Reliable Claim Solutions
From concept to operating system: Building a scalable emergency claims platform from the ground up.
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The Challenge
Reliable Claim Solutions had a vision: become the go-to emergency claims coordination service for insurance carriers. But they were operating in chaos—phone calls, spreadsheets, manual contractor dispatch, no visibility into claim status, and zero accountability when things went wrong at 2 AM.
They needed more than a website. They needed an entire operating system that could turn emergency claims chaos into a clean, auditable, scalable process that insurance carriers could trust.
The Solution
1. End-to-End Workflow Design
We mapped the entire claims process from first call to final report:
- Smart intake forms that filter spam and collect only essential information
- Automated dispatcher workflows with clear handoff protocols
- Contractor coordination system that eliminates phone tag
- Real-time status tracking visible to all stakeholders
2. Smart Automation Architecture
Instead of over-engineering with custom software, we built a flexible automation layer using battle-tested tools:
- Google Sheets as database: Real-time visibility for the team, easy to audit
- Zapier workflows: Connected forms, sheets, notifications, and external systems
- Twilio integration: Automated SMS updates to contractors and clients
- Custom web app: Public-facing professional presence with embedded intake
3. Operational Rules & Accountability
We didn't just automate existing chaos—we redesigned the business rules to create a single source of truth. Every claim has a clear state, every handoff has a trigger, and humans only intervene when automation can't handle it. This made the operation resilient at 2 AM, not just impressive in demos.
The Results
Made the business sellable: Insurance carriers don't buy ideas—they buy processes they can trust. The system we built can be demonstrated, audited, and proven to handle emergencies consistently, not heroically.
Enabled rapid scaling: What was once limited by manual coordination can now handle 10x the volume without adding headcount.
Created operational clarity: The entire team now works from a single source of truth instead of scattered texts, calls, and spreadsheets.
What We Actually Built
"This wasn't just a website project. We designed the entire operational backbone of the business—from how calls enter the system to how outcomes flow back. We turned chaos into a scalable, auditable process that works at 2 AM."
- →Professional website with custom intake forms
- →Automated claims workflow with Zapier + Google Sheets
- →SMS notification system via Twilio
- →Contractor coordination dashboard
- →Real-time status tracking and reporting
- →Complete operational documentation and training materials