From first contact to file closure

A clear workflow for every claim.

xClaim guides the team through each stage and keeps missing information, documents, and next actions visible.

1

Create the claim

Start from the first customer contact and register the essential incident information.

Example

Customer name, incident date, claim type

2

Add people and vehicles

Capture claimant, driver, owner, vehicle, and insurance details in a structured format.

Example

Claimant, vehicle, insurer, policy

3

Register the notification

Track whether the claim has already been notified and what actions are still required.

Example

Notified to insurer — pending confirmation

4

Collect documents

Upload and organize identity documents, driving licence, registration certificate, accident report, and supporting files.

Example

ID, licence, registration, amicable report

5

Add photos and evidence

Keep vehicle photos, damage evidence, and supporting media in the same claim file.

Example

Vehicle photos, damage close-ups

6

Review what is missing

xClaim highlights incomplete information, missing files, and blocked steps.

Example

2 documents missing — photos not started

7

Continue to resolution

Coordinate communication, activities, documents, and the final steps required to close the file.

Example

All steps complete — ready to close

Built for experienced operators — and for new team members.

The guided workflow reduces the knowledge gap between senior and junior staff.

Less reliance on memory

The system tracks what is done and what is next — no need to remember every step.

Standardized process

Every claim follows the same structure, regardless of who handles it.

Easier onboarding

New team members can work productively from day one with guided steps.

Control preserved

Experienced operators keep full control and can override or adapt as needed.

Schedule a workflow demonstration.

Schedule a demo