Built for

The teams that need this app.

Every role starts from the same installed system.

  • Insurance Operations teams

    Run daily insurance operations from shared tables, forms, and views.

  • Review and control

    Track ownership, status, exceptions, and handoffs across Assessments, Vendors, Payments, Claims.

  • Ready to adapt

    Tailor fields, views, roles, reports, and Proto workflows after install.

Built for scale

Structured enough to grow with the team.

Start quickly without blocking the path to production operations.

  • Multi-user by default

    Use roles and workspace permissions to let different teams operate from the same app.

  • Structured records

    Data lives in typed tables with views, forms, references, and audit-friendly history.

  • Workflow-ready

    Proto workflows can be connected to the schema and adapted after install.

  • API-accessible

    Use the app through UI workflows or API surfaces as your implementation matures.

Blank setup vs a published app.

Start from a working system instead of a blank canvas.

ConsiderationBeforePublished app
Starting pointBeforeBlank app, spreadsheet import, and manual setup.Published appPublished app copy with schema, views, forms, and defaults.
WorkflowBeforeProcess lives outside the system.Published appProto workflows can run beside the records they operate on.
IterationBeforeChanges require rebuilding the system from scratch.Published appEdit fields, views, permissions, and workflows after install.
AccessBeforeShared credentials or duplicated sheets.Published appWorkspace users, roles, and app-level permissions.

Install, adapt, operate, scale.

A practical rollout path from first click to real team usage.

  1. Day 1Install

    Create the app, inspect the included schema, and open the first records.

  2. Week 1Adapt

    Rename fields, add missing views, and connect the first Proto workflow.

  3. Month 1Operate

    Move real work through the app and refine reports from production usage.

  4. Quarter 1Scale

    Invite more teams, connect APIs, and standardize the operating model.

FAQ

Common questions.

What gets installed with Claims Processing System?

You get the published app structure for insurance operations, including tables such as Assessments, Vendors, Payments, Claims, Adjusters, configured views and forms, and available starting records.

Can we customize it after install?

Yes. Your workspace copy can be renamed and edited, including fields, tables, views, forms, roles, reports, and Proto workflows.

Is this a sample-only install?

No. This publication is configured for a full-data install so the copied app keeps the available configured starting data.

Claims Processing System

Install the published starting point. Adapt it to your operating model.

A claims operations platform for handling first notice of loss, assessments, reserves, settlements, recovery, and subrogation. It helps claim handlers reduce cycle time, track financial exposure, and coordinate adjusters and vendors.

Start free See live preview

The installed workspace is a separate, editable app copy.

Insurance

From the same catalog neighborhood.

Browse the catalog
Insurance Insurance Core System A policy administration platform for insurers to manage products, quotes, underwriting, policy issuance, premiums, claims, and reinsurance exposure. It gives operations, underwriting, and finance teams a shared system of record for the full insurance lifecycle. Insurance Insurance CRM A CRM for insurance agencies and carriers to manage agents, prospects, policyholders, opportunities, campaigns, renewals, and cross-sell activity. It helps sales and distribution teams grow premium, track pipeline, and improve retention. Insurance Actuarial Analysis Platform An actuarial analytics workspace for managing risk models, pricing studies, reserving triangles, assumption sets, portfolios, and experience studies. It helps actuarial teams govern analyses, compare scenarios, and document decisions for stakeholders. Insurance Insurtech Comparison Platform A production-grade insurance marketplace for comparing quotes across carriers, converting selected quotes into instant purchases, and managing issued policy documents in a secure vault. Built for operations, broker, carrier, and customer success teams to coordinate applications, pricing, bind decisions, payments, and document fulfillment. Insurance Group Insurance Admin An employer benefits administration platform for managing group insurance plans, employee enrollment, premium billing, claims intake, and renewal operations. Built for HR administrators, benefits brokers, finance teams, and carrier operations to keep enrollments, invoices, eligibility, and claims synchronized. Insurance Travel Insurance System A travel insurance operations system that connects trip bookings to policy issuance, claims management, and emergency assistance workflows. Built for travel agencies, assistance coordinators, claims adjusters, and insurance operations teams to support travelers from quote through incident resolution. Insurance Crop Insurance Platform An agricultural insurance platform for managing growers, farms, crop policies, weather events, damage assessments, and claim settlement. Built for agribusiness insurers, field adjusters, underwriters, and claims teams to connect weather intelligence, acreage exposure, inspections, and indemnity decisions. Insurance Marine Insurance System Marine Insurance System supports cargo policy issuance, shipment tracking, claims, surveys, and broker or underwriter operations. It helps marine insurance teams manage policies from quotation through voyage monitoring, incident assessment, settlement, and portfolio reporting.