The complete lifecycle of a claim from creation through closure, with all the tools your team needs.
Claims are the core of your business. ClaimCheck provides a streamlined workflow for creating, tracking, managing, and closing claims with full visibility at every step.
Every claim moves through a defined workflow, making it easy to track progress and identify bottlenecks.
The claims list provides powerful filtering and search capabilities.
Find claims instantly by claim number, carrier name, adjuster, or any other field. Results update as you type.
Filter by carrier, status, adjuster, date range, or claim amount. Combine filters to narrow down exactly what you need.
Click any column header to sort ascending or descending. Find the newest, largest, or oldest claims instantly.
Follow the step-by-step process of creating and assigning a new claim.
From the claims list, Dana clicks the prominent "New Claim" button in the top right corner.
Enter the claim number provided by the carrier (e.g., "CLM-2024-0090"). This links to their system.
Choose the insurance carrier from the dropdown. This automatically associates the claim with their fee schedule.
Fill in policy number, insured name, loss date, loss type, and description of the claim.
Enter the estimated or actual claim amount. This determines the billing tier from the carrier's fee schedule.
Select the adjuster who will handle this claim. They'll see it in their claims list immediately.
Click Save. The system creates the claim record and automatically provisions a cloud storage folder for documents.
Once inside a claim, users have access to all related information and actions in one place.
View and edit all claim details: carrier, policy number, insured info, loss details, and current status.
Full history of everything that's happened on this claim: status changes, file uploads, notes, and time entries.
Drag and drop documents, view PDF/image previews, and organize all claim-related files in one place.
Log work hours with rates and expenses like mileage. All entries feed into the billing calculation.
Manage all people associated with this claim: insured, claimant, witnesses, contractors, etc.
View all invoices generated for this claim: interim, final, and their payment status.
Follow Taylor, a field adjuster, as they work on assigned claims.
Taylor logs in and sees only their assigned claims. The list is filtered automatically based on their role.
Taylor clicks on the Evergreen Indemnity claim to view the full details and prepare for their inspection.
Taylor opens the file panel to review the assignment letter and any photos already uploaded.
After calling the insured, Taylor updates the claim status. This is logged in the activity timeline.
Taylor logs 2 hours for the inspection at their hourly rate. This unbilled time is tracked automatically.
Taylor drags and drops 12 photos from the inspection directly into the file panel.
Taylor logs 45 miles driven to and from the inspection site as a reimbursable expense.
Paste assignment letters or claim documents directly into the system. AI extracts key information and pre-fills form fields, reducing manual data entry.
Select multiple claims to perform bulk status updates, assignments, or exports. Great for batch processing at month-end.
All files are stored securely in Google Cloud Storage with automatic backup. Access your documents from anywhere, anytime.
Every action is logged with timestamp and user. Full compliance-ready history of who did what and when on every claim.
Now that you understand claims management, see how fee schedules automate billing and invoice generation.