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    Creating and Importing Claims

    A claim is the unit of work in Claimory: one car, one incident, one insurance interaction. Here is how to get one into the system, either fresh or imported from your estimate.

    app.claimory.io/claims
    The Claimory claims list with financial KPIs, filters, and active claims
    1. Step 1
      1

      Open the claims list

      Click Claims in the left rail. You get the master list of every insurance claim with a financial KPI strip (Active Claims, Revenue, Costs, Profit), search, status and carrier filters, and a sort control. Active and completed claims are grouped separately.

      app.claimory.io/claims
      The claims list showing the KPI strip, search and filters, and claim cards
    2. Step 2
      2

      Create a claim by hand

      Press New Claim and enter the customer, vehicle (VIN, plate, color), and carrier. Add your shop's RO number too if you use one; it's optional. The claim is ready to work. Use this path for a walk-in or a claim you are starting before the estimate exists.

      app.claimory.io/claims
      The New Claim dialog where you enter the customer, vehicle, and carrier by hand.
    3. Step 3
      3

      Or import the estimate

      From the create dialog choose Import Estimate. Claimory accepts a CCC ONE or Mitchell Cloud XML export directly, and an Audatex estimate as a PDF that the AI parses into line items. This pulls the dollar breakdown in so you are not retyping it.

      Tip. The connection is one-way import, not a live sync. You stay in your estimating platform to write estimates and bring them into Claimory to run the claim.

      In this step
      • CCC ONE and Mitchell Cloud: export the estimate as XML, then import.
      • Audatex: save the estimate as a PDF, then import (the parser reads it).
    4. Step 4
      4

      Set the status and key details

      A claim moves through statuses: New, Repairing, Supplementing, Investigation, and Waiting On Insurance, then Completed, Delivered, or Total Loss. Set the carrier, the arrived date, and the vehicle location so the team and the customer portal stay accurate.

      app.claimory.io/claims
      A claim detail screen showing status, customer, vehicle, insurance, and the financial summary.
    5. Step 5
      5

      Flag anything risky

      Add flags so the whole team sees a claim's situation at a glance: Potential Total Loss, Attorney Involved, Payment Issue, Parts Backorder, High Risk, or Investigation.

      app.claimory.io/claims
      The flag picker on a claim with options like Potential Total Loss and Attorney Involved.
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