Keep claim follow-up organized without chasing every client manually
Replace scattered texts and inbox threads with client-visible tasks, timeline history, and configured SMS or email updates.
For public adjusters, independent adjusters, restoration contractors, and roofing teams.
Common follow-up problems on active files
- Document requests sent once and never tracked to completion
- Photo reminders buried in personal text threads
- Unsigned agreements with no clear view-before-sign audit trail
- Staff cannot tell what was last communicated to the client
- SMS and email scattered across devices instead of the claim timeline
How XactaClaim keeps follow-up on the file
- Secure PIN client portal checklist for client-visible outstanding items
- Work queue tasks for staff-owned next actions and due dates
- Tracked SMS and email updates when Twilio and Resend are configured
- Consent controls, STOP/HELP behavior, and portal links without PINs
- Agreement view-before-sign flow in the portal (beta — not a full e-signature platform)
- Claim timeline history for uploads, configured outbound messages, and phase changes
- Scheduled reminder workflows when notification scanning is configured during implementation
Reminder and automation language that stays accurate
Follow-up automation depends on workspace setup — not a default for every account.
- Staff can run client reminders from the dashboard when those tools are enabled
- Scheduled deadline reminders require notification scanning configured for your workspace
- Outbound SMS and email depend on carrier verification and documented client consent
- Ambiguous inbound messages route to human review — not silent auto-assignment
Communication 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.
SMS consent templates are informational examples — not legal or TCPA compliance advice. Delivery depends on carriers and Twilio verification; not guaranteed.
Frequently asked questions
See follow-up on the claim timeline
Explore SMS and portal workflows on the feature pages, or book a demo for configured communications setup.