Workflow Automation Software Claims Processing Workflow Software
 
Claims Workflow Software

Claims processing workflow software

Move every claim through the same governed steps from first notice through payment authorization, with assigned ownership, approvals, evidence collection, and a full audit trail your team and auditors can both rely on.

Claims operations manager kneeling beside labeled workflow tiles for claims processing steps.

Trusted by more than 3000 companies

Salesforce logo
Cisco logo
Slack logo
TPG logo
Toast logo
Bettement logo
Colliers logo
Third Rock logo
Drift logo
Airtree logo
Blackbird logo
Evanston logo
Salesforce logo
Cisco logo
Slack logo
TPG logo
Toast logo
Bettement logo
Colliers logo
Third Rock logo
Drift logo
Airtree logo
Blackbird logo
Evanston logo
Controlled Claims Workflows

Run claims work as a controlled workflow, not a shared inbox

Claims work crosses intake, adjusters, special investigations, compliance, finance, and payments. When the process lives in email threads and shared folders, claims stall, evidence goes missing, and audits surface gaps. Process Street gives each step an owner, due date, approval path, and audit trail so every claim moves through the same governed workflow from first notice through closure.

A governed claims processing workflow with review and approval checkpoints.

Where Process Street fits in the claims workflow

Ops

Build claims workflows that assign tasks, collect evidence, route approvals, and track every claim from intake through closure with clear ownership at every step.

Learn more about Ops
Docs

Keep claims procedures, coverage rules, and approval standards governed in one place so adjusters and reviewers always work from the current version, not yesterday's PDF.

Learn more about Docs
Cora

Use AI oversight to flag stalled claims, missing evidence, and process drift before delays turn into SLA misses, regulator questions, or audit findings.

Learn more about Cora

What to automate in claims processing work

Structured FNOL intake

Capture claim type, coverage, policyholder, loss details, evidence, and assignment data before work starts.

Adjuster routing and approvals

Route adjuster assignments, SIU referrals, and authority approvals in sequence or in parallel.

Evidence by default

Attach photos, statements, estimates, decisions, and approval notes directly to the claim workflow run.

Status without chasing

Give supervisors a live view of which claims are open, waiting, blocked, approved, or ready to pay.

Repeatable claim playbooks

Turn auto, property, liability, and specialty claims into reusable workflows without rebuilding the process each time.

Audit-ready history

Preserve the activity trail behind each claim so audit, regulator, and reinsurer questions are easier to answer.

Related solutions

More from the Workflow Automation Software hub

Coordinate intake, matter handoffs, document review, approvals, and recurring legal operations in governed workflows your team can track, improve, and prove.
Automate the handoffs, approvals, evidence, and status tracking behind insurance rate filings so every filing moves through the same governed process.

Backed by happy clients

Colliers logo
With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results
Linda White
Linda White
Head of Technology Services, Colliers
“A huge win. Delivers cross
functional team collaboration.”
Salesforce logo
Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
Read case study
"It was the right choice for us. It helped our team move quicker"
BentoBox logo
Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
Watch case study

Frequently asked questions

Can't find the answer you need? Contact our support team.

What is claims processing workflow software?
Does Process Street replace a core claims system like Guidewire or Duck Creek?
Who should own a claims processing workflow?
What evidence should a claims workflow collect?
Can Process Street handle approvals across claims, compliance, and finance?
How is this different from project management software?

Build a controlled claims workflow in Process Street

Turn claims intake, adjuster routing, evidence collection, and approvals into a repeatable workflow your team can prove and your auditors can trust.
No credit card required

An industry-leading solution

Process Street Badge 10
Process Street Grid Leader 2025
Process Street High Performer 2025
Process Street Regional Leader 2025
Process Street Badge 13
Process Street Best Est. ROI 2025
Process Street Users Most Likely To Recommend 2025
Process Street Easiest To Use 2025
Process Street Fastest Implementation 2025
Process Street Badge 12
Process Street Badge 11
Process Street Users Love Us
Process Street Top 50 2024

Support that's actually there for you

Can't find the answer you need? Contact our support team.

5 minutes
average response time
98% customer rating
average rating
Customer support