Transform your Claim Management

Transform your business

With unrivaled speed to market, our solution eliminates legacy software issues, reduces implementation costs by over 60%, and transforms the way you process claims, today, and into the future.

Get Your Claims in the Cloud

With ClaimVantage

Our claim management software solution is state-of-the-art and designed to process both group, individual, and worksite life and health products on one digital platform. Supporting a broad range of policy benefits, the software leverages a claimant-centric approach to help you deliver a superior customer experience with efficiency and accuracy.

Our cloud-native claims solution is hosted on the secure Salesforce Lightning Platform, and has a user-friendly interface, with deep functionality built by industry experts that will change the way you process claims today and into the future.

Claim Management Software

Our Claim Management Software supports the full life cycle of a claim, from intake through to payment calculation. This claimant-centric process drives accurate and timely claim decisions. Designed with efficiency and usability in mind, our solutions minimize the number of screens a user needs to navigate to process a claim.

Key Features

Claim Management Software

One Central

To manage individual, group
and worksite benefits

Deep Configurability

low code solution

Reduce Operational

Increase efficiency
by 30%

No More Manual

Automate workflows
and tasks

Gain More

Improve Claim Insights

Insurance Plans


North America

Group, Individual, and Worksite/Voluntary Benefits

  • Short-Term Disability (STD)
  • Long-Term Disability (LTD)
  • Life (Whole, Term, and Universal)
  • Accidental Death and Dismemberment (AD&D)
  • Life Waiver of Premium
  • Critical Illness
  • Hospital Indemnity
  • Accident
  • Cancer
  • Wellness

Better Customer Experience

With a self-service portal

Enhance the customer experience for policyholders and claimants, providing them with access to real-time information 24/7, at their own convenience, using a mobile device, tablet, or computer.

Verified by user testing, the ClaimVantage Portal is designed to guide the user through claim creation, easily upload and download required documents, and provide real-time updates between the back-end claim system and the portal, improving the experience for all system users.

Improve Operational Efficiency

by 30%

Replacing your legacy system with our cloud-native solution can improve your operational efficiency by up to 30%, by:

  • Replacing paper with electronic files.
  • Reducing the number of systems to access to process a single claim.
  • Replacing manual steps with automated workflows and tasks.

Life Cycle

Of a claim

Claim Intake

The claim intake ‘wizard’ guides the user with reflexive questioning to ensure the necessary data is collected to create a claim. This process can be configured to meet your specific business needs.

Once created, a claim can be manually or automatically assigned to a user or team on pre-defined criteria such as geographical location, or team structure.


Introduce automated workflows to auto-adjudicate claims based on specific rules. These rules can be configured to process claims based on a number of fields, including the benefit type, eligibility status, or payment specification. Introduce assignment rules with due dates to keep claim durations on track. All auto-adjudication rules and workflows can be configured, depending on the level of automation you would like to introduce to your claims.

Workflows and

  • Automate your communication workflows using auto-adjudication.
  • Auto-generate tasks to help your team manage their work.
  • Create and send timely letters, emails, and SMS to policyholders.

Case Management

The case management journal is the ‘heartbeat’ of the claim. Based on the traditional paper file, the journal is divided into several categories for easy access to various sections, such as benefits, policy, and claim information, where claim assessors can:

  • View benefit claimed details.
  • Initiate an approval process when the benefit claimed status changes.
  • Write a detailed synopsis.
  • Document an action plan and next steps.
  • Review and re-run eligibility rules.
  • Attach forms and documents.
  • Add and review notes in various categories.
  • Document and view information in many sub-categories.
  • View claim status and metrics.

All information in the journal can also be easily exported in PDF format.


Payments are calculated based on the claim, policy, and benefits information provided. Whether you want to consolidate payments, set up automated scheduling, or make a lump sum payment, the software can be configured to meet your needs. Depending on your business process, the payment calculation options can be configured to allow claim level or beneficiary payments.

Claim Management


Absence Management


Accommodation Management




Learn More About

Our claim management software

Take A Look At Our Case Studies

We’ve helped global insurance carriers, TPAs, and large employers to digitally transform their benefits administration; by introducing digital files stored on one central platform, integrating external systems to improve the flow of information, and introducing auto-adjudication to improve operational efficiency.

Learn More

Find Out Exactly How Our Software Can Help

Why not request a demo of our software and see our user-friendly platform can transform your business?

Request A Demo

Key Features

Claim management software

 One Solution for Managing Multiple Lines of Business


  Configurable Automated Workflows

 Configurable Automated Tasks

 Configurable Auto-Adjudication

One Solution for Managing Multiple Lines of Business

  • Increase efficiency by managing both group and individual lines of business across multiple benefits on one platform.
  • Improve your resource allocation to increase your team’s productivity.
  • Share pertinent documents and details at the claim level with your team to eliminate duplication.


  • Map your business processes and organizational structure into the platform.
  • Reduce costs associated with custom code development to support your specific processes.
  • Point and click configuration allows your system administrators to take control.

Configurable Automated Workflows

  • Minimize the keystrokes and screens for your users to maximize productivity.
  • Increase accuracy by reducing the likelihood of human error.

Configurable Automated Tasks

  • Automatically recognize jurisdictions with statutory disability laws.
  • Ensure the right person is doing the right thing at the right time.
  • Quickly adapt to business process changes.

Configurable Auto-Adjudication

  • Increase efficiency and reduce operational effort.
  • Improve claim turnaround times.
  • Reduce potential human errors to increase accuracy.

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