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The Claims Management software platform that does it all.
AgileCase's powerful yet easy-to-use Case Management platform was built, from the ground up, with Claims Case Management in mind.
Use AgileCase to:
Capture & Process - Capture information inside AgileCase and then process your work using the AgileCase platform.
Measure & Inform - Measure using our advanced reporting technology and inform your customers using letters, emails, SMS's, the AgileCase portal or 3rd party API Integration.
Capture Your Information
Use AgileCase's built in forms, or build your own flexible claim forms with custom fields, localizations, labels and more.
Maintain excellent user experiences across the board, from simple to super complex, multi-step forms and portals.
Send your data into AgileCase from any external source using the AgileCase API.
AgileCase Forms & Custom Fields
AgileCase Progress Your Cases
Process It
Design your own workflow.
Configure AgileCase to adapt to your processes, rules, and guidelines.
Customize your dashboard and tracking views, maintain data consistency and implement your own ways and methods within AgileCase.
Agile Scripting
Automate your company's activities.
Spend less time on repetitive admin tasks and increase Productivity using AgileCase scripting.
Agile Scripts can send templated email or SMS notifications, populate values in your case, add tasks or integrate with 3rd parties - all without human intervention.
Agile Templates
Manage Documents
Quickly and efficiently manage documents with AgileCase's Powerful document management system.
Generate customized Policy documents, emails, and SMS's, easily attach information to key documents using AgileCase Templates.
Reduce E&O risk, and send your clients a consistent message regardless of the platform.
Measure Progress
accurate, deep insights into your staff, your business, and your clients.
Build and run effective reports to gain valuable, real time information, in finances, client retention, churn, and all the key areas of your entire business.
Measure and track growth and productivity, view results, print, or export to Excel using AgileCase reporting tool.
AgileCase Reports
Inform Clients & Partners
Use AgileCase letters, emails, SMS's, reports and portal to inform your clients and partners.
Send automatic real time updates, reduce waiting times and phone calls and keep your clients happy.
What our users are saying about AgileCase
"Our storage costs are down dramatically"
"Using AgileCase's Docs and Comms feature means we don't need to store boxes of archive documents for each case, its revolutionized how we do things." learn more"The whole team has access to the case history"
"We've cut down on internal friction. All team members can get instant access to the whole case history immediately." learn more"The fields on AgileCase match our process"
"We've been able to design our forms to match our process, AgileCase's Custom Fields mean that we don't have to 'hack' fields for the wrong type of data" learn moreUsed By These Awesome Companies
Our customers include foundations, not for profits, charities, law firms, banks and many more.
Lets talk about how we can bring value to your business
Schedule a demo
Our experts will listen to your needs and give you a tailored system demo.