Email-Based Submissions
Give contractors and external users a clear portal for claim details and files.
Insurance Claim Management System With Portals For Your Business
Replace email-based claim coordination, scattered documents, and manual follow-ups with one operational system for claim intake, contractor submissions, reviews, collections, payments, and visibility.
Start with portals and document intake, then expand into reviews, decisions, collections, dashboards, automations, and AI-assisted extraction.
Need help getting started? We can set up your claim management system at no cost.
Claim RecordClaimant · Property · Status · Exposure
Insured & PolicyCoverage, property, and parties
Contractor PortalSubmissions, updates, and files
Documents & InvoicesEvidence, estimates, and reports
Review & DecisionAssignments, findings, and approvals
Collections & RecoveryBalances, follow-ups, and status
PaymentsAmounts, dates, and reconciliation
Trusted By:
“AnyDB has become a core part of how we run our business.”
Ribu, Owner, Dgicon
Runs End-to-End Business Operations in AnyDBInsurance Claim Challenges We Help You Solve
Replace email submissions, scattered files, unclear reviews, inconsistent collection follow-ups, and manual reporting with one connected claim process.
Scattered Documents and Invoices
Keep estimates, photos, agreements, reports, and invoices with the claim.
Unclear Review Steps
Track missing requirements, assignments, findings, decisions, and approvals.
Inconsistent Collection Follow-Up
Keep balances, recovery actions, owners, dates, and overdue activity visible.
Manual Status Reporting
Use live views and dashboards instead of consolidating claim updates by hand.
Start the Way That Works for You
Explore AnyDB for free, build your own claim management system, or have our team build and manage it with you.
Start Free
$0
Explore connected claim management and secure portals.
Start Free PlanBuild It Yourself
From $50 / month
Customize and run your own claim system.
View PlansWe Build & Manage It
From $150 / month
Have your claim system built and managed for you.
Schedule DemoExplore Insurance Claim Features or Create Your Own System
Use the included claim structure or customize it around your intake, contractor, document, review, recovery, and payment workflows.
1
Manage Claim Intake and Portals
Collect claim details and files from internal and external users.
2Organize Documents and Invoices
Keep every estimate, photo, invoice, and report with the claim.
3Coordinate Reviews and Decisions
Track requirements, missing items, assignments, approvals, and history.
4Track Collections and Payments
Monitor recovery activity, balances, follow-ups, payments, and status.
5Customize Your Claim System
Adapt records, stages, portals, workflows, permissions, and dashboards.
Top AnyDB Insurance Claim Features
Manage each claim as the central operational record for people, policy context, files, decisions, recovery, and payments.
Central Claim Records
Keep insured details, property, policy, providers, status, files, and history together.
Contractor and External Portals
Collect structured information and documents without relying on email.
Connected Documents and Invoices
Link estimates, evidence, agreements, reports, and costs to each claim.
Reviews and Decisions
Track requirements, assignments, findings, approvals, and complete history.
Collections and Payments
Monitor recovery, balances, follow-ups, payments, and reconciliation.
1Claim Intake and Portals
Collect Complete Claim Information From the Start
Capture claimant, insured, policy, property, incident, service provider, coverage, dates, status, and required supporting information through structured forms and secure portals.
Claim Submission
Property Claim CL-2048Under Review
Structured Claim Intake
Collect required claim, policy, property, incident, provider, and contact information.
Secure External Portals
Let contractors, insured parties, partners, and other users submit or update assigned information.
Requirements and Missing Items
Show what has been received, what is missing, who owns the follow-up, and the next deadline.
2Documents and Invoices
Keep Every File With the Correct Claim
Connect invoices, estimates, photos, agreements, reports, correspondence, property evidence, policy documents, and supporting files to one structured claim record.
Claim Files
1Invoice and estimate submitted
2Photos and supporting evidence attached
3Required documents checked
4Files linked to review and decision
Invoices and Financial Documents
Track invoice number, provider, amount, dates, line items, status, and supporting evidence.
Photos, Estimates, and Reports
Keep inspection evidence, contractor estimates, technical reports, and notes organized.
Versioned Claim Documentation
Maintain current files, revisions, comments, approvals, and a complete document history.
3Reviews and Decisions
Make Every Review Step Easy to Follow
Coordinate assignments, required documents, findings, coverage checks, financial reviews, notes, decisions, approvals, next steps, deadlines, and audit history.
Claim Review
1Completeness and eligibility checked
2Documents and invoice reviewed
3Decision and approval recorded
4Next action assigned
Requirements and Assignments
Define review steps, required inputs, responsible owners, due dates, and current status.
Findings and Decisions
Capture notes, calculations, exceptions, recommendations, decisions, and supporting rationale.
Approvals and Complete History
Preserve reviewers, comments, timestamps, changes, escalations, and approval history.
