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Claims Tracking
Manage your claims methodically, with traceability and controlled deadlines
Centralize claims, reporting contacts, associated files, calls, interventions, tickets, incidents, and corrective actions in a clear application to process each request faster and more reliably.
Replace scattered tracking with structured and measurable processing
This claims tracking template gathers all useful information in one space: origin of the request, deadlines, responsible party, call history, related interventions, and corrective actions. You gain in responsiveness, consistency of processing, and the ability to prove each step of the file.
8
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
8 linked forms to cover the entire processing cycle
Claim
Central form to register, qualify, assign, and close each claim with its deadlines and follow-up documents.
Contact
Directory of reporting persons or contacts, with their details, their organization, and their communication history.
File
Groups claims on the same subject to manage context, priorities, responsible parties, and deadlines.
Call
Tracks processing calls with the contact person, the result obtained, and the report of the exchange.
Intervention
Tracks planned or completed interventions to concretely address a claim on the ground or in support.
Ticket
Manages support or resolution requests associated with a claim with priorities, assignment, and resolution date.
Incident
Documents incidents related to a claim with their severity, immediate measures, and evidence.
Corrective action
Formalizes the actions taken to sustainably correct the root cause and track their effectiveness until completion.
Everything needed to manage a claim from start to finish
A claim at the center of the process
The Claim form structures the request with a reference, a title, a type, a reception channel, key dates, a status, a priority, and complete operational follow-up.
Direct links to the right contacts
Each claim is linked to a reporting Contact and an associated File, allowing for quick retrieval of contextual information and consolidation of processing history.
A follow-up of exchanges and actions
Calls, interventions, tickets, incidents, and corrective actions are linked to the claim to maintain a unique record of exchanges, findings, and decisions made.
Management by priorities and deadlines
The fields for reception date, response deadline, closure date, priority, and processing responsible allow for prioritizing sensitive files and avoiding delays.
Supervision views for each team
Lists, kanbans, calendars, and dashboards provide an immediate overview of claims to be processed, upcoming deadlines, open tickets, critical incidents, and ongoing actions.
A clear path, from declaration to closure
The template reflects a claims processing driven by steps and enriched by relationships between forms. First, the claim is recorded, linked to the right contact and the right file, then calls, tickets, interventions, incidents, and corrective actions are orchestrated until complete resolution.
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01
1. Register the claim
The claim is entered with its reference, title, type, reception channel, reception date, response deadline, priority, and initial status to initiate processing without loss of information.
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02
2. Attach the context
The reporting Contact helps identify the concerned interlocutor, while the associated File groups claims related to the same subject, client, dispute, or processing issue.
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03
3. Qualify and track exchanges
The Calls linked to the claim retain the content of exchanges: interlocutor, agent, result, and report. The follow-up remains usable even when multiple exchanges are necessary.
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04
4. Trigger operational actions
Depending on the nature of the problem, the claim may point to several Tickets, Interventions, or Incidents. This logic allows for organizing support, maintenance, or anomaly analysis from the same case.
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05
5. Implement and track corrective actions
The linked Corrective Actions serve to manage the decided measures, with a responsible party, a launch date, a deadline, a completion date, and an effectiveness follow-up to prevent recurrence.
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06
6. Close with traceability
The closure date, statuses, and dashboards allow verifying that the claim has been properly processed, measuring deadlines, and consolidating feedback by type or channel.
An interface designed for daily tracking and management
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A useful model for organizations that need to handle sensitive requests without losing traceability
SMEs
Implement a simple and rigorous follow-up of customer, supplier, or internal claims without relying on a complex tool.
Large accounts
Standardize the processing of claims across multiple teams, sites, or departments with shared and measurable management.
Public sector
Structure the management of requests, disputes, and reports with deadlines, responsible parties, and consultable histories.
Associations & NGOs
Organize feedback, complaints, or reports while ensuring clear follow-up of exchanges, actions, and responses provided.
Yes. A claim can be linked to multiple calls, interventions, tickets, incidents, and corrective actions, allowing for tracking a complete file without losing the thread.
Yes. The Claim form is linked to a reporting Contact and an associated File to maintain business context and centralize useful information.
The model provides dedicated fields such as reception date, response deadline, and closure date, as well as views to identify claims to be processed or due.
You can track total volume, critical claims, pending claims, entry trends, status distribution, and reception channel distribution.
Yes. The structure covers both operational tracking, traceability of exchanges, incident analysis, and the launch of corrective actions, making it relevant for support, quality, and operations.
Deploy a more reliable claims tracking, then adapt it to your business rules
Install a ready-to-use base to centralize your claims, contacts, files, and corrective actions. You can then customize fields, views, and responsibilities according to your organization.
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