Claims Workflow
Know where every claim stands without asking.
Claims are where client relationships are won or lost. Most agencies track them over email. Book a free discovery call and we will show you what a structured claims workflow looks like in monday.com.
Every claim assigned from stage 1
Open claims dashboard for leadership
Client updates are automated
Does this sound like you?
We hear this from agencies every week
If any of these feel familiar, the system is broken, but fixable.
What the system looks like
The monday.com boards we build for this
Each board solves a specific problem in your policy renewals workflow.
The Problem
Your claims have no owner and no timeline.
When claims live in email threads, nobody has a clear picture of what is open, who owns it, or how long it has been sitting.
Each claim is a ticket with an assigned adjuster, a due date, and a status
Built-in SLA tracking maps directly to claim aging
Status changes automatically trigger a client-facing update
Gives leadership a real-time summary of all open claims by adjuster and average days open, with no inbox digging required.
Each claim is a service ticket, triaged, assigned to an adjuster, and tracked from first notice to close with automated client updates.
The Visibility
Leadership needs a live view of every open claim.
The answer to how many open claims do we have should never require an inbox search.
Total open claims, breakdown by adjuster, and average days open all in one view
Updated live as claims move through the workflow
Replaces the reactive status conversation with a proactive dashboard
The Transformation
Before and after working with Elevate
Real outcomes from agencies we've worked with.
Ready to fix your policy renewals system?
Start with the discovery call. Free, 30 minutes, and you will leave knowing exactly what is broken.