Claim and supplement tracking features
Everything the claim process needs.
Supplement tracking software built by people who've worked claims, for teams who work them every day.
Start free trialHow it works
Built around the claim, not the job.
- 01
Bring your claims in.
Import your sheet yourself, sync from ProLine, or have us load it for you.
- 02
Every claim gets a next follow-up.
Who owns it, which adjuster it's waiting on, and when the next call or email is due.
- 03
Overdue claims come to you.
Anything 48 hours past its follow-up shows up on the dashboard until someone moves it.
- 04
See the money.
Increase from original, % realized, O&P (overhead and profit) collected, and closing time, by person, carrier, and location.
Your CRM runs the job. ClaimTrax runs the claim.
What ClaimTrax does
Everything the claim process needs. Nothing it doesn't.
The claim board
Every claim in one place, organized by location or by client. Search any claim by claimant, claim number, or address. Your own statuses, set up the way your team actually works.
Repair to replace, tracked. When the carrier approves a repair and you're fighting for a full replacement, that supplement gets tracked as its own claim type. See how many you're working, how many convert, and what they're worth, with or without them in your numbers.
Follow-ups that don't slip
Every claim carries a next follow-up date. Anything 48+ hours overdue lands on the dashboard until someone moves it. Set reminders on any claim and get an email and an in-app alert when they're due.
Carriers and adjusters on file
Every insurance company and desk adjuster you deal with, with phone and email, tied to the claims they're handling. No more digging through old threads for the right adjuster.
The numbers, live
Average closing time, increase from original estimate, % of supplement realized, O&P collected, and total dollars, all updated as claims move. Filter by date, supplementer, or branch.
Reports that answer the hard questions
Ten built-in reports: closed supplements, claims overview, time in status, estimator productivity, supplementer performance, salesperson performance, insurance company summary, desk adjuster activity, financial snapshot, and location comparison. Filter by carrier, estimator, adjuster, state, city, or zip. Schedule them to your inbox or download to CSV.
Built for teams and multiple offices
Unlimited users on every plan. Every location or client gets its own board, and you can compare them side by side. ProLine projects come in as claims, HubSpot syncs your team, and an open API covers the rest.
Cashflow
Slow claims are a cashflow problem.
Every claim waiting on a follow-up is money you've earned and haven't collected. Forty open claims averaging $3,800 in supplement increases is $152,000 sitting on someone else's desk.
ClaimTrax doesn't change what the carrier owes you. It changes how long it takes you to collect it.
Illustrative example
Reports
Ten reports. Every question an owner asks.
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.
Is my claims person keeping up?
→ Supplementer performance: follow-through and results by person
Where do claims get stuck?
→ Time in status: days spent in every stage
Which adjusters are slow-walking us?
→ Desk adjuster activity: engagement by assigned desk adjuster
Which carriers pay, and which fight?
→ Insurance company summary: claims and dollars by carrier
Are we getting O&P?
→ Claims with O&P collected, as a % of closed claims
How are my offices doing against each other?
→ Location comparison: side-by-side KPIs
What's this actually worth to us?
→ Financial snapshot: original vs. submitted vs. settled
What closed, and what's still open?
→ Closed supplements and claims overview
Are my estimators keeping up?
→ Estimator productivity, by estimator
Which salespeople bring in the claims?
→ Salesperson performance, by salesperson
Schedule any report to land in your inbox. Filter by date, supplementer, branch, carrier, estimator, adjuster, or state.
Visibility for the owner. Accountability for the team.
FAQ
Questions contractors ask.
What is ClaimTrax?
ClaimTrax is claim management software for contractors and supplement companies. It tracks every claim, follow-up, carrier, and desk adjuster in one place, replacing the claim tracking spreadsheet.
Does ClaimTrax replace my CRM?
No. Your CRM runs the job. ClaimTrax runs the claim. ProLine projects import directly as claims, and an open API connects other systems.
Can I import my existing claim spreadsheet?
Yes. Import it yourself, or have the ClaimTrax team load your old claim files for you.
Is there a free trial?
Yes. 14 days, no card required, unlimited users.
Does ClaimTrax work for supplement companies?
Yes. Supplement companies set up each contractor client with its own claim board and report on results client by client.
Does ClaimTrax track repair-to-replace supplements?
Yes. Repair-to-replace supplements are tracked as their own claim type, so you can see how many you're working and what they're worth.
Need extra hands? Pull them in without leaving the system.
When volume spikes or you're short a person, ClaimXchange connects you with vetted supplementers who work your claims inside ClaimTrax. You see their track record before you assign the work. Included with every ClaimTrax plan.
Learn about ClaimXchange