Claimory tells the right person the moment a claim moves
Claimory workflow automation for collision repair shops runs two ways. Built-in alerts reach the person who has to act on every new claim, estimate decision, status change, supplement, payment and stalled supplement, with no setup. Workflow rules your shop writes create a task, add a note, add a flag or alert the team when a claim or supplement moves.
No credit card. Works with CCC ONE and Mitchell.
What Claimory does on its own, claim by claim
- 01
A new claim is created
Every Org Admin and Manager in the shop hears about a new claim, except the person who created it.
“New claim created”
- 02
An estimate is marked Sent, Approved or Rejected
The person who created the estimate hears each of those three decisions as it is recorded.
“Estimate Approved”
- 03
A claim changes status
The claim owner hears about a status change unless they made it. Customers linked to the claim in the customer portal see the new status too, when the shop's Customer Notifications settings and the customer's own preferences allow it.
“Claim status updated”“Your repair is now: Repairing”
- 04
A supplement is added to a claim
The claim owner hears about every new supplement, with its amount and claim number.
“Supplement added”
- 05
A supplement waits too long on the carrier
Claimory checks every pending supplement each hour against the shop's warning, critical and escalation day counts: 7, 14 and 21 days unless the shop changes them in Settings. The warning goes to the claim owner, or to every Org Admin and Manager when the claim has no owner. Critical and escalated go to the claim owner and every Org Admin and Manager. Each level alerts once.
“Supplement waiting 7 days”“Supplement escalated: 21 days”
- 06
A supplement is approved
The claim owner hears when a supplement is approved, with the approved amount.
“Supplement approved”
- 07
A task is assigned
The person a task is assigned to hears about it, unless they assigned it to themselves.
“Alex Kim assigned you a task”
- 08
A payment is recorded
The claim owner hears about every payment recorded on the claim, with the amount and who paid.
“Payment received”
- 09
A claim is marked Completed
Customers linked to the claim in the customer portal get a vehicle-ready notice.
“Your vehicle is ready!”
Each person in a Claimory shop switches these alert types on or off in the Notifications section of their own Account page. One more thing Claimory writes on its own: when a Claim Audit runs, each qualifying finding becomes a task on that claim, and running the audit again does not duplicate it.
Write a rule once, Claimory runs it on every claim
A Claimory workflow rule pairs one trigger with one action and runs within about five minutes of the claim event. Org Admins and Managers build rules on the Workflow Automation screen, on Professional and up, and can pause every rule with one switch. Each rule's Logs show what it did over the last 30 days.
When this happens
Claim status changes
A Claimory rule runs when a claim moves to the status you pick: New, Repairing, Supplementing, Investigation, Waiting On Insurance, Completed, Delivered or Total Loss.
New claim is created
A Claimory rule runs on every new claim in the shop.
Supplement status changes
A Claimory rule runs when a supplement is marked the status you pick: Draft, Submitted, Pending review, Approved, Partially approved, Denied or Withdrawn.
Supplement waits past an aging threshold
A Claimory rule runs when the hourly aging check finds a supplement past the shop's warning, critical or escalation day count.
Claimory does this
Create a task
A Claimory rule creates a task with a title, a priority, a due date up to 60 days out, and the claim owner, the assigned estimator or nobody as the assignee.
Add a note
A Claimory rule writes a note on the claim, with fill-ins such as the claim number, the carrier and the customer name.
Add a flag
A Claimory rule adds one claim flag: Potential Total Loss, Attorney Involved, Payment Issue, Parts Backorder, High Risk or Investigation.
Alert the team in the bell
A Claimory rule sends a bell alert to the claim owner or to every Org Admin and Manager, never an email or a text to a customer or adjuster.
Six collision templates to start from
Follow up with the carrier
A claim waiting on the insurance company gets a follow-up task for its owner.
Track a submitted supplement
A supplement sent to the carrier gets a task to check on its approval.
Alert leads on a critical supplement
Owners and managers get a bell alert when a supplement crosses the critical aging threshold.
Review a denied supplement
The claim owner gets a bell alert when a carrier denies a supplement.
Final quality check
A claim marked Completed gets a quality check task before the vehicle is delivered.
Confirm drop-off on a new claim
Every new claim gets a task to call the customer and confirm the drop-off.
Stop finding out about a stalled supplement from the customer
Put your open claims in Claimory and the alerts start with the next claim event. See how supplement tracking and the customer portal work.