entities

Track any related parties to a claim, including 3rd parties, insurers, brokers, contacts, vehicles, policies, etc.
Claims Management Software | Claims.io

Mobile

Manage your tasks from anywhere with our Apple iPhone iPad and Android Phone and Tablet apps.
Claims Management Software | Claims.io

Dashboards

Get a 50k foot view of the system with customizable dashboards, focus on the information that is important to your role.
Claims Management System | Claims.io

Custom Reports

Create custom reports with specific columns and filters to ensure you get the exact information you need.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

Multi-currency

Track claims in multiple currencies when your operation spans multiple countries.
Claims Management System | Claims.io

Contacts

Store all related contacts in the system so you can look up their contact information.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

File management

Upload and store all your related documents within a claim, including Word, PDF, images, Excel, Audio and Video.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

Document templates

Generate professional Microsoft Word and PDF documents with claim data using our Mail Merge features to reduce human error.
Claims Management System | Claims.io

Email templates

Create predefined email templates that can include claim and related party information to minimize email repetition.
Claims Management Software | Claims.io

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.
Claims Management Software | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management Software | Claims.io

Sums Insured Tracking

Track sums insured, reserves, excess values and burn down outstanding reserves.
Claims Management Software | Claims.io

Time & Materials tracking

Track billable and non-billable time and materials using fee schedules to ensure you always capture the right information.
Claims Management System | Claims.io

Fee Schedules

Setup fee schedules for specific clients that can save your time when creating.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

Related parties and entities

Track any related parties to a claim, including 3rd parties, insurers, brokers, contacts, vehicles, policies, etc.
Claims Management System | Claims.io

Mobile

Manage your tasks from anywhere with our Apple iPhone iPad and Android Phone and Tablet apps.
Claims Management System | Claims.io

Dashboards

Get a 50k foot view of the system with customizable dashboards, focus on the information that is important to your role.
Claims Management System | Claims.io

Custom Reports

Create custom reports with specific columns and filters to ensure you get the exact information you need.
Claims Management System | Claims.io

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.
Claims Management System | Claims.io

Multi-currency

Track claims in multiple currencies when your operation spans multiple countries.
Claims Management System | Claims.io

Contacts

Store all related contacts in the system so you can look up their contact information.

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.