Claim documents, collected without the chase
Send each policyholder one link with the claim checklist. They upload from their phone, reminders follow up, and every file stays on record.
A claim waits on the last document
Bills, reports and IDs arrive one at a time, and every missing paper means another call to the policyholder.
From request to ready in three steps
- Ask
Send the claim checklist
Start from “Insurance claim documents” and add what this claim needs.
- Collect
The policyholder uploads
From their phone. If something can’t be provided, they say why.
- Review
Approve and record
Every file and decision kept, ready for the insurer.
Start from your own checklists
Insurance claim documents for every firm; GCC firms also get KYC. Edit any checklist, or describe the work in a sentence and AI drafts one for you.
- Insurance claim documents
- New client KYC (GCC)
“I can’t provide this”
With a reason, so you know what’s missing and why.
Every version on record
Nothing is overwritten, and every decision is in the history.
Reminders that stop
Only for what’s missing, and they stop once nothing is left.
Renewals and quotes
Track renewals and send quotes from the free CRM.
The claim file in one ZIP
Download every approved document with a list of files.
Careful with personal data
Files are virus-scanned first, and staff see only their assigned clients.
Quote your fees and get paid
The free CRM starts with services for your kind of work (policy advice, policy renewal and claims assistance). Add your fees, send quotes the client accepts online, and invoice with GST or VAT.
Good questions
What if a policyholder can’t provide a document?
They choose “I can’t provide this” and say why. Your team is told, and the item stops being chased. It is never approved automatically.
Can we download the whole claim file?
Yes. Download a request’s or a client’s files as a ZIP with a list of files, at any time.
Do clients need a password?
No. They open a secure email link. If it expires, they ask for a new one with just their email address.
Does AI approve documents on its own?
Never. AI only suggests, and every approval is a click from your team.
Is there a free plan?
Yes: 10 active clients, 1 team member and 5 open requests, with no card needed. The free CRM and the free apps work on it too. Automatic reminders, monthly schedules and AI start on Starter.