Integrations and connections
What connects to the claim file today, and what is planned. Everything under the first heading ships now; the second heading names what does not, and says so.
The ways a file arrives, the ways people hear about it, and the invoice that closes it.
Email-to-File
A monitored inbox turns assignment emails into files — client matched, attachments captured, correspondence threaded, first task created.
Email is where most carrier and IA work still arrives, and where it goes quiet — visible to one person, countable by nobody. Email-to-File reads the assignment, finds the client, opens or matches the claim, captures the attachments, and starts the workflow.
Website intake forms
Embed a form on your own site. A submission opens a claim file with the fields you asked for, routed to the workflow you chose.
The form lives on your site, in your brand. What it collects, which workflow it feeds, and what happens on submission are yours to configure.
- Which fields appear, and which are required
- Which client workflow the submission opens into
- The documents and photos a submitter must attach
- The opening status, owner, and first task
- The confirmation the submitter receives
SMS text messages
Transactional texts to insureds and contacts — appointment confirmations, reminders, reschedule and cancellation notices, and scheduling links.
Email notifications: Assignment alerts, status updates, review requests, and follow-ups to your team and your clients.
Client Portal
Give clients a dedicated ClaimFileHQ link where they can follow the progress of their appraisal, claim, or file — and choose how they want to hear about it.
Clients see the status, the appointment, and the milestones. Your notes, correspondence, and internal workflow stay inside ClaimFileHQ.
Billing & invoicing
Invoices raised per file or per assignment, with outstanding balances tracked through closeout.
Two connections that are planned and not yet available.
Planned estimate and assignment syncs. Neither is available today, and neither has a release date — please do not purchase on the expectation of one. Xactimate is a trademark of Verisk Analytics and CoreLogic is a trademark of CoreLogic, Inc.; neither company is affiliated with, nor endorses, ClaimFileHQ.