claims management Software

Manage your claims in a way you never thought possible with ClearRisk's Claims Management Software

ClearRisk's Claims Management software on two computer monitors

With our claims management software you can expedite internal processes with automation, allocate premiums across assets, report on trends and losses, produce statements of values, customize built-in workflows, and communicate with internal and external sources.

Choose from various methods of claims management data intake such as user entry, remote web portal submission, and direct interface with external service providers. Combining several data sources into this centralized repository eliminates redundant manual data entry and allows you to uncover trends and drive cost-saving risk management initiatives.


Improve Your Claims Process

Claims Management Software

Claims Management Administration

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One claim can involve several parties and multiple systems. Our claims management software eliminates complication by integrating with current processes and pulling all data into a centralized database. Remove redundant, low-value tasks and focus on proactive mitigation strategies that will save money.

Premium Allocation & Policy Management

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Automate time-consuming policy management processes and allocate premiums across departments or locations to get an accurate picture of costs, monitor certificates data, and renew upon expiry. Enable workflows to send automatic notifications when you reach deductible levels, aggregate limits, and more. Attach supporting documentation directly onto policy records, increasing the efficiency of renewal.

Document Management

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Our claims management software will attach supporting documentation and notes to any record, allowing for full transition to a paperless environment. Upload files directly or electronically via email into the document database, which is then searchable by title, subject, or content for quick retrieval. Export and share documentation with outside parties in one click.

Organizational Hierarchy

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Our claims management software allows you to create customizable systems that can handle any hierarchy and host an unlimited number of levels. Track claims and run reports summarized by the appropriate department or division, allowing effective reporting on the costs and activities of specific business units.

Property Management

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Store unlimited property and location data. All COPE, locations, contractors, inspections, and values can be housed within individual properties. Associate all claims and incidents for quick retrieval, savings weeks of time during reporting and renewal.


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Automate and enhance fleet management operations by managing data from a single system and eliminating redundant manual entry. Efficiently report on claims, incidents, and employees involved with specific equipment. Enable automated triggers for repeat offenders to lower claim costs and strengthen safety measures.

Online Web Portal

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Immediately capture data from any smart device with our online data intake tool. This collection method is proven to increase data integrity and capture all necessary information. Mandatory fields and remote access eliminate in-house data entry and make data available for instant analytical reporting, uncovering previously unknown high-risk areas.


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Take the guesswork out of data analytics. With our claims management software you will reduce costs and improve safety by drilling down to specific claims, incidents, events, and locations. Modify pre-built report templates such as summary, ad-hoc, TCOR, as-of dates, loss ratios, and claim and incident trends, or create customized reports from scratch with an unlimited number of filters and tools to dissect data. Export reports to PDF or Excel to share outside the platform, or automatically send emails based on schedules or trigger events.


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Combine claims data from all modules to efficiently identify areas that require further attention with customizable graphs and charts. When reporting on claims, incidents, trends, assets, or policies, you can quickly receive a snapshot of initiatives and measure their effectiveness.

Data Migration

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We understand the importance of historical data and enforce strict data integrity rules during implementation. We’ll work with you to clearly define internal processes and understand data relationships. We can migrate data from various internal systems, spreadsheets, 3rd party software providers, or past and current service providers such as TPAs, adjusters, and carriers.


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Our implementation is a thorough process that enables maximum efficiencies and customized workflows to adhere to any internal environment. Our team will work closely with you to define the end goals, system set-up, and customization. We provide project timelines with crucial milestones and desired end dates to keep the project on track.


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Business functions and output flourish when automation is enabled and redundant tasks are eliminated. We understand that technology maximizes efficiency and can significantly impact an organization as a whole. Our system accepts data feeds in and out of the platform to communicate with in-house accounting, HR, and payroll systems; adjusters, TPAs, and carriers; workers’ compensation providers and agencies, and more.


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Security at ClearRisk is of utmost importance and we realize it’s a big concern for organizations looking to move their data to the cloud. We take great pride in working with our partners to provide the most secure platform available. Contact us to request our Security Program documentation detailing Application Security, Data Centre Security, Compliance and Certifications.