Skip to content

Claims teams

Give claims teams clearer investigation visibility.

Claims analysts and managers need timely information to support claims decisions. ClaimTrace creates a structured connection between the investigation process and the teams waiting for its outcome.

What you get

Current information, without asking for it

Where an investigation stands, what it has produced, and who is handling it — available when the claim file needs it.

Track Investigation Progress

Know whether an investigation is assigned, underway, submitted or awaiting review.

Access Investigation Outputs

Keep reports and supporting documentation connected to the relevant claim investigation.

Reduce Follow-Up

Provide structured visibility instead of relying on repeated status requests.

Improve Coordination

Create a clearer communication path between claims teams and investigation providers.

Status, in plain terms

Every investigation is in one of a few known states

No interpretation required — the stage a case is in is the same stage everyone sees.

Allocated

Assigned to an investigator and scheduled.

In field

Field work is underway and evidence is coming in.

In review

Submitted and going through quality control.

Submitted

Report delivered and available to the claim file.

Client portal

One place to check, instead of an email thread.

Claims handlers and analysts sign in to see the investigations attached to their files — progress, assigned team, documents and completed reports.

  • Live case progress
  • Assigned investigator
  • Documents and reports
  • Activity history

Get started

Spend less time chasing investigation updates

See how ClaimTrace keeps your claims team current on every investigation attached to their files.

  • Guided walkthrough
  • Built around your workflow
  • No obligation