Insurance claim manager

Processing claims is a key function of any insurance company. To provide top-notch customer support and mitigate insurance fraud, insurance firms need to equip agents with all the information they need (customer info, claim details, and required documents) to process insurance claims. With Retool, you can build an application that gives insurance agents everything they need to process claims in a centralized place.

Industry

Financial Services

End users

Operations•Customer Support

Components

Text Input

Text

Checkbox

Button

Components

Build from a handful of drag-and-drop components

Text give insurance agents the context they need for processing claims.

Button use buttons to trigger actions like approving claims, updating issues, or notifying customers.

Table display customer insurance claim history like issue number, status, dates, claim id, and more in a table.

Checkbox give agents the ability to change a claim's status or verify notifications to customers using checkboxes.

Text Input allow agents to input information on a claim like fee estimates using a text input field.

Data source

Processing and updating insurance claims require a database backend to read and update claims. Retool integrates with many databases that can be used for this use case, such as PostgreSQL, DynamoDB, MongoDB, SQL Server.

1. Create resource

2. Read data

3. Connect data with UI

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What you can build with Retool

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Send helpful notifications to customers at just the right moments.

Know Your Customer (KYC) user explorer

Build a KYC user explorer and move new customers through the KYC compliance process faster than ever.

From startups to Fortune 500s, the world's most effective teams use Retool to build custom business software. Our customers

Pedro Franceschi

Co-founder and CTO at Brex

Retool is incredible. It's been a critical for our ops from the start, and is the reason we’re able to scale so quickly. And the on-prem version with access controls & audit logs makes it easy to meet our compliance requirements.

Try Retool today

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