See what needs attention
Keep claim status and outstanding next steps visible to your team.
ClaimTrax + ProLine
Manage jobs in ProLine. Keep insurance claims moving with ClaimTrax.
Bring job management and claim follow-up into a clearer workflow. See claim status, responsibility, and next steps alongside the work your team manages in ProLine.
ProLineInsurance job
Sample residence
Roof replacement · Insurance
Sample commercial job
Hail · Insurance
ProLine integration
ClaimTraxClaim file
- Status
- Supplement submitted
- Owner
- Assigned rep
- Next follow-up
- Scheduled
Better together
Your CRM runs the job. Your claims need a system too.
Manage your jobs
ProLine stays home base for your jobs, customers and production work.
Organize claim follow-up
ClaimTrax keeps the insurance side organized: where each claim stands, who owns it, and what happens next.
Benefits
What your team gets.
Make responsibility clear
Give your team a shared view of who is handling each claim and what happens next.
Track supplement progress
Keep the progress of insurance claims and supplements easier to review.
How it works
A clearer path from job to claim follow-up.
- 01
Review your setup
Walk through your ProLine workflow with the ClaimTrax team.
- 02
Connect the workflow
Confirm how the integration supports your team's process.
- 03
Manage claim follow-up
Use ClaimTrax to organize claim status, responsibility, and next steps.
See how ClaimTrax fits your ProLine workflow.
Walk through the integration with our team and get answers about setup, supported data, and your claim process.
FAQs