Claim record
At every step.
If you work with public bodies, we can integrate SPID, CIE and PagoPA where required. Businesses in Milan, Padua and Rome usually want this running before the next VAT return, so the scope follows how your team really works. 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.
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.
At every step.
Save time.
Fewer errors.
In one record.
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
We build the solution to fit your hotel and connect it to your existing systems.
We test with real workflows, train your team and only go live when everything is right.
The assessment and decision on a claim belong to the insurer; the system provides tracking and a communication record.
It depends on the channel the insurer offers; otherwise a ready document is sent by email.
Policy management for insurance and financial advisors in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreDocument management for insurance and financial advisors in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
Learn moreClient portal for insurance and financial advisors, built for Italian SMEs in Italy: fixed-price quote in EUR + VAT, GDPR-compliant.
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