A claim isn't just paying.
It's orchestrating.
From claim notice to indemnity payment — orchestrate every survey, document, approval and regulatory deadline with policyholder portal, surveyor portal and AI agents.
Free for up to 3 users. No credit card required.
Your system manages policies. CaseFy orchestrates operations.
The core system stops here.
After policy issuance and premium calculation, your claims operations enter no man's land.
What the core system does well
What the core system does NOT do
In insurance, the core system handles policies. The processes that make operations work live in email, WhatsApp and regulation spreadsheets.
Sound familiar?
“The policyholder called 5 times and nobody knows if the surveyor's report arrived.”
“The broker demands claim status and the adjuster is drowning in emails.”
“15% of claims exceed the 30-day regulatory deadline.”
“The regulator audited us and it took 3 weeks to gather evidence.”
Every claim becomes an orchestrated case.
A case is the complete lifecycle of the regulation — with documents, surveys, tiered approvals, regulatory deadlines and policyholder portal.
Everything the core system lacks. Everything claims need.
Stages with SLA
30-day regulatory deadline automatically monitored at every claim stage.
Documents + Portal
Policyholder uploads police report and photos via portal. Surveyor uploads report. Zero email.
Decisions (Approval Tiers)
Claim < $10k = adjuster. > $100k = board. Automatic.
AI Agents
Doc Reviewer validates documents. Deadline Guard monitors deadlines. Fraud Detector detects fraud. Summarizer summarizes for managers.
Auditable Timeline
Who approved that $500k claim? It's in the timeline, with date and time.
External Portal
Policyholder, broker and surveyor — each with their real-time view.
Automations
Report arrived? Coverage analysis is created automatically.
Statistics
Loss ratio by line, claims aging, SLA compliance — all in one dashboard.
4 steps to orchestrate insurance operations
Create your claims template
Define stages, documents, participants, approval tiers, SLAs and automations.
Open a case for each claim
Each claim becomes a case with docs, surveys, approvals, timeline.
Involve all participants
Policyholder portal, broker portal, surveyor portal — each sees what they need.
Let AI work
Agents validate documents, monitor regulatory deadlines, detect fraud and generate summaries.
6 templates for insurance operations
Claims Regulation
10 stagesNotice, opening, survey, document collection, coverage analysis, calculation, technical approval, tier approval, payment and closure.
Complex Risk Underwriting
10 stagesProposal, risk analysis, pre-survey, technical opinion, underwriting committee, pricing, reinsurance, approval, issuance and completed.
Broker Onboarding
9 stagesRequest, documents, regulatory validation, commercial analysis, compliance, training, registration, first deal and active.
Portfolio Renewal
9 stagesIdentification, loss ratio analysis, proposal, broker delivery, negotiation, approval, issuance, communication and renewed.
Regulatory Compliance
11 stagesReceipt, analysis, evidence collection, defense, legal review, approval, filing, follow-up, decision, appeal and closure.
Claims Litigation
10 stagesLawsuit receipt, original claim analysis, evidence, legal opinion, strategy, follow-up, hearing, decision, appeal/settlement and closure.
Numbers that matter
CaseFy vs. Traditional Core System
Built for the most regulated market
30-Day Regulatory Deadline
Automatic SLA with progressive alerts (15d, 25d, 28d) + Deadline Guard agent.
Regulation Traceability
Immutable timeline records every decision, document and action with author and timestamp.
Data Protection
90+ granular permissions protect sensitive policyholder data.
Audit Evidence
Timeline + documents + decisions: everything in one place, exportable in minutes.
Segregation of Duties
Who proposes ≠ who analyzes ≠ who approves. Automations enforce the chain.
AI Anti-fraud
AI agent compares claim with patterns: recurrence, timing, value vs. sum insured.
Use it with your core system. Not against it.
CaseFy doesn't replace your core system. CaseFy orchestrates claims, underwriting and compliance operations that core systems don't cover.
Integration via webhooks + Zapier/Make. Native integrations coming soon.
Insurance operations need more than a core system.
Start free with the Claims Regulation template. No credit card, no migration.
Free up to 3 users. Ready-to-use templates.