Claims Submission, Adjudication and Payment

Fast. Easy. Smart.

Having all departments and your customers using unified, end-to-end solutions and data for intake, underwriting, processing, servicing, and claims provides tremendous benefits including cost savings, improved customer satisfaction, and reduced handling times. 

Incapsulate’s Claims Management solutions, built on the world’s #1 CRM gives brokers/agents, customers, authorised third parties and service centre reps the right information, when and where they need it. Enhanced with innovations from Salesforce Industries (Vlocity/SFI), our claims solutions deliver front-office CRM applications and portals, together with Vlocity’s digital-first, no-code middle and back-office process orchestration for insurers.

Customers can reach Agents or Service Centre representatives on any device and channel, whether by mobile, landline, or email.



 Intelligent task prioritisation helps representatives proactively address the most urgent issues first, providing a seamless and efficient policyholder experience. Process orchestration throughout the claims workflow provides end-to-end visibility, enabling granular, real-time status reporting and more effective claims management.  Process orchestration throughout the claims workflow provides end-to-end visibility, enabling granular, real-time status reporting and more effective claims management. 


Ability to Launch in Weeks

Manage workflow and validations 

Business process automation & digital signature 

Standardized process across all departments


Single Platform 

Omnichannel policyholder & producer communities

Reporting on a single platform

Connect data and retire old legacy systems


Agile Platform 

Gain insight with real-time dashboards

AI based analytics (fraud detection)

Predictive analysis for continuous operational improvements

Digitally transform your claims process.

Claim Intake
Omni-Channel Intake 
Digitized Claims 
Data Validation
Claim Adjudication
Workflow Orchestration 
Auto Adjudication 
Digital Processing 
Business Rules
Payment Platform Integration 
Payment Approval, Release and Processing 
Status Checks
Fraud Detection
Fraud Analytics and AI Pattern Recognition 
3rd Party Data Provider Integration 
External validations and data check
Unit cost of claims for each type
Cycle time for each activity  
Number of touches 
NIGO Rates
Saves Time & Reduces Missed Steps
Optimized interface for enhanced user experience

Ask Us for Our Customer References

At Incapsulate, we bring a unique mix of industry expertise, innovation and Salesforce experience to our clients. With a portfolio of former industry executives and innovative vertical specific assets built on Salesforce, we design and deploy flexible systems for today’s business needs and the future evolution of your business the future evolution of your business. Delivering in our Agile Methodology we help clients meet their challenges with speed while lowering risk. 


Claims Management

A multi-tiered claims process is often powered by a back-end legacy platform. Changes to this environment are costly, time consuming, and provide limited ability to adapt to changing market conditions. Insurance companies look to Incapsulate to digitally transform their claims process. Enabling insurance systems to communicate to each other  provides a seamless and efficient policyholder experience. Systems are able to store, share, and make use of the same data. Data flows from initial collection of information, through underwriting, to policy administration, to claims. This reduces cost, complexity, and opportunity for errors.