CLAIMS MANAGEMENT

Claims Management For Insurance Agents.

Post claim is the highest retention risk moment. ALE automates FNOL intake, status updates, and retention follow up so claimants stay your clients.

CLAIMS KILL RETENTION IF MISHANDLED

Claims Kill Retention If Mishandled

A poorly handled claim means the client shops at renewal. Manual status updates and phone tag burn producer hours and erode trust.

FNOL Chaos

Client has a claim at 10 PM, calls producer cell, producer forgets details by morning.

No Status Visibility

Client calls weekly for claim updates. Producer calls carrier, calls client back. Hours lost.

Post Claim Churn

Without retention follow up, 25 percent of claimants shop their policy at renewal.

THE CLAIMS PLAYBOOK

The Claims Playbook

01

FNOL Self Serve

Client reports claim via portal or SMS. Details captured 24 by 7.

02

Auto Carrier Notification

FNOL submission notifies carrier claims adjuster automatically.

03

Status Update Automation

Claim status syncs from carrier, client gets SMS updates weekly.

04

Claim Closed Check In

Post close, auto SMS asks for feedback and reassures client.

05

Retention Drip

30, 60, 90 days post claim, retention drip touches client.

06

Review Generation

Post positive claim close, Google review ask fires.

WHO THIS FITS

Who This Fits

Solo Producers

Handling claims in between quoting new business, need automation.

Small Agencies

Shared claims workflows across multiple producers.

P and C Focused

Auto and home claim volume needs systematic handling.

Commercial Brokers

Workers comp and property claims with carrier adjuster handoff.

PACKAGE FIT

Claims Packages

Launch: $497 per month

FNOL self serve, status update automation, post close check in, retention drip.

  • Core CRM
  • FNOL self serve portal
  • Status update automation
  • Post close check in
  • Retention drip
SEE PACKAGES

Keep Claimants Yours Forever.

Book a 20 minute demo. We will show you the claims engine, retention drip, and post close check in stack.