How does Planfix help with corporate policy service and claims?

Planfix becomes the governed workspace that sits around your corporate book. Intake routes email and messages into structured tasks. Planner boards and status sets manage lifecycles for service, endorsements, and claims. Data tags and Project Totals connect handling to reserves, payments, and leakage. Client Dashboards give large accounts controlled visibility. You get one place to understand work, decisions, and impact without replacing policy admin or finance systems.

Do we need to replace our core systems to use Planfix?

No. Most teams start by connecting shared mailboxes and channels, then use email to task conversion so every request and claim lands in governed lists. Core platforms keep handling policy records and accounting. Planfix adds intake, workflow, collaboration, and reporting around them. When you are ready, you can integrate deeper with webhooks, APIs, and directories, but initial value comes from control rather than heavy integration work.

How long does it take to get value from Planfix?

Teams usually start with one or two portfolios and a simple setup. You connect key mailboxes, define case types, and configure Planner lists for triage. Templates and checklists guide coverage analysis and approvals without coding. Within days you see a single board of cases, clear ownership, and basic dashboards. You can then refine lifecycles, roll out AI Agents, and extend to more programs while staying in control of scope.

How does Planfix support security and compliance for regulated insurers?

Planfix uses roles and granular permissions so teams see only the data they should. Detailed audit logs capture changes to tasks, fields, files, and automation. Client Dashboards and Advanced restricted access let you collaborate with brokers and corporate clients without exposing internal records. Network controls, access policies, and workspace level governance support regulated environments where evidence of who did what and when really matters.

B2B insurance (corporate clients) - policy service & claims

Govern Every Case

Capture and register each service request and claim as a case with ownership, lifecycle, and complete history.

Coordinate Cross Functional Work

Classify, assign, and track cases across servicing, claims, legal, and finance without manual trackers or side channels.

Prove Every Decision

Document facts, approvals, and financial impact in one auditable record that satisfies clients, brokers, and regulators.

From Inbox To Case Board

Watch a messy shared inbox become a governed board of cases grouped by client, policy line, or severity.

One Thread Per Corporate Case

Open any case and see emails, comments, documents, call notes, and AI summaries in a single structured thread.

Live Numbers For Reviews

Move from anecdotes to live metrics on volume, cycle times, and outcomes before quarterly and renewal meetings.

Intake Without Blind Spots

Execution Without Chaos

Decisions Without Doubt

Oversight Without Spreadsheets

Intake Without Blind Spots

Every coverage question, endorsement, and claim arrives as a structured case with client and policy already linked.

Email and messages become tasks in governed lists, not scattered threads in personal inboxes or chats.

AI Agents capture policy numbers, insured names, and amounts into fields for faster and more accurate triage.

Structured intake in Planfix

Execution Without Chaos

Planner conditional lists route cases by client tier, severity, or line so work lands with the right owners.

Status sets and transition rules enforce lifecycle steps for service, endorsements, and claims without extra policing.

Planned Work Time and calendars align workloads with real capacity so key tasks do not quietly pile up.

Lifecycle rules in Planfix

Decisions Without Doubt

Checklists and templates guide coverage analysis, referrals, and approvals on every material corporate case.

Data tags log reserves, payments, and recoveries so operational handling ties directly to financial outcomes.

Summarizer AI Agents maintain a current case brief so managers and auditors understand events in minutes.

Data tags and summaries

Oversight Without Spreadsheets

Project Totals roll up hours, leakage, and outcomes by client, program, or line without manual consolidation.

Dashboards combine boards, charts, and reports so leaders watch volumes and cycle times in real time.

You walk into reviews with governed numbers on service, claims, and financial impact instead of ad hoc exports.

Dashboards and totals

Capture And Register Every Case

Classify Assign And Coordinate Work

Make And Document Decisions

Keep Clients And Brokers Informed

Capture And Register Every Case

Turn every email or message into a structured task linked to the right corporate client and policy record.

Use AI Dataminer Agents to extract policy numbers, dates, and amounts directly into governed fields.

Store policy references and master data in Directories and Objects so handlers choose from controlled lists.

Attach documents and call transcripts to the case so evidence and context live in a single auditable thread.

Directories and objects

Classify Assign And Coordinate Work

Use custom fields and status sets to separate service, endorsement, and claim lifecycles with clear paths.

Drive triage from Planner conditional lists grouped by priority, client tier, or line of business.

Apply Planned Work Time and calendars so key owners have realistic workloads and no hidden overload.

Add internal teams and external experts with controlled visibility so collaboration never breaks governance.

Planner and schedules

Make And Document Decisions

Use checklists and task templates so coverage analysis, referrals, and approvals follow consistent steps.

Log reserves, payments, and recoveries as finance tags that drive reports and leakage analysis.

Let Summarizer Agents keep an updated case brief so leaders see key facts and next steps at a glance.

Record approvals and authority checks inside the case so you can show who agreed to what and when.

Controlled case workflows

Keep Clients And Brokers Informed

Use the Client Dashboard as a secure portal where chosen contacts see status, documents, and history.

Standardize outbound letters and emails with templates and variables that pull case data automatically.

Track service levels and cycle times in dashboards by client and program for honest renewal discussions.

Share a clean story of handling so demanding accounts and brokers stay calm even when cases are complex.

Client dashboard in Planfix

Worried About Disruption

Start with intake and tracking while core systems stay as they are, then extend lifecycles case by case.

Afraid Of Long Setup

Use no code configuration, task templates, and reusable Objects so your team models lifecycles without heavy IT.

Concerned About Compliance

Rely on roles, permissions, and detailed audit logs designed for regulated teams with internal and external users.

Email And Spreadsheets

Move from private inboxes and fragile spreadsheets to governed workflows where email becomes evidence, not the system.

Generic Ticket Tools

Combine help desk style intake with Planner boards, Objects, and data tags tailored to real insurance lifecycles.

Rigid Core Systems

Keep policy admin and finance in place while Planfix adds an adaptable operations layer for service and claims.

FAQ

B2B Insurance (Corporate Clients) - Policy Service & Claims

Run Policy Service And Claims In One Workspace

Govern Every Case

Coordinate Cross Functional Work

Prove Every Decision

Start With The Easiest Win

From Inbox To Case Board

One Thread Per Corporate Case

Live Numbers For Reviews

Intake Without Blind Spots

Execution Without Chaos

Decisions Without Doubt

Oversight Without Spreadsheets

Is This Your Reality

Capture And Register Every Case

Classify Assign And Coordinate Work

Make And Document Decisions

Keep Clients And Brokers Informed

How You Will Feel And Work

Calm Control

Confident Reviews

Focused Days

Worried About Disruption

Afraid Of Long Setup

Concerned About Compliance

Email And Spreadsheets

Generic Ticket Tools

Rigid Core Systems

Bring Corporate Policy Service And Claims Into One Workspace

Planfix Integrations For Policy Service And Claims Teams

How does Planfix help with corporate policy service and claims?

Do we need to replace our core systems to use Planfix?

How long does it take to get value from Planfix?

How does Planfix support security and compliance for regulated insurers?

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