Demo Environment — all customers, addresses, jobs, financials and communications shown are fictional.

Insurance Claims

One claim record, one team, one timeline — from insurance lead through recoverable depreciation and final payment. All data is fictional.

Demonstration data. All customers, claim numbers, policy details, addresses, carrier contacts, financial figures and communications in this module are fictional demonstration data.

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Open claims

16

Active insurance files

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New claims this month

0

Opened since July 1

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Awaiting adjuster assignment

1

Filed, no adjuster yet

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Adjuster meetings scheduled

1

Next 14 days

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Carrier scopes awaiting review

2

Scope review queue

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Supplements in progress

2

Drafting or documentation

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Supplements awaiting response

1

Carrier follow-up due

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Approved supplement value

$29,100

Life-to-date approvals

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Recoverable depreciation outstanding

$79,502

Awaiting carrier release

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Mortgage checks pending

3

Endorsement or release

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Final payments outstanding

$111,602

All payment types

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Average days to claim completion

71 days

Closed claims

Insurance bottlenecks
Where claims are stalling right now (demo signals)
  • 7 supplements have had no carrier response for more than 10 days
  • 4 completed jobs are still awaiting recoverable depreciation
  • 3 checks require mortgage-company endorsement
  • 5 carrier scopes have not been reviewed
  • 2 adjuster meetings are missing required inspection documentation
Claims by current stage
Claims by insurance carrier
Claim value by month
Supplement requested versus approved
Average days in stage
Outstanding proceeds by type
Claims by sales representative
Claims by branch or territory