Case study · Insurance
ClaimTrace
Investigation management for insurance investigators.
- Category
- SaaS platform
- Industry
- Insurance
- Platforms
- Web platform
- Technology
- Laravel · Vue · Inertia · MySQL
01 · Project overview
What was built, and for whom.
ClaimTrace is a software platform designed for insurance investigation companies to manage investigations, workflows, assignments, reporting and operational processes from one system. Each investigation firm operates in its own tenant; insurers and claim managers are given access to the cases that concern them.
- Built for
- Insurance investigation companies and their insurer clients
- Type
- Platform
- Platforms
- Web platform
- Focus
- insurance saas web
02 · Business challenge
The problem, as the business experienced it.
Investigation firms tracked cases, assignments and reports across spreadsheets, email and chat, leaving insurers waiting for status and managers without a clear view of workload.
An investigation passes through many hands — intake, assignment, field work, review, report — and every hand-off was a chance for a case to stall or a status to go stale. Insurers chased updates by phone; managers rebuilt the picture from spreadsheets.
- Case files scattered across spreadsheets, email and chat
- No live view of workload per investigator
- Insurers and claim managers chasing updates by phone
- Reports and investigator payroll compiled by hand
03 · Our approach
How we got from the problem to the system.
A tenant-based platform where investigations move through defined workflows, investigators are assigned and tracked, insurers and claim managers see status directly, and reporting and payroll come from the same data.
-
01
Understand
We followed real cases from intake to final report to capture the actual workflow, the exceptions and who needed to know what, when.
-
02
Architect
A multi-tenant model with strict tenant isolation, and a role model covering firm admins, investigators, insurers and claim managers.
-
03
Design
Workflow boards and unified dashboards were designed around how managers actually allocate and review work.
-
04
Build
Delivered in increments: investigations and assignments first, then insurer access, reporting, bulk uploads and payroll.
-
05
Integrate
Notifications, bulk import of claims and AI-assisted fraud analysis were layered onto the core workflow.
-
06
Deploy & support
Production deployment with monitoring and backups, and continuing support as firms onboard new insurers.
04 · Solution architecture
Layers of the system.
Clients at the top, the core application in the middle, integrations and data underneath. Green marks the integration layer where the system meets the outside world.
Clients
- Investigator portal
- Insurer / claim manager access
- Admin console
Application
- Investigation workflow engine
- Assignments
- Reporting
- Payroll
- Unified dashboards
Analysis & integrations
- AI-assisted fraud analysis
- Bulk uploads
- Email & SMS notifications
Data & infrastructure
- MySQL (tenant-isolated)
- Redis queues
- File storage
- Monitoring & backups
05 · Key features
What the system does.
Investigation management
Every case, its documents, timeline and status in one record.
Claims workflows & assignments
Defined stages from intake to report, with investigators assigned and tracked.
Insurer / claim manager access
Clients see the status of their own claims without calling.
AI-assisted fraud analysis
Cases flagged for closer review based on their characteristics.
Tenant-based architecture
Each firm runs in its own isolated tenant on a shared platform.
Reporting, payroll & bulk uploads
Operational reports, investigator payroll and bulk claim import from the same data.
06 · Technology
The stack behind it.
Chosen for the job — mature, supportable and straightforward to host and staff for in Kenya.
- Backend
- PHP Laravel
- Frontend
- Vue Inertia Tailwind CSS
- Data
- MySQL Redis
- Analysis
- AI-assisted fraud analysis
07 · Business impact
What changed for the business.
Outcomes are described qualitatively. Figures are published only when verified by the client and approved for release.
-
01
Automated operational workflows from intake to report
-
02
Insurers and claim managers see case status without phone calls
-
03
Unified dashboards across all open investigations
-
04
Reporting and payroll derived from completed work, not spreadsheets
08 · Screens
Interface illustration.
A representative illustration of the interface, not a live screenshot — no client data is shown.
New2
Motor claim
Property claim
Assigned2
Motor claim
Medical claim
In field2
Property claim
Motor claim
Reported1
Medical claim
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