Five companies, clearly separated
Keep each managed company’s claims, customers, adjusters, and reporting organized while retaining a combined regional view.
Secure multi-company claims operations
One clear view of every claim that comes in.
Regional Claims Hub keeps five managed companies, financials, adjuster communication, tasks, documents, and client requests connected—without mixing the records that should stay separate.
Clients enter only through a secure claim-specific invitation.
R
Live operationsRegional overview
All managed companies
128
Open claims
$486K
Outstanding
14
Due today
Claim activity by company
This monthCompany 0188%
Company 0272%
Company 0361%
Company 0447%
Company 0536%
Built for claim operations
The work stays connected from intake through payment.
Claim email in one place
Send and receive Gmail messages from the claim record, preserve the history, and keep adjuster contacts close at hand.
Reporting that stays current
Track open claims, days open, approved value, invoiced amounts, payments, outstanding balances, and overdue work.
Workflows built around your process
Create company-specific custom fields and statuses without forcing every operation into the same rigid workflow.
Team tags with follow-through
Mention teammates in claim notes, email the tagged user, and keep assignments visible beside the work.
A separate client upload experience
Invite customers to upload photos, documents, and signatures without exposing internal notes or company records.
Secure client portal
Clients can send what you need—not see what they shouldn’t.
Each invitation opens a claim-specific upload page for photos, documents, and signatures. Internal notes, financials, tasks, and other claims remain unavailable.
01
Invite
Send a secure claim link.
02
Upload
Collect files and photos.
03
Confirm
Receive signatures and timestamps.
Security is part of the workflow.
Public information, staff operations, and client uploads each have a clearly defined path.
Internal records stay behind authenticated staff access
Client links reveal only the requested upload experience
Company-specific records remain separated inside the hub
HTTPS protects every Regional Claims Hub connection