Claims and underwriting documents, requested precisely.
Ask claimants and policyholders for exactly the evidence you need — photos, reports, statements — and track each to receipt.
The problem
Insurance turns on evidence — photos, reports and financial statements from claimants and policyholders. Clivanta lets adjusters and underwriters request exactly the documents they need, chase them automatically, and keep every piece of evidence on one clean record for the file. Nothing arrives as a stray attachment with no context, and nothing needed to settle or underwrite gets lost.
- Claim evidence arriving as disorganised email attachments
- Adjusters unable to request just the one missing document
- Mid-policy underwriting documents chased manually
- No consolidated record of what was submitted for a claim
Where it fits
Claims processing
Claimants upload accident photos, damaged-property evidence, police reports and medical bills against specific requests, and an adjuster can ask for more before settling. Everything for the claim stays on one record instead of scattered across an inbox.
Commercial underwriting
Gather updated safety and OSHA logs, fleet driving records (MVRs) and financial statements mid-policy or at renewal, on a schedule, so coverage decisions are made against current information.
Renewals
Reuse a pack to collect the same standard documents at every renewal, with reminders that chase policyholders for you so renewals are never held up by a missing form.
Broker submissions
Collect the documents behind each submission per client, tracked to completion, so a submission goes to market complete rather than piecemeal.
Documents you'll collect
How Clivanta handles it
The same reliable loop, whatever you're collecting.
Per-item requests
Every ask is its own tracked item with a status, due date, files and version history.
Reusable packs
Standardise a request list once and launch it for every client, matter or vendor.
Automatic reminders
Escalating, per-item reminders chase what's outstanding so you don't have to.
Portal or reply-by-email
Counterparts upload through a magic-link portal, or simply reply by email.
Immutable audit trail
Every request, upload, version and acceptance is logged with actor and timestamp.
Scoped, secure access
Each party sees only their own items; internal notes and threads stay private.
Frequently asked questions
Can adjusters request more evidence mid-claim?
Yes. An adjuster can add a new tracked request to a claim at any point — a clearer photo, a missing police report, an itemised repair estimate — and the claimant is prompted immediately. Everything stays on one record, so the additional evidence is captured against the claim rather than scattered across email.
Can claimants upload photos and reports easily?
Yes. A claimant opens a simple portal from a magic link on any phone or computer — no app or account — and uploads photos, police reports or medical bills directly. If they prefer, they can reply to the request by email and their attachments still land on the right item, which is what keeps claims moving.
Does it keep one record per claim?
Yes. Every document, version, message and status change for a claim lives on a single engagement with a complete audit trail. Instead of reconstructing a claim from an inbox, an adjuster or reviewer can open one record and see exactly what was requested, what was provided, and when it was accepted.
Can we standardise what we collect for each claim type?
Yes. You build a reusable pack for each claim type or underwriting scenario, so the same documents are requested every time and nothing is forgotten. Launching a pack for a new claim or renewal takes seconds, and updates to the template never disturb claims already in progress.
Do reminders chase claimants for us?
Yes. Each outstanding item has its own escalating reminder schedule, so claimants and policyholders are chased automatically for missing documents. When something is genuinely blocked they can pause a reminder with a reason, which is logged — so adjusters are not the ones sending follow-ups.
Related use cases
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Run the prepared-by-client list, workpaper evidence and tax documents as tracked, audited requests.
ExploreCorporate Services & Company Formation
Collect KYC, UBO and due-diligence documents for company formation and ongoing corporate administration — tracked and audited every cycle.
ExploreAccounting & Bookkeeping
Collect month-end, quarter-end and payroll documents from clients on a recurring schedule — tracked and reconciled without the email chase.
Explore