Automated fax
Automated fax delivery for carriers that still require it.
Adroited LLCClaims & TPA softwareCape Coral, FL
Third-party administration and claims software, built for your program
We build claims platforms that carry a claim from first notice through field work, billing, reconciliation and litigation — with the carrier rules, audit trail and reporting your program actually runs on.
- Discipline
- Claims administration
platforms - Scope
- First notice through
litigation and payment - Delivery record
- 577 shipped items,
two and a half years - Location
- Cape Coral, FL
Working remotely
01
The full claim lifecycle
One record, first notice to closeOne claim, end to end — with the audit trail running underneath itSchematic
What that lifecycle contains:
- Claim intake wizards that branch by caller type
- Policy lookup with auto-fill
- Carrier-scoped portals enforcing per-carrier business rules
- Shop and provider portals
- Installer and technician scheduling, field inspection, work-order lifecycle
- Legal and litigation pipeline — new, pending, filed, closed
- SLA enforcement and territory management
02
Money, and getting it right
The half that has to reconcileInsurance billing
Automated insurance billing; AR/AP and check register
Accounting
QuickBooks Online synchronization
Sales tax
Calculated and reported by location
Parallel billing
Dealer and RO/PO billing running alongside insurance billing
Reconciliation
Short-paid versus fully-paid reconciliation
Warranty
Per-carrier warranty pay schedules
Audit trail
Audit tables and event logs down to keystroke level on payment receipt
03
Integration with the way the industry actually works
Claims programs do not run on modern APIs aloneTrade networks
GlassBiller and ACT trade-network integrations.
Telephony
Contact-centre telephony integration, including Five9.
Partner REST API
Bearer authentication, per-client rate limits and claim quotas, request logging, and an interactive API explorer.
Reporting that does not require a developer
A self-service report builder and BI dashboards, so operations staff can answer their own questions instead of filing a ticket. Overseeing managers and directors see every location beneath them; queues and data are scoped by territory and role.
04
Depth, not a demo
Sustained delivery on a live system577shipped work items on a single claims platform
2½years of sustained delivery on that platform
1record carrying claim, field work, call and invoice
This is the deepest system in our portfolio — a live platform carrying real claims, not a launch-and-vanish engagement.
Related work: contact centre software, field service software and custom CRM development.
05
How a claims build is sequenced
EngagementClaims systems are large by nature, which makes them prone to the failure where nothing reaches production for a year. The sequencing below is designed to put something in adjusters’ hands early.
01
Model the claim
States, transitions and who may make each one. This is the spine, and every later phase either hangs off it or fights it.
02
Carriers as configuration
Documentation requirements, timelines and approval chains modelled per carrier, so adding one is a settings change rather than a release.
03
Field capture first
Photos, documents and signatures attached at the moment they are created, offline-tolerant. This is what ends the end-of-week reconstruction problem.
04
Audit as a feature
Append-only history of every state change, with who and when. When a file is questioned months later the answer is in the system.
06
Questions we get asked
FAQ01 Can it handle carrier-specific rules?
That is generally the reason to build rather than buy. Different carriers want different documentation, different timelines and different approval chains, and a packaged system tends to model one and force the rest through it. We model the carrier as a first-class thing with its own rules, so adding one is configuration rather than a rewrite.
02 How do you handle documents and photos?
Stored against the claim in object storage with access controlled by role, not emailed around as attachments. Capture happens in the field where possible so the document is attached at the moment it is created, which is what stops the end-of-week reconstruction problem.
03 What about compliance and audit trails?
Every state change on a claim is recorded with who did it and when, and those records are append-only. When a file is questioned months later the answer is in the system rather than in someone’s memory or inbox.
04 Can adjusters work offline?
Field capture is built to tolerate a lost connection and sync afterwards, for the same reason it is in the field-service work: the site visit is often exactly where coverage is worst, and asking someone to re-enter it that evening is how data quality dies.
05 How long before it is usable?
We aim to get one real workflow into production early rather than deliver the whole system at the end. A claims build is large by nature, and a phase that adjusters are genuinely using is worth more than three phases of unreleased work.
Running a claims program on spreadsheets and someone else’s software?
We have built this before, at depth. Let’s talk about what your program actually needs.