Claims that open themselves.
An insurance contract opens its claim with the details already filled in.
Everything the work needs.
Claims
- An insurance contract opens a claim when it is approved
- The claim starts with loss address, contact, carrier and claim number
- A claim is created once and never duplicated
- Links to the deal, job intake and production job fill in afterward
- Insurance proposals show total and remaining proceeds
Three modes. You stay in charge.
Planned. AI works inside the same rules as every person on your team.
Audit
Reads claims and the contracts behind them. Finds claims missing details. Writes nothing.
Plan
Proposes the next claim step. You review and approve every change.
Execute
Acts only when you authorize it.
One record, from first contact to final result.
Every unit of work is an Action. The Result of each Action decides the next one, so nothing is left without an owner or a next step.
Single source of truth
One record for each project. Notes, calls, photos, results and points stay with the record, not with a person.
Canonical
One rule set. The same rules apply on the phone, on the desktop and in every module.
Action engine
Actions AE runs every step. An Action ends with a Result, and the Result decides what happens next.
Deterministic
The same Result leads to the same next step every time. Nothing is guessed.
Nothing forgotten
A case always has a next action until a final Result closes it.
Cradle to grave
Each module hands its record to the next: lead, deal, work, money, claim and warranty.
Setup is guided and short. Each product is optional, so you start with one. Specified behavior of the platform; products open as listed.
Be first to know.
XClaims is coming soon.
XClaims
Early-bird sign-up: tell us you are interested and we will let you know when it opens.