Live demo · Blueprint No. 3407
Referral in. Invoice out. No retyping in between.
Claim Desk reads insurer referrals straight from the inbox. It sets every deadline from that insurer's service levels and texts claimants a link to book their own inspection. Assessors capture checklists and tagged photos on site. The report builds itself in the insurer's template and sign-off raises the invoice in Xero. Have a play: every button works.
- 01Check today
- 02Read referrals in
- 03Book an inspection
- 04Inspect on site
- 05Sign off a report
- 06Bill the insurer
This is the scaled-down version.
The real one is built around how your loss assessing firm runs: referrals read from Outlook or CoreLogic Claims Connect, each insurer's service levels, checklists, report templates and fee schedules, booking texts through MessageMedia, photos and scopes from CompanyCam, Matterport or Xactimate, documents in SharePoint, sign-off through DocuSign and invoices pushed into Xero or MYOB. It's hosted and looked after by the people who built it.
Talk to us about the real one →