4Collections and Payments
Maintain Recovery and Payment Visibility
Track approved amounts, outstanding balances, responsible parties, collection activity, follow-up dates, recovery status, payments, reconciliation, and overdue work.
Financial Activity
ActivityAmountDueStatus
Approved Claim$42,600Sep 18Approved
Recovery$18,000Oct 2In Progress
Payment$24,600Sep 25Scheduled
Approved Amounts and Exposure
Maintain claimed, reviewed, approved, disputed, recovered, outstanding, and paid values.
Collection and Recovery Activity
Assign follow-ups, record contact attempts, track promises, deadlines, notes, and recovery status.
Payments and Reconciliation
Connect payment amount, method, date, reference, recipient, balance, and reconciliation history.
5Customizable Claim Management
Build the System Around Your Claim Workflow
Customize claim types, fields, stages, portals, document requirements, review paths, collection rules, payment processes, permissions, automations, and dashboards.
Add AI-assisted extraction, new partner workflows, reports, or integrations as requirements evolve.
Your Claim Structure
1Custom claim records and intake forms
2Custom portals and document requirements
3Custom review and financial workflows
4Custom dashboards and automations
Custom Records and Forms
Model claim types, people, properties, policies, providers, documents, and terminology.
Custom Rules and Automations
Trigger assignments, missing-item reminders, reviews, approvals, escalations, and notifications.
Custom Views and Permissions
Give internal teams, contractors, partners, and claimants access to the right information.
Insurance Claim Management as an Operational System
Each claim becomes the central record for insured details, property, policy context, service providers, files, reviews, decisions, recovery, and payments.
Manage Claims Centrally
Keep status, people, property, policy information, providers, files, costs, and history together.
Collect Information Securely
Use controlled portals for submissions, updates, missing items, and supporting documents.
Structure Reviews and Decisions
Make requirements, ownership, findings, approvals, and next steps clear.
Track Recovery and Payments
Maintain balances, collection activity, payment status, and financial history.
Adapt the Workflow
Add claim types, records, stages, portals, rules, views, and dashboards over time.
Operational Key Objects Working Together
Use connected records for the complete claim lifecycle.
Claim Record
Claimant, incident, property, policy, status, exposure, owner, files, and history.
Policy and Coverage
Insured party, policy terms, coverage details, dates, limits, and eligibility context.
External Submission
Contractor, provider, claimant, assigned information, forms, files, and submission history.
Claim Document
Invoice, estimate, photo, agreement, report, evidence, version, and review status.
Review and Decision
Requirements, owner, findings, notes, calculations, decision, approval, and next action.
Financial Activity
Claimed, approved, recovered, outstanding, paid, reconciled, and overdue amounts.
Give Contractors and External Users a Secure Claim Portal
Collect structured claim information and supporting files without exposing internal records or relying on email threads.
Collect the Claim
Capture structured claim information, parties, policy context, and supporting files.
Organize the Evidence
Connect invoices, photos, estimates, agreements, reports, and correspondence.
Complete the Review
Track requirements, missing items, assignments, findings, decisions, and approvals.
Manage Recovery
Coordinate balances, collection actions, owners, dates, notes, and status.
Record the Outcome
Maintain approved amounts, payments, reconciliation, closure, and complete history.
Operational Benefits
Keep claims and documents connected, simplify submissions, clarify reviews, maintain payment visibility, and reduce manual follow-up.
Connected Claim Records
Maintain status, files, reviews, decisions, financials, and history in one record.
Simpler Contractor Submissions
Give external users a controlled place to send claim information and files.
Traceable Reviews
Track each requirement, assignment, finding, decision, approval, and next step.
Clear Payment Visibility
Keep collection, recovery, balances, payments, and reconciliation connected.
Live Operational Reporting
Monitor progress, exposure, recovery, overdue activity, and workload without manual consolidation.
Start with One System. Connect the Rest.
Start with claim intake and document collection today. Add reviews, collections, payments, reporting, and other systems as requirements evolve.
Start Simple
Begin With Claims and Portals
Add New Systems Anytime
Everything Stays Connected
Scale With Confidence
Expand Across Teams and Processes
Connect claims with people, policies, properties, service providers, documents, invoices, reviews, collections, payments, reporting, and other operational systems.
Start With Ready-to-Use Business Objects
Build a starting point for insurance claim operations with objects from the Business Object Library. Customize their fields, relationships, forms, views, and workflows around the way your team works.
Customer
Connect customer details with requests, orders, documents, and billing.
Document
Organize policy documents, evidence, and correspondence for claim handling.
Inspection
Connect assessment findings and supporting evidence to claim-related work.
Issue
Track problems, defects, and exceptions through follow-up and resolution.
Task
Assign work, track its progress, and connect it to the broader process.
Activity
Keep calls, emails, and other interactions linked to the people and records involved.
Build a Custom Insurance Claim Management System That Fits Your Workflow
Run claim intake, contractor portals, document collection, reviews, payments, and reporting from one operational foundation.
