ClaimPilot

ClaimPilot

Quick Internet
SmartOffice

SmartOffice

Zinnia
+
+

Related Products

  • Macaw AMS
    6 Ratings
    Visit Website
  • Service Center
    122 Ratings
    Visit Website
  • XpertCoding
    42 Ratings
    Visit Website
  • PayHOA
    664 Ratings
    Visit Website
  • RegDesk
    19 Ratings
    Visit Website
  • Bokun
    763 Ratings
    Visit Website
  • RXNT
    551 Ratings
    Visit Website
  • BrewPOS
    8 Ratings
    Visit Website
  • CompAccelerator
    29 Ratings
    Visit Website
  • Elation Health
    88 Ratings
    Visit Website

About

A web-based claims management solution paired with unparalleled customer support. For claims management professionals who are looking to scale and manage their business, ClaimPilot offers its web-based claims management solution that provides the ease of use, features and functionality you need to gain visibility of claim and financial information with custom reporting. Address increasing demands of data inputs required with customizable features. Increase claims processing efficiency. Unlike unwieldy, feature-loaded risk management-focused claims software or lighter software packages that focus on document management only, ClaimPilot provides the features you need to manage your claims including Lloyd’s compliance, and workers comp functionality. Plus, you get our legendary customer support. Our team of experts partners with our clients to build custom reports and functionality to support your growing business. The way we see it, if you are successful, you’ll be successful.

About

SmartOffice is a cloud-based CRM & AMS tailored for financial professionals, advisors, agents, BGAs, RIAs, and broker-dealers, offering comprehensive tools to manage client relationships, workflows, data, and compliance. It includes contact management, investment & policy tracking, and time & calendar management, along with opportunity tracking and dynamic reporting. SmartOffice emphasizes cybersecurity and compliance to protect client data and integrate smoothly with Office 365 (Outlook, Excel, Word) and other sales, financial-planning, insurance, and marketing platforms. It supports key features such as centralized client history, sharing among staff, secure data access from anywhere, and structured administration of membership or agency operations through its agency management system. The platform is designed for established practices seeking to consolidate tools and visibility into opportunity pipelines, reporting, and workflow efficiency.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies seeking a claims management software to help them scale their business

Audience

Financial advisors, insurance agents, RIAs or broker-dealers in search of a tool to track client policies, investments, opportunities, calendars, and reporting

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Quick Internet
Founded: 2000
United States
claimpilot.com

Company Information

Zinnia
Founded: 2005
United States
www.smartofficecrm.com

Alternatives

Claims Manager

Claims Manager

JDi Data

Alternatives

Guidewire ClaimCenter

Guidewire ClaimCenter

Guidewire Software
Wealthbox

Wealthbox

Starburst Labs
Claims Software

Claims Software

Claim Ruler
BITA Risk

BITA Risk

corfinancial
mPACS

mPACS

Mandon Software
Cloud Claims

Cloud Claims

APP Tech

Categories

Categories

Claims Processing Features

Adjustor Management
Case Management
Claim Resolution Tracking
Co-Pay & Deductible Tracking
Compliance Management
Customer Management
Electronic Claims
Forms Management
Paper-Based Claims
Payor Management
Policy Administration

Integrations

BizClip
Charles Schwab
Docupace
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuide
Morningstar
NaviPlan
Paperclip
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
Zoom
eMoney
etfile

Integrations

BizClip
Charles Schwab
Docupace
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuide
Morningstar
NaviPlan
Paperclip
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
Zoom
eMoney
etfile
Claim ClaimPilot and update features and information
Claim ClaimPilot and update features and information
Claim SmartOffice and update features and information
Claim SmartOffice and update features and information