Insurance Claims Process Management Software

Q: What is insurance claims process management software?

Insurance claims process management software coordinates the recurring work around claims, such as FNOL intake, documentation, coverage review, adjuster handoffs, approvals, settlement checks, exceptions, and post-claim review. Process Street focuses on the workflow layer: who does what, when it is due, what evidence is required, and what approval is needed before the process moves forward.

Q: Is Process Street a claims management system for insurers?

Process Street is not a core insurance claims system of record. It is best used as a workflow and compliance execution layer around the systems that store claim, policy, billing, payment, or customer data.

Q: When should a claims team use Process Street?

Use Process Street when the pain is missed handoffs, inconsistent reviews, manual follow-up, unclear ownership, aging claim queues, or weak proof that claims procedures were followed. If the pain is core claims adjudication, policy data, payment processing, or reserve accounting, a dedicated claims platform is usually the system of record.

Q: Can Process Street support FNOL and claim review workflows?

Yes. Teams can build FNOL, document collection, coverage review, adjuster assignment, settlement approval, fraud escalation, and post-claim QA workflows with conditional tasks, assignees, due dates, approvals, file collection, and automated notifications.

Q: How does Process Street help with compliance in insurance claims operations?

Process Street helps teams operationalize compliance by embedding required steps, reviews, approvals, and evidence collection into the workflow itself. That gives managers a clearer record of what happened and reduces reliance on scattered emails, spreadsheets, or informal checklists.

Use Process Street to standardize the recurring work around insurance claims, from FNOL intake and documentation to adjuster handoffs, approvals, exceptions, and audit evidence. It gives claims operations teams a governed workflow layer without replacing the claims system of record.

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An insurance claims manager organizes labeled workflow steps for claim review and approval.

Trusted by more than 3000 companies

CLAIMS OPERATIONS CONTROL

Run claims workflows with ownership, approvals, and proof

Insurance claims move through intake, triage, coverage checks, evidence requests, adjuster review, settlement approvals, fraud review, payment coordination, and post-claim QA. Process Street turns those handoffs into tracked workflows with assigned owners, due dates, conditional steps, approval gates, and a record of what happened.

Where Process Street fits in insurance claims process management

Ops

Use Ops to run claims workflows for FNOL intake, document collection, coverage review, adjuster assignment, settlement approval, exception handling, and post-claim quality checks. Teams get structured tasks, automations, assignments, and escalation paths instead of email-driven coordination.

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Docs

Use Docs to keep claims procedures, review criteria, compliance instructions, escalation rules, and operating standards governed in one place. Teams can connect those documents to the workflows that prove the work was followed.

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Cora

Use Cora to monitor workflow activity, spot missed steps or stalled approvals, and suggest improvements when claims processes drift from the expected path.

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What to look for in insurance claims process management software

Repeatable claims workflow templates

Build standard workflows for FNOL, coverage review, document requests, adjuster handoffs, settlement approvals, fraud escalation, payment checks, and post-claim review.

Clear ownership and handoffs

Assign each step to the right team, role, or individual so claims, compliance, legal, finance, and customer-facing teams know exactly where work stands.

Approval gates

Route settlements, exceptions, escalations, reserves, and documentation decisions through controlled review steps before work moves forward.

Audit-ready evidence

Capture task completion, comments, files, timestamps, and approval history so teams can prove how a claim workflow was handled.

Recurring review cadence

Schedule recurring workflows for open-claim reviews, aging checks, compliance sampling, reserve reviews, and post-closure quality assurance.

Conditional logic

Adapt each workflow based on line of business, jurisdiction, claim type, risk level, missing documents, fraud signals, or exception status.

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Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results