Claim management software for contractors

Run your supplements in-house. Without the spreadsheet.

ClaimTrax is claim management software for contractors. Every claim gets a next follow-up date, and anything 48 hours overdue jumps to the top of the board. Nothing sits, and you get paid faster.

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14 days. No card. Unlimited users.

ClaimTrax dashboard showing open claims, closed claims, and overdue follow-ups

List of claims more than 48 hours past their follow-up date in ClaimTrax

The problem

Your claims aren't stuck at the carrier. They're stuck in a spreadsheet.

Most contractors manage claim work in a spreadsheet or a CRM stage that was never built for it. The spreadsheet holds the claim. It doesn't tell anyone it's time to call the adjuster, resend the estimate, or chase the approval. And Jake's the only one who knows how the sheet works.

So follow-ups slip. Claims that should close in two weeks take two months. And eventually the owner decides in-house supplementing doesn't work. Not because it was the right call, but because the spreadsheet made it for them.

Every claim waiting on a follow-up is money you've earned and haven't collected. A slow claim process is a cashflow problem.

Spreadsheet vs. ClaimTrax

Everything your claim sheet does. Plus the part it never did.

Your spreadsheetClaimTrax

One "Follow Up" cell you have to remember to check

Every claim carries a next follow-up date. Anything 48+ hours overdue lands on the dashboard.

Carrier phone numbers and adjuster emails buried in old threads

Every carrier and desk adjuster on file, attached to the claims they're sitting on

Days to close calculated after the fact

Closing time and time in status, live, so you see where claims stall

$ Initial, $ Requested, $ Approved typed in by hand

Increase from original, % realized, O&P collected, and repair-to-replace tracked automatically

Only Jake knows how it works

Unlimited users. Every location gets its own board.

See everything ClaimTrax does →Not ready to switch? Get the free supplement tracking spreadsheet

Follow-ups

The list your spreadsheet can't make.

The moment a claim is 48+ hours past its follow-up and hasn't been rescheduled, it shows up on your dashboard. The claimant, the status it's stuck in, the date it was due, and one click to work it. Set reminders on any claim and get an email and an in-app alert when they're due.

Accountability

Know who's moving claims and who's sitting on them.

Every claim records who owns it, how long it sat in each status, and whether the follow-up happened on time. You stop asking "where are we on the Smith job" and start reading the answer.

See all 10 reports →

Three questions ClaimTrax answers on day one

Is my claims person keeping up?
Which desk adjusters are sitting on our money?
Are we collecting O&P?

Who it's for

For anyone doing claim work.

In-house teams.

Give your claims coordinators a real system. Everyone sees the same board, nobody owns a private spreadsheet.

Owners.

Know where every claim stands without asking. See who's following through, which adjusters stall, and whether you're collecting O&P (overhead and profit). Keep supplementing in-house and keep the margin.

One-person claim departments.

Stop running the pipeline out of your head. ClaimTrax tells you what's due today.

Supplement companies and independent supplementers.

Run every client's claims in one system and show them exactly what you recovered.

ClaimTrax for supplementers →

Need extra hands?

ClaimXchange connects you with vetted supplementers who work your claims inside ClaimTrax. Included with every plan.

Learn about ClaimXchange →

Our first official integration

Already using ProLine? Meet ClaimTrax.

ProLine is the roofing CRM. ClaimTrax keeps claims, owners, deadlines, and follow-ups in view. Now connected through ClaimTrax's first official integration.

Explore the integration

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