Receive and qualify
Capture the claimant, incident, policy or program reference, date, location, amount and missing information before promising progress.
CLAIM OPERATIONS
Claims management software for evidence-led decisions and accountable follow-through
Move insurance, warranty, damage and service claims from first report to a supported decision and complete follow-through without losing the evidence, owner or next action.
The populated App includes insurance losses, workers compensation, a product warranty claim and a service-recovery request across normal, blocked, approval-pending, closed and reopened states.
Free for up to five users. No credit card required.
Adapt fields, workflows, and dashboards without code. Explore 1,000+ app templates and use cases
The gallery shows populated sample data in Jodoo. Open a view to inspect the records and decisions, then install a copy to adapt fields, roles and workflow.
Multiple claim typesinsurance, warranty, damage and service
1 workflownative authorization and return path
Drillable viewsrecords, work queues and manager decisions
Keep the reason, evidence and next decision attached from report to closure
A claim is not a row with a status. It is a sequence of questions, evidence, actions, commitments and authorized outcomes.
Investigate and coordinate
Assign evidence, inspection, provider, employer or claimant follow-up with an owner, due date and blocker.
Recommend and authorize
Bring exposure, evidence readiness, rationale and authority band into a review task that can be approved, returned or rejected.
Act, communicate and close
Record the downstream settlement action, explain the outcome, finish commitments and preserve a controlled reopen path.
Separate the claim from the work happening around it
Focused connected records make the system easier to operate and change than one enormous claim form.
Claim register
Identity, type, stage, handler, next due action, exposure and current case summary.
Evidence and estimates
What was received, what it establishes, what needs clarification and how competing estimates compare.
Tasks and communication
Assigned work, SLA state, blockers, customer commitments and a readable contact history.
Decisions and closure
Recommendation, authority, review outcome, action confirmation, closure checks and post-close change.
Make the difficult claims easier to see
The strongest operational view does not celebrate total claim counts; it exposes work that is stalled, unsupported or outside authority.
Missing core evidence
Keep the claim in an awaiting-information state and name exactly what prevents a supported recommendation.
Overdue external response
Show whether a claimant, provider, employer or internal team is holding the next action.
Authority exceeded
Route the recommendation to the correct reviewer instead of hiding the escalation in email.
Reopened after closure
Preserve the original outcome while recording the new trigger, exposure and follow-up separately.
Let each state answer “what happens next?”
A meaningful stage changes the required action, owner and evidence.
| State | Operational question | Required next action |
|---|---|---|
| Intake review | Do we have enough to start? | Record gaps and assign the first owned action |
| Investigating | What fact or estimate changes the decision? | Collect and review only relevant evidence |
| Decision ready | Is the recommendation supported and within authority? | Submit a concise authorization packet |
| Returned | What exact correction is required? | Update the record and resubmit the same workflow |
| Closed | Are actions, communication and commitments complete? | Retain closure evidence and a controlled reopen route |
WHY TEAMS BUILD THIS IN JODOO
Adapt claims operations without waiting for a software project
Claims operations change with products, clients, authority levels and service promises. Business teams can adjust fields, views, native review paths and dashboards without code while preserving a connected operating record.
A substantial claims workspace can be configured in hours, then improved by the people who understand the process as claim types, service standards and authority rules change.Change the record safely
Add an evidence type, authority band, provider field or closure check without rebuilding the entire application.
Route real human decisions
Use native tasks for approval, return-for-correction and rejection so an authorization is more than a status edit.
Show each role the right queue
Handlers, reviewers, field inspectors and managers can work from views shaped around their next decision.
Use Jodoo as the configurable claims operations layer
Jodoo coordinates records, people, approvals and reporting. Specialist product, statutory and payment systems can remain authoritative for the functions they own.
Best for adaptable operations
Teams that know their claim rules and need connected intake, evidence, tasks, authority, communication and closure without a long custom build.
Connect authoritative systems
Link policy, customer, finance, document, medical, legal or provider systems when they remain the source of truth.
Keep specialist decisions specialist
Policy rating, automated coverage, fraud scoring, statutory benefit calculation, payment execution and regulatory assurance remain with the systems and qualified teams responsible for them.
Questions about claims management software
Does this App decide policy coverage automatically?
No. It records policy or program context, evidence, questions and human recommendations. Keep the policy administration or rules engine authoritative when it owns coverage decisions.
Can Jodoo route claim approvals and returns?
Yes. Native workflow can assign an authorization task, require a decision, return incomplete recommendations for correction and retain the completed outcome.
Can the forms and dashboards be changed without code?
Yes. Authorized business users can adjust fields, workflow and dashboards as products, authority bands and operating procedures change.
Does the example execute claim payments?
No. It records the authorized recommendation and settlement-action status. Connect the approved outcome to the finance or payment system that owns execution and reconciliation.
EXPLORE THE POPULATED APP
Open a populated claims workspace and follow a real decision path
Inspect insurance, warranty and service claims in normal, blocked, approval-pending, closed and reopened states, then adapt the records and views to your operation.
Use this claims management App