Insurance – Underwriting

Insurance – Underwriting

Insurance – Underwriting2024-04-01T14:21:42-06:00


Similar to the pre-binding photos, this can be used by either your internal teams, or by an agent. This comes in handy when you need any sort of documentation from a customer to continue coverage or a discount. Great examples are proof of prior documents, (ID Card, Dec Page, Letter of Experience) drivers license copy, physicians statement or anything else a customer may be required to provide. This works best on documents where you will accept a photo. We’ve seen concerns on these in the past, but at the end of the day the photos are in color, and better quality than a fax that is typically the method of receiving those documents. And often times, it’s a scan of the document faxed to an agent, and then faxed to the carrier.



Four people with headsets on in a call center

Sign up for and use the ClaimPix portal to send your customers a link.

Hand holding a phone taking a picture of a damaged car

Your customers use that link to take and upload photos.

Smiling person on a cell phone call sitting in front of a computer and writing.

Your team reviews those images and proceeds accordingly.




How long does it take to get ClaimPIX up and running?2024-03-20T22:44:21-06:00

The process can go as fast or slow as necessary. From a technology side, set up can be completed in under five minutes. However, the best success typically comes from a thorough training and onboarding process with key stakeholders and employees.

How does the training and on boarding work?2024-03-20T22:44:31-06:00

ClaimPix offers onsite training for the platform. All employees can be trained, but it is most beneficial to utilize a “train the trainer” type process. Often there are questions and things that come up in the training process that pertain to internal processes which often times companies prefer to hash out at the management level. Success is based on organizations being able to use this platform to the best of their ability. Staying in front of users and helping them use the product is preferred.

How do pricing and contracts work?2024-03-20T22:44:37-06:00

The goal is to make sure that these uploaded photos add value, and sometimes a customer might not send the photos in at all. The pricing is based on a per unit (link received from the customer) basis. For example, requests were sent to 100 customers, and 50 customers sent photos back, the charge would only be for 50 customers. The contract is simple and being charged on a per-use process; there is no long-term commitment. Access to all the customer data and photos is always available.

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