Executive Summary
A growing insurance claims leader needed one platform to streamline the entire claims lifecycle.
VI Adjusters serves insurers, brokers, and underwriters across the Caribbean, delivering independent loss adjusting and risk management services. As claim volumes and operational complexity increased, the company required a centralized platform to manage customer information, claim records, documents, communications, and workflows while maintaining complete visibility across every stage of the claims process.
The Challenge
Growing insurance operations needed one connected claims management platform.
VI Adjusters was managing insurance claims, customer records, documents, and communications across multiple disconnected systems, making it difficult to maintain data accuracy, automate workflows, and gain real-time visibility into every stage of the claims lifecycle.
“As claim volumes continued to grow, VI Adjusters needed more than a traditional claims management process—they required a centralized platform to automate claim handling, streamline document management, and provide complete visibility from claim registration to final settlement.”
Pain Points
- Insurance claims, customer records, and documents were scattered across multiple disconnected systems.
- Manual claim processing and follow-up tasks slowed operations and increased administrative effort.
- Limited real-time visibility into claim status, pending cases, and team performance.
- Document management and customer communication required repetitive manual work, increasing the risk of delays.
- Existing workflows couldn’t efficiently support growing claim volumes and expanding business operations.
Requirements
- Centralized Zoho Creator platform for managing insurance claims, customer records, and supporting documents.
- Automated claim processing, reminders, notifications, and workflow approvals to reduce manual effort.
- Secure document management with role-based access and seamless collaboration across teams.
- Real-time dashboards providing visibility into claim status, case progress, and operational performance.
- Scalable cloud-based solution built on the Zoho One ecosystem to support growing claim volumes and future business expansion.
The Solution
Zoho Creator — a unified insurance claims management platform
KG CRM Solutions designed and implemented a custom Zoho Creator Claims Management System integrated with the Zoho One ecosystem. The solution centralized insurance claims, customer records, document management, and communication into a single cloud-based platform. By automating claim workflows, reminders, approvals, and reporting, VI Adjusters gained a scalable solution that improved operational efficiency, enhanced collaboration, and delivered complete visibility across the entire claims
Centralized Claims Management
A custom Zoho Creator platform unified insurance claims, customer records, documents, and claim history into a single cloud-based system.
Automated Claims Processing
Automated claim registration, approvals, reminders, and follow-up workflows reduced manual effort and accelerated claim processing.
Customer & User Management
Role-based access, centralized customer records, and secure user management ensured efficient collaboration across claims teams.
Workflow Automation
Deluge-powered automations, notifications, and business rules streamlined repetitive tasks while improving operational consistency.
Claims Dashboard & Reporting
Interactive dashboards provided real-time visibility into claim status, pending cases, operational performance, and business insights.
Document Management
Integrated document storage and secure file management centralized claim-related documents, enabling faster retrieval and improved compliance.
Implementation
Delivered in 2 Months — from brief to live platform
One more Happy Client
Results
One platform. Faster claims. Better outcomes.
The custom Zoho Creator Claims Management System replaced fragmented manual processes with a centralized digital platform for managing insurance claims, customer records, documents, and workflows. By automating claim processing, improving real-time visibility, and streamlining collaboration, VI Adjusters now handles claims more efficiently on a scalable platform built to support future business growth.