Document Management system

Property insurance provides protection against risks to property, such as fire, theft or weather damage. Some property claims are simple some are not, but almost every property claim falls into a workflow.
This Document Management system is an effective way to create steps to resolve insurance property claims. You can use, modify or build your own workflow.

Here is an example of claim processing workflow we use for other insurance carriers:
  • New claim entered
  • Vendor reads assignment
  • Vendor enters contact date
  • Vendor enters site inspect date
  • Estimate submission
  • Estimate acceptance
  • Work Order is signed
  • Progress – Permit Issued
  • Work in Progress - % of completion
  • Claim is closed. Get signed Customer satisfaction form
Document Management system is free to try.


Contact us if you find this usefull for your business needs or have any questions.
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