CaseFy for Insurance
The claim doesn't end when the notice arrives.
Surveys, documents, tiered approvals, regulatory deadlines — everything that happens after the claim notice needs orchestration. Not more emails.
Free for up to 3 users. No credit card required.
The notice came in. Now what?
The policyholder calls on Monday. Car accident over the weekend. You open the claim in the core system, but the system only records — it doesn't orchestrate. The surveyor needs to be dispatched, the policyholder needs to upload photos and police report, the broker demands status, and the 30-day regulatory deadline has already started.
Two weeks later, nobody knows if the surveyor's report arrived. The adjuster has 47 open emails, three tracking spreadsheets, and a WhatsApp thread with the broker. The policyholder has called five times. The manager asks for status and the answer is: "I need to check."
The $500k claim is running late. Not because someone dropped the ball, but because nobody can see the whole process — from notice to payment.
What if every claim had a complete story — from notice to closure?
From notice to payment. Without losing the thread.
The claim doesn't stop at registration.
Survey, documentation, coverage analysis, tiered approval — every stage has an owner, a deadline, and a status. The process continues with the same clarity as the policy.
Your policyholder follows everything.
Exclusive portal via link. The policyholder sees the status, uploads documents and photos — no account needed, no calling to ask.
Approvals without bottlenecks.
Claim under $10k? Adjuster approves. Over $100k? Board. Formal decisions with justification and deadline — no email, no spreadsheet.
AI that works for the claim.
Agents validate documents, monitor regulatory deadlines, detect fraud, and generate summaries for the manager. Automatically, inside the case.
Where the core system stops, CaseFy starts.
What the core system does well
What it doesn't do
In insurance, the core system handles policies. The processes that make operations work live in email, WhatsApp, and regulation spreadsheets.
Every claim becomes a complete case.
With stages, versioned documents, tiered approvals, policyholder portal, and AI agents — all in one traceable place.
Everything the core system lacks. Everything claims need.
Stages with SLA
30-day regulatory deadline automatically monitored. Progressive alerts before the claim breaches.
Documents + Portal
Policyholder uploads police report and photos via portal. Surveyor uploads report. Zero email.
Tiered decisions
Who approves depends on the value. Adjuster, manager, or board — automatic.
Policyholder portal
Status, documents, and chat — all via link, no login.
AI Agents
Validate documents, monitor deadlines, detect fraud, and summarize for the manager.
Auditable timeline
Who approved that $500k claim? It's in the timeline, with date and time.
Statistics
Loss ratio by line, claims aging, SLA compliance — all in one dashboard.
Stage automations
Report arrived? Coverage analysis is created automatically.
Start in minutes.
Build your claims process
Define stages, documents, participants, approval tiers, SLAs, and automations. Use a ready-made template or build from scratch.
Open a case for each claim
Each claim gets its own life: documents, surveys, approvals, and timeline.
Involve all participants
Policyholder portal, broker portal, surveyor portal — each sees what they need.
Let the platform work
Automations move stages, AI validates documents, alerts enforce regulatory deadlines.
Start with one click.
Claims Processing
10 stagesFrom notice to closure. Surveys, approval tiers, regulatory SLA, and AI pre-configured.
Underwriting
10 stagesRisk analysis, committee, pricing, and reinsurance — all orchestrated.
Broker Onboarding
9 stagesDocuments, regulatory validation, compliance, and registration in a single flow.
Policy Renewal
9 stagesTreat renewal as a process. Loss ratio analysis, proposal, and issuance.
Regulatory Filing
11 stagesAudit, evidence collection, defense, and filing — with complete audit trail.
Claims Litigation
10 stagesFrom lawsuit to appeal. Evidence, opinions, and hearings tracked.
Core System vs. CaseFy — side by side.
Use with your core system. Not against it.
CaseFy doesn't replace your core system — it complements it. The core system manages policies. When operations need orchestration, CaseFy takes over.
Integration via webhooks + Zapier/Make. Native integrations coming soon.
The claim that resolves is the claim nobody let miss its deadline.
Free for up to 3 users. Claims Processing template ready to use.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.