Made for all your claims management needs. The CRM is designed so it can be changed to fit your company.
We cater to PA's, not the entire world. The smaller niche market means you get personal support, whenever, wherever you need it.
Forget being buried in paperwork. Simply upload your documents to Claims Force, the rest is easy. Do more of what you love.
While compromising nothing on the features front, we pass the savings from our simple layout on to you. No fluff, just functionality.
Assign account managers, manage tasks, communicate with vendors, and make life simple for you and your accountant.
Claims Force integrates with various apps that you already use, such as Google Maps and Calendar.
“I've been using Claims Force for over a year and it has been an absolute boon for my business! I've been able to automate so many processes including emails, follow ups, and payments. The call recording and email templates have been especially helpful. ”
“The features of Claims Force are geared exclusively towards PA's, this is what attracted me most to it. Being able to segment my business, separate claims, clients, and leads makes things much easier for me. I will be using Claims Force for the foreseeable future. ”
“Love Claims Force! Best CRM for PA's that I've seen. I was using another CRM previously but Claims Force provided all the same bells and whistles at a fraction of the cost. ”
Yes! When you add an email address to Claims Force, you can send emails from inside the CRM. No need to go to a separate inbox on another tab! You can also view all incoming emails in the CRM and receive notifications directly from Claims Force.
When you pull up a claim or client, you will see all history of communication with that person. You will also be able to assign other coworkers to certain follow up tasks, or schedule them yourself. The CRM will prompt you when the time comes to follow up!
You can actually make calls and texts from within the CRM! No need to log them by hand, Claims Force does it automatically! Simply click on a contact phone number, the CRM will call your phone, start the recorder, and then call your client.
You can be up and running with Claims Force in as little as 24 hours. Your CRM pro will walk you through a demo and make any necessary customizations to ensure you're off to the races!