Claim record
At every step.
Hotel feature
Claims tracking: for insurance and financial advisors
The client’s claim report is recorded, passed to the insurer and followed step by step. Documents are added and the client is kept informed of the status.
- English and the community languages your customers speak
- AUD, GST and local levies
- Data protection under revPrivacy Act
The client is not left alone in a claim
The claim report is linked to the policy; required documents are listed and requested from the client. Replies from the insurer are logged, reminders open for pending steps and the file is updated when the outcome is closed.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Australian specifics
The assessment and decision on a claim belong to the insurer; the system provides tracking and a communication record.
Frequently asked questions
Is the claim sent directly to the insurer?
It depends on the channel the insurer offers; otherwise a ready document is sent by email.
Related topics
Policy management
Policies are listed with insurer, product, premium and term; active, up-for-renewal and ended policies appear separately.
Learn moreDocument management
Policies, offers and correspondence are filed in the client record; they open by permission, versions are kept and documents are searchable.
Learn moreClient portal
After a secure login the client sees their policies, documents and appointments and can report a claim and upload documents.
Learn more