Claims Servicing for insurance brokers

A claim is often the moment a client's trust in their broker matters most. Claims Servicing is one of the six core capabilities inside PolicyIQ | One, alongside POSP Management, Sales CRM, Policy Management, Renewal Management and Finance Controls.

Without a shared system, claims tend to be tracked through calls, emails and paper files, leaving clients uncertain about status and brokers reconstructing history from memory. Claims Servicing keeps every claim visible against the same record used for the rest of that client's relationship.

What challenges does Claims Servicing address?

• Claims tracked across calls, emails and paper files
• Clients left without updates while a claim is in progress
• Coordination with insurers handled inconsistently
• No single view of claims status across the business

How does Claims Servicing fit into PolicyIQ | One?

Claims Servicing works from the same policy record created in Policy Management, so a claim is always tied to accurate policy details. PolicyIQ | One integrates with insurer systems through PolicyIQ | Gateway, connecting claims coordination to the insurer systems and partner tools a brokerage already relies on.

What does Claims Servicing include?

• Claims tracked from first intimation (FNOL) to closure
• Status updates connected to the same client and policy record
• Coordination points with insurer systems through PolicyIQ | Gateway
• Visibility into open claims across the business

What outcomes does Claims Servicing support?

• Clearer client communication during a claim
• Faster claims coordination with insurers
• Management visibility into claims status and volume

Related PolicyIQ | One capabilities

• Policy Management — the policy data every claim is tracked against
• Finance Controls — financial visibility once a claim is settled
• Back to the PolicyIQ | One overview