Case study · Public adjusting
One portal for claims, documents and client updates.
Palm Partners is a public adjusting firm. We built a client portal, a claim workflow and an integrated CRM.
01Brief
Get claims out of email threads.
A property claim runs on documents and updates passed between the firm and its client. The brief was to move claims, documents and client updates out of email threads and into one place.
- Audience
- Clients with a property claim, and the firm that handles it.
- Scope
- Portal and CRM.
02Built
A portal, a claim workflow and a CRM.
A client portal where each claim, its documents and its updates sit together, with a claim workflow behind it and a CRM integrated with both.
- Built
- A client portal, claim workflow and an integrated CRM.
- Stack
- React · Firebase · Google Cloud
03Now
One place instead of email threads.
Claims, documents and client updates live in one portal instead of email threads. We publish no traffic or revenue numbers for this client.
- Numbers
- Only figures a client signs off on; none for this project yet.
Related02
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