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ClaimTrace brings investigation case management, field operations, evidence, reporting, client communication and financial administration into one connected platform.

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Case record CT-4192

Motor — Own Damage

Opened 04 Mar · Vantara Assurance

High priority In field

Investigator

A. Mwangi

Deadline

12 Mar

Case type

Own damage

Case progress 62%

Activity timeline

Evidence uploaded
12m

6 site photographs
Status changed
3h

Allocated → In field
Case assigned
1d

A. Mwangi · field visit
Case created
2d

Instruction received

Latest remark

Insured confirmed vehicle location. Awaiting police abstract before report drafting.

Case management

Manage every investigation from one place.

Create and organize investigations, capture instructions, assign responsibility, monitor deadlines and maintain a complete operational record from opening to closure.

Case creation
Case assignment
Status tracking
Deadlines
Case priorities
Activity timeline
Case remarks
Case history

Investigators & tracers 12 active

All Investigators Tracers

AM

A. Mwangi

Investigator

6

cases

Available
DK

D. Kimani

Investigator

7

cases

At capacity
SO

S. Okoth

Tracer

4

cases

Available
JA

J. Achieng

Investigator

3

cases

Available

9 submissions received this week

Investigator management

Know who is handling what.

Manage investigators and tracers, assign cases, monitor workload and maintain visibility across your field operation.

Investigator profiles
Tracer profiles
Assignments
Workload visibility
Case-linked activities
Submission tracking

Evidence — CT-4192 Upload

IMG_0421.jpg

2.4 MB

IMG_0422.jpg

1.9 MB

IMG_0423.jpg

2.2 MB

Insured statement.pdf Statement · 480 KB Case team
Police abstract.pdf Document · 1.1 MB Case team
Site visit notes Note · A. Mwangi Internal only

Last upload by A. Mwangi · 12 minutes ago

Evidence management

Keep evidence connected to the case.

Store investigation documents, photographs, supporting files, notes and evidence within the relevant case.

Document uploads
Evidence records
File organization
Access control
Activity history

Investigation report CT-4188

Draft Review Approved Submitted

Instruction summary Complete

Findings Complete

Evidence schedule 9 items attached

Conclusion In progress Drafting

Pulled from the case record

Instruction Evidence log Site visit notes Investigator remarks

Reporting

Turn investigation activity into structured reporting.

Move from field investigation to report submission through a structured workflow that keeps the report connected to the underlying case information.

portal.claimtrace.co.ke / vantara-assurance

Client portal

Vantara Assurance

Live status

Active

Awaiting you

Completed

CT-4192

Motor — Own Damage

In field

62%

CT-4188

Fire — Commercial

In review

85%

CT-4181

Theft — Household

Due today

44%

Final report for CT-4188 is ready for review

Client portal

Give clients a window into the investigation.

Provide insurers and claims teams with controlled access to case information, investigation status, documents and reports.

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Invoice INV-2291

Vantara Assurance

Case CT-4192 · Issued 14 Mar

Sent

Professional fee Investigation — own damage $320.00

Mileage 128 km @ $0.55 $70.40

Miscellaneous Police abstract fee $24.00

Total $414.40

Payment status Awaiting payment

Raised Sent Paid

Invoicing

Connect billing to the investigation.

Create and manage investigation invoices without separating financial administration from the case itself.

Professional fees
Miscellaneous expenses
Mileage
Invoice status
Payment tracking
Case-linked billing

Expenses

Understand the cost behind every case.

Track investigation-related expenses and connect them to the relevant case for clearer financial visibility.

Analytics

See how the operation is performing.

Turn case and financial data into useful operational insight.

Active cases

Completed cases

Overdue cases

Turnaround times

Revenue

Expenses

Profit

Investigator workload

Operational analytics Last 90 days

Active

Completed

Overdue

Avg. turnaround

6.4d

Revenue, expenses & profit

Monthly

Revenue

$48.2k

Expenses

$17.6k

Profit

$30.6k

Investigator workload

A. Mwangi 75%
D. Kimani 88%
S. Okoth 50%

Notifications

Keep the right people informed.

Automate relevant notifications around assignments, deadlines, submissions and case activity.

Case assigned CT-4192 · A. Mwangi

Deadline approaching CT-4181 · due today

Report submitted CT-4188 · for review

Permissions

Give every user the access they need.

Role-based permissions help organizations control who can access cases, documents, financial information and operational functions.

Role Cases Finance

Manager

Investigator

Finance

Client

Roles and access are configured to match how your organization works.

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