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Claims Reporting & Dashboards

btcore provides agencies with the core capabilities to track the entire claim lifecycle.  The first notice of loss workflow and case management capabilities focus on the customer experience and allow the agency to have a central location for tracking all interactions with claims adjusters, third parties and customers.

First Notice of Loss Generation

With btcore's claims capabilities, you can provide users with a custom workflow that aligns with your agency's claims practices and ensure your clients have a consistent claims experience. Some carrier partners will even integrate with btcore for claims reporting and inquiry.  Ask us for participating carriers.

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Claims Downloads

Traditional carrier downloads are also supported by btcore.  The claims data is parsed and stored in the btcore and Salesforce Financial Services Cloud data model to drive automation, reporting, and overall management of the customer experience.  

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