Keep claim communication organized with opt-in SMS and email updates
Send tracked client updates from the claim file when Twilio and Resend are configured — with consent controls, portal links that never include PINs, and claim history for preference changes.
Built for public adjusters, independent adjusters, and claim teams.
Outbound SMS, MMS, and email
- Send client updates from the Communications tab when messaging and email are configured for your workspace.
- Portal-link SMS includes the secure web portal URL only — never the portal PIN or phone access code.
- Delivery status can appear on the claim timeline when Twilio status callbacks are configured — not a delivery guarantee.
Consent and client preferences
- SMS/MMS requires client opt-in and adjuster attestation language at send time when enabled.
- Clients can manage SMS and email notification preferences in the secure PIN client portal when offered.
- Preference changes can be recorded on claim history so staff see what changed and when.
STOP, HELP, and inbound handling
- STOP and HELP behavior follows your Twilio messaging configuration and published SMS consent disclosures.
- Inbound SMS and MMS from matched client phones can land on the claim timeline; ambiguous matches route to human review.
- Email replies to client messages are not captured in-app today — plan follow-up outside the thread if needed.
Messaging expectations
XactaClaim provides organization, automation, document review, and AI-assisted analysis tools. It does not provide legal advice, insurance coverage determinations, claim payment guarantees, or professional adjusting services. Outputs should be reviewed by qualified professionals.
Messaging requires Twilio and Resend configuration, toll-free or 10DLC verification where applicable, and valid client consent. XactaClaim does not guarantee carrier delivery.
Frequently asked questions
Keep client updates on the claim file
Book a demo for Twilio and Resend setup guidance, or start free to explore the workspace Communications tab.