Claims.
Jetfile supports claims at two levels. For carriers and MGAs who administer claims directly, Jetfile provides a full claims management module — financials, reserves, approvals, payments, and reporting, all connected to the policy record. For wholesale brokers and retail agencies, Jetfile offers streamlined claims recording — capturing loss details, claimant information, and claim history without the overhead of full administration. Either way, claims live inside the same system as your production and financial data.
Full claims
administration
Everything you need to administer claims, start to finish
For operations that manage claims directly, Jetfile's full claims module covers the complete claims lifecycle — from first notice of loss through resolution — with financial controls, configurable workflows, and reporting built in.
Claims Dashboard
Get a real-time visual overview of your claims exposure the moment you open the module — top claims, loss areas by geography, line of business breakdown, risk description, and volume trends over time, all in one place without running a single report.
Claimant & Loss Information
Record and maintain detailed claimant information and loss details within the claim record. Keep a structured, complete history of every claim from first notice through closure.
Coverages & Reserves
Set coverages and establish reserves directly within the claim record. Adjust reserves as the claim develops and maintain a full audit trail of reserve activity.
Claims Approval Workflow
Jetfile includes a configurable claims approval process so the right people are involved at the right stages. Approval workflows are set up by your admins and can be tailored to your internal authority and escalation requirements.
Suspense & Task Management
The same suspense system that drives production workflows extends to claims. Configure task reminders and follow-up triggers so nothing falls through the cracks across your open claims inventory.
Invoicing & Payments
Generate invoices, record incoming payments, and manage outgoing payments — including check issuance and payments to outside vendors such as attorneys, adjusters, and repair services — directly within the claims module. All financial activity ties back to the claim and policy record for full traceability.
Document Storage
Store all claim-related documents — correspondence, photos, legal filings, settlement agreements — directly on the claim record. No external folders, no disconnected storage.
Reports & Queries
Run reports on open claims, closed claims, recent payments, receipts, and overall claims exposure. Query your claims data by carrier, program, line of business, date range, or status to get the information you need quickly. Loss runs can be generated directly from system data — no manual assembly required.
Claims recording
Simple claims tracking for operations that don't administer
For wholesale brokers and retail agencies, Jetfile provides a streamlined claims recording mode. Capture the details that matter — loss information, claimant records, claim status, and history — without the overhead of full claims administration.
What’s included:
Record claim details including date, type, loss description, and status
Record loss run data received from carriers — centralizing claim history across markets in one place so you have a complete picture of an insured’s loss history without hunting across multiple sources.
Maintain claimant information within the claim record
Track claim history tied to the originating policy
Surface claim history during renewals and remarketing conversations
Claims connected to the rest of your operation
Claims don’t live in isolation
Whether you're administering claims or simply recording them, every claim in Jetfile stays connected to its originating policy record. That connection matters when it's time to renew — underwriters can surface loss history directly within the renewal workflow, supporting informed remarketing decisions and carrier conversations without pulling data from a separate system.
Claims management
that fits how you operate
Talk to our team about how Jetfile supports claims — whether you need full administration or simple tracking — within the same system that runs your production and financials.
