Everything you need to manage claim files.
XCLAIM brings claim file management, document handling, team collaboration, and AI-assisted review into one secure platform.
Claim file management
Centralize all claim files in one structured workspace with reference IDs, statuses, and priorities.
No more scattered folders or lost files — everything is searchable and organized.
Example: Create a claim file for an RCA case, assign it to an operator, and track it from intake to closure.
Guided claim creation
Step-by-step wizards guide operators through claim creation with checklists and validation.
Reduce errors and ensure consistency across all claim files.
Example: A new operator follows the guided workflow to create a CASCO claim without missing required fields.
Document management
Upload, categorize, and retrieve documents within each claim file. Support for photos, PDFs, and reports.
All documents are linked to the right claim and instantly accessible.
Example: Upload photos of vehicle damage and attach the police report to the same claim file.
Incident reports
Create structured incident reports linked to claim files with date, location, and party details.
Standardize incident documentation across your team.
Example: Record the circumstances of an accident and link it directly to the associated claim.
Workflow tracking
Track each claim through customizable statuses: New, Reviewing, Contacted, Qualified, Demo Scheduled, Won, Lost.
Always know where each file stands and what needs attention.
Example: A manager filters all claims in 'Reviewing' status to prioritize follow-ups.
Tasks and notifications
Assign tasks to team members and receive notifications for deadlines and status changes.
Nothing falls through the cracks.
Example: An operator gets a notification that a document is missing from a claim file.
Team collaboration
Share notes, assign leads, and collaborate within each claim file. Full audit trail of all actions.
Teams stay aligned without endless email threads.
Example: Two operators work on the same claim file, each adding notes and updating the status.
Vehicle and policy data
Store vehicle details, policy information, and party data in structured fields within each claim.
Quick access to critical information without digging through documents.
Example: Look up the policy number and vehicle VIN directly from the claim file.
Reports and visibility
Dashboard with KPIs: new leads, contacted, won, lost, and trends over time. Export data as CSV.
Make data-driven decisions about your claims operation.
Example: A manager reviews the monthly win rate and identifies bottlenecks in the pipeline.
AI-assisted review
AI helps operators identify missing information, verify document consistency, and flag potential issues.
Speed up review times and catch errors before they become problems.
Example: AI highlights that a damage photo doesn't match the described incident location.
Security and audit trail
Every action is logged. HMAC-signed admin sessions, rate limiting, and secure data handling.
Compliance-ready with full traceability of who did what and when.
Example: An auditor reviews the complete history of status changes and notes on a claim file.
Integrations readiness
Designed to integrate with insurance APIs, document storage, and communication tools.
Connect XCLAIM to your existing systems when ready.
Example: Pull policy data from an insurer's API directly into a claim file (planned).
A correct file starts with a clear process.
xClaim turns a complicated process into a sequence of easy-to-follow steps. New staff can work faster, while experienced operators keep full control over the entire file.
- Steps adapted to file type
- Mandatory information verification
- Alerts for missing documents
- Complete activity history
- Clear ownership and next step
CLM-2026-0841
BMW X5 · Andrei Popescu
Intelligent assistance, controlled by your team.
xClaim uses AI to help operators identify information, verify document consistency, and reduce repetitive work. Important decisions always remain under human control.
Assisted extraction from documents
AI reads and extracts key data from uploaded documents to save manual entry.
Missing information detection
Identifies required fields or documents that haven't been added to the file yet.
Inconsistency flagging
Highlights mismatches between documents — like VIN, plate number, or owner name.
Communication and document drafting
Prepares repetitive communications and standard documents for operator review.
Document analysis
Certificate of registration
AI assists the process. The operator verifies and confirms all information.
Transform how your team manages claim files.
Discover a clearer, faster, and easier-to-track process — from the first document to file closure.