Claimory is the management layer for collision shops. Workflow automation lets the office manager build a working rule in under two minutes from a visual picker: choose a collision-specific trigger (supplement submitted, carrier silent 48 hours, photo uploaded, parts delayed) and chain an action (assign a task, draft an email, move stage, alert the owner). No code, no Zapier, no developer. Core triggers ship on every paid plan starting at $49 per month per location.
Pre-built triggers tuned for how collision claims actually move: supplement submitted, supplement goes 3 days without response, photo uploaded to a claim, claim moves stage (teardown, parts on order, in paint, ready for pickup), carrier silent for 48 or 72 hours, customer hasn't signed the authorization, parts delayed past expected date, claim aging past X days with no update, and task overdue. Every trigger is what an office manager already watches for, only without the sticky note.
Pick a trigger, pick an action, save. Multi-step rules (trigger fires, send email, wait 24 hours, alert owner if no reply) are supported on Professional and above. Conditional logic (only fire if claim total over $5K, only fire for State Farm) is configurable from the same picker. The office manager who has never written a line of code builds working rules in 2 minutes.
Assign a task to a specific team member, send an internal alert, draft an adjuster follow-up email (AI-written, you approve), draft a customer status update, move the claim to the next stage automatically, alert the owner on a high-dollar supplement, log a timestamped note to the claim timeline, update a custom field, change priority, or trigger a follow-up rule after a delay.
Internal actions (assign a task, move a stage, alert the owner) auto-run. Anything going to a customer or adjuster drops into your draft inbox with the AI-drafted message ready for review. The owner approves every outbound message before it leaves. Nothing auto-sends to a customer or carrier without explicit human sign-off, which matches the AI never-auto-send rule across the platform.
Office manager walks in at 7:30am. Three rules have already fired overnight: a Geico claim hit 48 hours of silence, AI drafted the follow-up email; a parts delay triggered a customer ETA update draft; an unsigned authorization on a Friday-old claim drafted a polite reminder. She reviews the three drafts, edits one, sends all three. By 7:45am the day's at-risk follow-ups are already moving instead of waiting until she finds time at noon.
Claimory's automation covers the work inside the shop: claims, supplements, tasks, customer updates, adjuster follow-ups. Cross-system connectors (Zapier, Make, public REST API) are not part of the platform today. CSV export is available on every plan and built-in inbound webhooks (Stripe, SMS provider) handle the integrations Claimory ships with. The triggers inside Claimory are where the day-to-day time savings live.
No. Every rule is built from a visual picker: choose a trigger (supplement submitted, photo uploaded, claim status changed, carrier silent for 48 hours, customer hasn't signed) and an action (assign a task, send a reminder, draft an email, move the claim stage, alert the owner). No scripts, no webhooks, no developer needed. The office manager can build a working rule in under two minutes.
Pre-built collision triggers: supplement submitted, supplement goes 3 days without response, photo uploaded, claim moves stage, carrier silent 48 or 72 hours, customer hasn't signed authorization, parts delayed past expected date, claim aging past X days, task overdue. Every trigger is tuned for how collision claims actually move.
Both. Start from a pre-approved template library written for collision workflows, or build a rule from scratch by picking any trigger and chaining any action. Multi-step rules (trigger fires, send email, wait 24 hours, alert owner if no reply) are supported on Professional and above.
Claimory's built-in automation covers the work inside the shop: claims, supplements, tasks, customer updates, adjuster follow-ups. Cross-system connectors (Zapier, Make, public REST API) are not part of the platform today. CSV export is available on every plan, and built-in inbound webhooks (Stripe, SMS provider) handle the integrations Claimory ships with.
You choose. Every rule has a send mode: auto-send (for pure internal actions like assigning a task or moving a stage), or draft-and-review (for anything going to a customer or adjuster). Adjuster follow-up emails and customer status updates default to draft-and-review. The owner approves every outbound message before it leaves.
Starter at $49 per month per location includes core triggers and simple one-step rules. Professional at $129 unlocks the full rule builder, multi-step sequences, conditional logic, and every pre-built collision template. Elite at $349 adds advanced role permissions and dedicated onboarding for the rule builder. No per-rule fees and no caps on how many times a rule can fire.