Matches anywhere in the name — no need to type the start
Last 2 characters are ignored while matching
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No claims match the current filters.
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No customers match the current filters.
Advisor branding
Shown in the header and on every PDF / Excel export. Saved only on this device.
No logo
PNG or JPG, square works best
Load claim data
Bring in a fresh export from your insurer or TPA portal.
Add any insurer or TPA not already in the list above
Upload the raw claim-status export (.xlsx) for the company selected above.
This replaces that company's existing rows only — every other company is untouched. For a company outside the original four, columns are matched automatically by header name (customer name, policy no., claim no., date, amount, status) — check the result after loading.
This replaces that company's existing rows only — every other company is untouched. For a company outside the original four, columns are matched automatically by header name (customer name, policy no., claim no., date, amount, status) — check the result after loading.
Upload a workbook whose sheet names match the companies you track.
Every sheet whose name matches a company in your list is parsed; unrecognized sheet names are skipped —
add the company on the "By company" tab first if a sheet isn't matching.