Every Policy.
Every Renewal.
One Place.

An insurance agent’s day can mean customer calls, renewals, premium collections, claim follow-ups and records across multiple insurers. ClaimOra brings the important work together in one simple workspace.

WHAT IS CLAIMORA?

Keep customers, policies, payments, claims and follow-ups connected — so nothing important slips through.

Maintain customer profiles, contact details, notes, calls and scheduled follow-ups in one place.

See overdue, today’s and upcoming renewal policies through a dedicated renewal dashboard.

Record premiums and installments, view upcoming dues and keep complete payment history.

Register claims against policies and track their status from submission through approval and payout.

Maintain insurer and product information while managing policies across different insurance providers.

Bring customer, payment and claim follow-ups into dedicated due lists so your next action is visible.

YOUR DAILY WORKFLOW

ClaimOra connects the tasks that keep an insurance agency moving.

Add profiles and keep contact information ready.

Policy

Record and manage policies across insurers.

Payment

Track premiums and installment dues.

Renewal

Know what is due before it is missed.

Claim

Register and follow claims through their stages.

Customer follow-ups
in one place

Renewal due
visibility

Premium & payment
tracking

Claim status &
follow-ups

THE CLAIMORA TOOLKIT

Simple tools for the work that matters every day.

Customer Profile Management

Customer directory & profiles

Customer follow-up log

Customer follow-up log

Renewal due list

Policy renewal history

Payments & Premium Collection

Payment entry & receipts

Payment due list

Payment history

Unfinished payment tracking

Claims Processing

Claim registration linked to policies

Claim status workflow

Claim due list

Claim follow-ups

Insurers, Products & Customization

Insurance provider master

Dynamic form builder

Ready to simplify your insurance agency?

See how ClaimOra can bring customers, policies, renewals, payments and claims together.