Guide each claim from intake to settlement with clear, stage-by-stage tracking that keeps clients informed and nothing forgotten. Claims run on the web app — the mobile app does not include the claims module.
Clients — or your agents — raise a claim straight from an active policy. The policy type, provider and agent are filled in automatically, so there's nothing to re-type. An admin then reviews and approves it with the final claim amount, all on the same record.
Every time a claim's status changes, InsureCRM notifies your client on WhatsApp, in the app and by push — no chasing calls, no “any update?” messages. And the moment a client raises a claim, the assigned agent is alerted.
Register a claim in minutes on a form linked to the client's active policy.
Clients raise a claim request straight from their own policy — no calls needed.
Admins review and approve each claim with the final settled amount.
Define your own colored claim stages — your workflow, not a fixed pipeline.
Claim categories and custom fields tailored to each insurance type.
Auto-suggest the policy's agent or assign the claim to anyone on your team.
Clients notified on every status change by WhatsApp, in-app and push.
Filter by client, status, category and date — then export to Excel.
Start free and give every client a claims experience they'll remember.