Recorded demo
Watch the ClaimTrax demo
The claims dashboard and reporting, from claim to check.
Inside the demo
See your claims, your next steps, and your numbers.
Follow a walkthrough of the ClaimTrax dashboard, individual claim records, and reports. See how the details of each claim connect to the bigger picture across your team and branches.
One view of your claims
Review active and closed claims, overdue follow-ups, and average days to close. Filter by branch, search for a claim, or open the records behind a dashboard metric.
A next step with context
Set the next follow-up date and record why a claim is waiting. Review claim comments so the next person knows where the conversation left off.
Claim details that stay together
Track status, team assignments, insurance company, and adjuster in one record. Compare original, requested, and settled amounts, along with O&P and dollars per square.
Statuses your team understands
See claims in list or Kanban views. Customize status names, abbreviations, colors, and descriptions to match the way your team works.
Contacts connected to the work
Maintain carrier and adjuster contact details with private notes for your organization. Filter claims by desk adjuster to review the files assigned to the same contact.
Reports beyond the claim count
Review time in status, estimator and supplementer performance, and unsettled exposure. Compare branches, carriers, and desk adjusters, with filters to focus on the work you need to review.
Put ClaimTrax to work on your claims.
Start your free trial, or book a live demo to talk through your team's workflow.
14 days, no card.