Claims.io

Claims.io is a claims management system designed to streamline and simplify the claims process for small to large companies. According to the vendor, this software solution is aimed at insurance companies, claims adjusters, legal firms, fleet management companies, and risk management professionals. With its wide range of features and flexible access controls, Claims.io aims to efficiently manage claims and ensure a smooth workflow from start to finish.

Key Features

Custom Claim Forms: According to the vendor, Claims.io allows users to create unlimited claim types with custom fields and easily add new fields as reporting requirements evolve.

Tasks and Reminders: The vendor claims that Claims.io enables users to track all tasks related to claims and receive daily digest emails for task reminders, aiming to ensure that nothing falls through the cracks.

Access On Any Device: According to the vendor, Claims.io provides the ability to search claims instantly using the search engine and build saved views to filter data based on specific segments, all accessible on any device.

File Management: Claims.io allows users to upload and store related documents within claims, supporting various file types including Word, PDF, images, Excel, audio, and video files, as stated by the vendor.

Notes & Activities: The vendor claims that Claims.io enables users to add notes to track claim status and view a full audit trail of activities and changes, providing a comprehensive overview of claim history.

Document Templates: According to the vendor, Claims.io allows users to generate professional Word and PDF documents with claim data, utilizing Mail Merge features to reduce human error and improve efficiency.

Email Templates: The vendor asserts that Claims.io enables users to create predefined email templates with claim and related party information, saving time and ensuring consistent communication.

Claim Lifecycle Management: According to the vendor, Claims.io allows users to track all stages of the claim lifecycle, aiming to ensure that no steps are missed in the process and promoting efficient claim resolution.

Workflow Automation: Claims.io claims to automate business process parts, including task creation and email/document sending, aiming to streamline operations and reduce manual effort.

SMS: According to the vendor, Claims.io allows users to send SMS messages with claim and related party data, automating SMS sending through workflow automation for quick and effective communication.