Everything a Loss Assessing Practice Needs, in One Place
A claims pipeline, insurer chasers that send themselves, a portal your policyholders actually use, and your documents where you can find them. Built for the way UK loss assessors work.
Before ClaimFlow
- Claims tracked in a spreadsheet that is always one update behind
- Insurer chasers written by hand, or forgotten
- Photos on three phones, reports in two inboxes
- Policyholders ringing for news every week
- No idea which claims have stalled until the client complains
With ClaimFlow
- Every claim on one board, with the next action visible
- Chasers to the insurer on day 3, 7 and 14, automatically
- Documents and photos stored against the claim
- Policyholders check the portal instead of calling
- Stalled claims flagged after 10 days without movement
The Claims Pipeline
Six stages that match how a property claim actually moves. Drag a claim to the next stage; the rest follows.
Notification
Collect
Site visit
Costing
Settle
Paid ✓
Every claim, one card
Policyholder, insurer, loss adjuster, claim reference, date of loss, type of loss, property address, reserve, offer, settlement and your fee, all on the claim record.
Tasks that follow the stage
Entering a stage creates the tasks that belong to it: request the schedule of loss, book the inspection, send the costing, chase the offer.
Reporting that answers the question
Claims by stage, by insurer and by assessor; average days per stage; fees settled this month. The numbers you need for a Monday meeting, without a spreadsheet.
Automations That Chase for You
Written once in your wording, then sent for you. You see every message in the claim’s timeline.
Policyholder updates
No more “any news?” calls. Each stage has its own message, in plain English, from your practice.
Insurer chasers
Polite, consistent and relentless. The sequence stops the moment you log a reply.
Stalled-claim alert
The claim you forgot is the one that costs you a client. This catches it.
Document requests
Policy schedule, photographs, receipts and quotes arrive in the claim folder, not in your inbox.
Policyholder portal
Your clients log in to see the stage their claim is at, the documents you hold, the inspection date and the messages you have sent. Available on the Professional plan and above.
Documents and photos
Every file against the claim it belongs to: schedules of loss, reports, photographs with their dates, policy wording, insurer correspondence. Search by claim, by policyholder or by insurer.
Inspection calendar
Open the slots you can travel to and let the policyholder book. Confirmations and reminders go out by email and text; the visit lands in your Google or Outlook calendar.
Mobile app
Photos, notes, voice memos and stage changes from the property. Works on iOS and Android, synced to the claim before you are back in the car.
Email, text and calls in one timeline
Every message to or from the policyholder, insurer and adjuster sits on the claim’s timeline. Texts to UK numbers are switched on once your number is registered during onboarding.
Estimates and schedules attached
Attach the schedule of loss, the contractor quotes and the insurer’s scope to the claim and compare them side by side. Whatever costing software you use, the PDF lives with the claim.
Built for UK Practices
- Plain-English stage names, UK date formats and sterling throughout.
- Insurer and loss-adjuster records for the firms you deal with every week, so a new claim takes seconds to set up.
- Your data handled under UK GDPR, with EJB SAS as controller and HighLevel as processor. See the privacy notice.
- Demos and onboarding in UK business hours.
See It on Your Own Claims
A 20-minute demo built around how your practice works today, then a live account within 24 hours.
Book Your Free Demo