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ClaimTrace

The investigation lifecycle

From instruction to closure, every investigation has a workflow.

ClaimTrace gives each stage a structured place in the investigation lifecycle — helping teams know what needs to happen, who is responsible and what comes next.

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The process

Nine stages, one record

A case moves through the same path every time, and each stage leaves its trace on the file.

  1. 01

    Receive

    Capture the investigation instruction and relevant claim information.

  2. 02

    Create

    Create a structured case record with the required information, deadlines and priorities.

  3. 03

    Assign

    Assign the investigation to the appropriate investigator or tracer.

  4. 04

    Investigate

    Field teams conduct the investigation and record relevant activity, evidence and findings.

  5. 05

    Submit

    Investigation reports and supporting documents are submitted through the platform.

  6. 06

    Review

    Managers or designated reviewers review submissions and provide remarks where required.

  7. 07

    Invoice

    Generate and manage case-linked billing.

  8. 08

    Client Visibility

    Provide the relevant insurer or claims team with controlled access to investigation information.

  9. 09

    Close

    Complete the case and preserve its operational history.

One operational record

Every stage lands on the same case

Nothing is re-keyed between stages. What the field captures is what the report is built from, and what the client eventually sees.

Get started

A clearer workflow starts with a connected system.

See the nine stages running against your own case types, deadlines and team structure.

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  • Guided walkthrough
  • Built around your workflow
  • No obligation