Automated fee calculations, invoice generation, and payment tracking that eliminates manual billing work.
Billing should be automatic, not a bottleneck. ClaimCheck's fee schedule engine calculates charges instantly based on carrier rules, and generates professional invoices with one click.
ClaimCheck supports both common billing models used in the insurance adjusting industry.
A fixed fee based on the claim amount range. Simple, predictable, and automatic.
Itemized billing based on actual hours worked plus expenses incurred.
Each carrier can have their own unique fee schedule. Set it once, and billing is automatic forever.
From the main navigation, click on "Carriers" to see all insurance carriers in the system.
Click on an existing carrier like "Evergreen Indemnity" or create a new one with the carrier's name and details.
Click "View Fee Schedule" to access the carrier's billing rules configuration.
Create tiers based on claim amount ranges. Each tier specifies the flat fee for claims in that range.
Specify the claim amount above which Time & Expense billing kicks in instead of flat rate.
Save the fee schedule. All new claims for this carrier will automatically use these billing rules.
Follow Dana as she generates and sends an invoice for a completed claim.
Dana opens the Unbilled Time Report to see all claims with completed work that hasn't been invoiced yet.
Dana clicks on claim CLM-2024-0087 (Evergreen Indemnity, Tier B claim) to view the full details.
Dana confirms the claim status is "Closed" and all documentation is complete before invoicing.
Dana clicks the Generate Invoice button. The system creates an invoice using the fee schedule rules.
A preview modal shows the invoice with carrier details, claim information, and the calculated amount.
Dana clicks "Send" to email the invoice PDF directly to the carrier's billing contact.
The invoice is now tracked in the system with aging starting from the send date. It appears in aging reports.
Professional invoices generated automatically with all necessary details.
| Description | Amount |
|---|---|
|
Adjusting Services - Flat Rate Fee
Per fee schedule: Tier B (Sample)
|
$XXX.XX |
| Total Due | $XXX.XX |
Never lose track of outstanding invoices with automatic aging reports.
When payment is received, record it against the invoice. The system tracks partial and full payments.
Invoices are automatically categorized: Current, 30 Days, 60 Days, 90 Days, 120+ Days.
Dashboard warnings highlight invoices approaching or past due. Never miss a follow-up opportunity.
At-a-glance visibility into outstanding receivables.
Fee schedules eliminate manual math. Every invoice is accurate, every time.
Generate professional invoices in seconds, not hours of manual work.
Unbilled work reports ensure no completed work goes uninvoiced.
See how the AI-powered voice assistant enables hands-free operation and natural language interactions.