For supplement companies
Your clients stay in their CRM. You work the claim in ClaimTrax.
Connect each contractor's CRM once. Claims land in ClaimTrax automatically, organized by client. No more getting tagged, copying files, or retyping claims before your team can start.
14 days, no card.
Less handoff. More claim work.
Today
- 01You get tagged in the client's CRM.
- 02An admin copies the claim into your system.
- 03The supplementer finally starts working.
Every handoff adds delay, typos, and claims that never got moved.
With ClaimTrax
- 01Connect the client's CRM once.
- 02Claims flow in on their own.
- 03Your supplementer starts working right away.
Built for every client on your roster.
Stop paying someone to move claims
The integration replaces manual intake. Claims come in from your client's CRM without an admin copying files or retyping the same details.
Onboard a new client in an afternoon.
Connect the contractor's CRM once and organize their incoming claims by client. Your team can start working without rebuilding its process for every contractor.
Your clients don't need another login
Contractors stay in the CRM they already use. Give them access to ClaimTrax only if you want to.
Know your team's capacity
See open claims, realization, and days to close by supplementer. Know who can take the next client before you sign it.
Prove your value every month
Realization, supplement dollars, and days to close by client, ready to send. Give each contractor a clear view of the claim work your team is doing.
Unlimited users, flat price
Add every supplementer on your team. One plan covers all your clients, without charging for every person who works a claim.
Coming soon
Pick up more work through ClaimXchange.
Join the ClaimXchange marketplace and take on contractors looking for supplement help. Your firm works their claims in the same system you already use.
Run every client from one system.
14 days, no card.