Back to Features
Claims & Task Management
Overdue work that surfaces itself
Track claims and follow-ups with due dates and reminders, so overdue work shows up on the right person's list instead of getting lost in someone's inbox.
What You Can Do
Per-User Task Views
Every team member gets their own task list, with overdue items called out separately.
Automatic Overdue Escalation
Tasks past their due date are flagged for attention instead of silently aging.
Claims on the Policy
Claims are tracked directly on the policy they belong to, alongside the rest of that policy's history.
Renewals Queue
A rolling 90-day view of upcoming renewals keeps proactive outreach ahead of expiration dates.
X-Date Prospecting
Track competitors' renewal dates for prospects so outreach lands at the right moment.