Insurance Claims Stuck in Your CRM? Here’s the Fix

You think your insurance claims are slow. The real problem? Your CRM isn’t enforcing the follow-up.

Unless your CRM forces accountability, claims will fade into the background — adjusters ignored, supplements lost, payments delayed.

Where Claims Die Inside the CRM

• No cadence or follow-up schedule → adjusters go silent for weeks.
• No owner assigned → everyone assumes “someone else is handling it.”
• No automations → tasks don’t fire, claims don’t age, nothing reminds people.

And when your claims board doesn’t get visibility, stuck cases pile up.

Why This Problem Matters

• Claims may expire or be denied if not actively pushed. One roofing lead site warns: “A claim left unattended can expire or get denied.”
• Roofers with good tech systems see claims approved 3× faster and submit 62% fewer supplements.
• In insurance workflows broadly, automation is key to keeping manual, error-prone follow-ups from sinking the process.

So yes — it’s not just “waiting on the adjuster.” It’s your CRM letting claims rot.

How Saenz Global Fixes Claims from the Inside Out

We inject structure, accountability, and timing into your system so claims can’t just fade away. Here’s how:

1. Cadence locked into CRM
   Automations trigger follow-up tasks every 48 hours. No more hoping someone remembers.
2. Tasks reassigned daily until closure
   If one person misses it, it bounces to someone else automatically.
3. Supplements submitted & tracked in the same board
   No separate systems or spreadsheets — everything lives in one view.
4. Reliable, real-time reporting
   See aging claims, bottlenecks, patterns — trust your numbers.

When your CRM enforces the claims process, adjusters don’t disappear. Claims don’t age. You get paid.

What You Should Expect

• Claims actively pushed, not ignored
• Fewer lost supplements or missing documents
• Faster payouts & fewer denials
• Better cash flow because claims don’t stall
• Confidence knowing your team isn’t missing what “someone else” should’ve done

Quick Action Plan: Clean Up Your Insurance Claims Workflow

1. Audit your claims board — how many claims haven’t moved in 7+ days?
2. Build automations: claims open → follow-up task every 48 hrs.
3. Assign ownership rules so every claim has someone responsible.
4. Centralize supplements, photos, documents, communications in the same claim record.
5. Review and adjust weekly — which claims lag and why?