From Incident to Resolution—All in One Place
Every incident has the potential to become a claim. IncidentVault connects your incident data directly to claims management, eliminating duplicate data entry and ensuring nothing gets lost in the handoff. Track claim status, monitor reserves, manage adjusters, and maintain a complete audit trail—all from a single platform.
Seamless Incident-to-Claim Conversion
Turn Any Incident Into a Claim With One Click
When an incident escalates, converting it to a claim should be effortless. IncidentVault automatically populates claim forms with existing incident data, reducing errors and saving hours of manual work.
- One-click conversion from incident to claim with all details transferred.
- Automatic policy lookup matches claims to the appropriate insurance coverage.
- Pre-filled forms reduce data entry by up to 80%.
- Maintain the complete incident history within the claim record.
Claim Status Tracking
IncidentVault provides full visibility into every claim's lifecycle.
Track claims from initial filing through investigation, negotiation, and settlement.
Customizable status workflows match your organization's claims process.
Dashboard views show claims by status, age, location, and assignee.
Automated status change notifications keep all stakeholders informed.
Reserve and Payment Management
Maintain accurate financial records for every claim with robust reserve and payment tracking.
- Set and adjust reserves as claim details emerge.
- Track indemnity, expense, and recovery reserves separately.
- Record payments with full line-item detail (legal fees, medical costs, settlements).
- Generate payment approval workflows with multi-level authorization.
- Associate payments with specific claims, cases, or policies.
Adjuster and Third-Party Coordination
Keep external parties in the loop without compromising security.
- Assign adjusters to claims with configurable access permissions.
- Share specific documents and notes with external partners.
- Track adjuster activities and communications in the claim timeline.
- Maintain complete visibility into who accessed what and when.
Subrogation and Recovery Tracking
Don’t leave money on the table. IncidentVault tracks recovery opportunities and subrogation efforts.
- Flag claims with recovery potential during intake.
- Track subrogation status and expected recovery amounts.
- Monitor recovery payments received and outstanding.
- Report on recovery rates by claim type, location, and adjuster.
Ready to get started?
Transform your claims process with IncidentVault. Start today with Free, Pro, or Enterprise plans.
Reduce claim cycle time
IncidentVault streamlines handoffs and automates notifications to close claims faster.
Improve financial accuracy
Real-time reserve tracking and payment management ensure your books are always current.
