Track missing claim documents before they slow the file down
Stop rebuilding document chase lists from memory. Keep client-visible requests, uploads, and follow-up context on the claim file.
For adjusters and teams chasing documents and photos from clients.
Common missing items that stall claim files
- Policy declarations, endorsements, or prior carrier letters
- Interior and exterior damage photos with enough context
- Contractor or public adjuster estimates and supplements
- Receipts, invoices, and paid bills for contents or mitigation
- Mortgagee or loss payee details and lender correspondence
- Prior claim history or prior carrier communications
How XactaClaim helps you close the gaps
- Secure PIN web client portal with client-visible outstanding items
- Document and photo uploads attached to the correct claim file
- Copyable document request templates for email or portal messages
- Notification preferences when SMS or email is configured and consented
- Claim timeline history for uploads, messages sent, and phase updates
- Staff work queue tasks for internal follow-ups that stay off the portal
Launch reality for agency-wide lists
Individual claim files are always the source of truth. Agency-wide views prioritize recent work at launch.
- Open the claim detail page to see every outstanding item on that file
- Work queue and dashboard lists prioritize recent activity — not every historical agency record at once
- Use client-visible portal tasks so insureds see what you intend them to complete
- Pair templates with portal links (URL only — never the portal PIN in SMS)
Workflow 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.
Document checklists and templates are general workflow aids — not legal, coverage, engineering, tax, or compliance advice. Customize requests for your jurisdiction and carrier requirements.
Frequently asked questions
Start with templates and a structured file
Copy document request language from our templates, then track client-visible items in the portal — or start free with one claim credit.