Claims Pipeline
25-stage insurance restoration pipeline. Drag a claim card between stages; stages that do not apply can be skipped. All claims are fictional.
Demonstration data. All customers, claim numbers, policy details, addresses, carrier contacts, financial figures and communications in this module are fictional demonstration data.
Insurance Lead Received
232 Fictional Cedar Court, New Braunfels, TX 78130
Nationwide · NA-DEMO-64-3464-E
Date of loss 2026-05-13
Brandon · Priya · 18d in stage
Call homeowner and schedule inspection
Inspection Scheduled
245 Fictional Ridge Trail, Marble Falls, TX 78654
Travelers · TR-DEMO-65-3505-F
Date of loss 2026-06-16
Jake · Dante · 3d in stage
Confirm inspection appointment 24 hours prior
Claim Filed
362 Fictional Cedar Court, Comfort, TX 78013
Farmers · FA-DEMO-74-3874-C
Date of loss 2026-05-16
Brandon · Dante · 20d in stage
Confirm adjuster assignment with carrier
Adjuster Assigned
219 Fictional Cypress Way, Boerne, TX 78006
Liberty Mutual · LI-DEMO-63-3423-D
Date of loss 2026-06-10
Maria · Angela · 14d in stage
Schedule adjuster meeting
Adjuster Meeting Scheduled
206 Fictional Oak Pass, Bulverde, TX 78163
Farmers · FA-DEMO-62-3382-C
Date of loss 2026-05-07
Anthony · Dante · 10d in stage
Prepare inspection documentation package
Carrier Scope Received
375 Fictional Ridge Trail, Bulverde, TX 78163
Liberty Mutual · LI-DEMO-75-3915-D
Date of loss 2026-06-19
Jake · Angela · 5d in stage
Review carrier scope line by line
Scope Under Review
258 Fictional Creek Bend, San Antonio, TX 78255
Germania · GE-DEMO-66-3546-G
Date of loss 2026-05-19
Rachel · Angela · 7d in stage
Complete scope comparison and flag missing items
Supplement Drafting
271 Fictional Oak Pass, Boerne, TX 78006
Texas Farm Bureau · TE-DEMO-67-3587-H
Date of loss 2026-06-22
Anthony · Priya · 11d in stage
Attach code citations and photos
Supplement Submitted
214 Fictional Ridge Trail, Boerne, TX 78006
State Farm · SF-DEMO-58-4419-K
Date of loss 2026-05-28
Jake · Angela · 11d in stage
Follow up with State Farm desk adjuster on supplement response
Carrier Reviewing Supplement
193 Fictional Creek Bend, Fredericksburg, TX 78624
Allstate · AL-DEMO-61-3341-B
Date of loss 2026-06-04
Rachel · Priya · 6d in stage
Follow up with carrier — response overdue
Supplement Partially Approved
180 Fictional Ridge Trail, Boerne, TX 78006
USAA · US-DEMO-60-3300-A
Date of loss 2026-05-01
Jake · Angela · 2d in stage
Appeal remaining denied line items
Mortgage Processing
323 Fictional Creek Bend, Austin, TX 78749
Allstate · AL-DEMO-71-3751-N
Date of loss 2026-06-07
Rachel · Dante · 8d in stage
Submit endorsement documents to mortgage company
In Production
284 Fictional Cypress Way, Fredericksburg, TX 78624
Safeco · SA-DEMO-68-3628-J
Date of loss 2026-05-25
Maria · Dante · 15d in stage
Upload progress photos
Work Completed
336 Fictional Oak Pass, Boerne, TX 78006
Nationwide · NA-DEMO-72-3792-A
Date of loss 2026-05-10
Anthony · Angela · 12d in stage
Generate completion package
Recoverable Depreciation Requested
297 Fictional Cedar Court, Boerne, TX 78006
State Farm · ST-DEMO-69-3669-K
Date of loss 2026-06-01
Brandon · Angela · 19d in stage
Track carrier depreciation release
Final Payment Pending
310 Fictional Ridge Trail, Spring Branch, TX 78070
USAA · US-DEMO-70-3710-M
Date of loss 2026-05-04
Jake · Priya · 4d in stage
Collect final customer balance
Claim Closed
349 Fictional Cypress Way, Boerne, TX 78006
Travelers · TR-DEMO-73-3833-B
Date of loss 2026-06-13
Maria · Priya · 16d in stage
No action required
Showing 17 of 25 stages — empty stages are hidden. Stage tones: closed supplement