We automate the manual portal work your admin team does today, pushing every status update, timestamp, and document to your TPA portals automatically. Protect your Tier 1 scorecard (the ranking that drives dispatch flow) and free your team to focus on the work that actually drives revenue.
Yes, I Want To Scale Without Hiring →Live for NWPMC Homes · Saved 20+ hrs/mo · 0 SLAs missed
Built for contractors on:
Before ServiceFlow Automation, Jess's team was buried in manual portal updates. Docs were sitting in queues, the margin for error on 1-hour contact SLAs was razor-thin, and cash flow was delayed because the admin kept stacking up.
We mapped her exact TPA workflow and deployed a custom automation engine. Now, every document routes itself, portals update instantly, and they haven't missed a single 1-hour window since going live.
Forcing top-producing PMs to do data entry, or constantly hiring new admins just to keep up.
Missing strict first-contact SLAs due to manual data entry lag.
Losing Tier 1 preferred status and bleeding high-margin leads.
Delayed final payments because the COS is stuck on a PM's desk.
Acts as a digital force multiplier, letting your current team handle 2x the claim volume.
Real-time SLA timestamps pushed instantly into your TPA portals.
Flawless, bulletproof scorecards that lock in your Tier 1 status.
PMs stay in the field producing revenue, not keypunching.
We orchestrate the complete lifecycle from assignment to COS without human intervention.
System intercepts the TPA claim and fires an instant acknowledgement back to stop the primary carrier clock.
→Carrier clock stops the moment the claim hits your queue, every time.
Monitors your CRM. When your team logs the first call/text, we immediately push the timestamp to Cotality/CTSO.
→First-contact SLA hit on every single claim, automatically.
Site visit dates are scraped from your calendar and pushed directly to the TPA environment.
→Inspection windows logged in real time. No admin trip back to the portal.
Triggered by CRM status change or geolocation, instantly logging the tech's arrival on site.
→Cycle time tracked accurately. No waiting on admin to mark it done.
We auto-draft the Work Authorization, route it to the homeowner for e-signature alongside the deductible invoice, and push the signed ATR straight into the portal the moment it's executed.
→Signed ATRs land in the portal within hours of inspection, not days.
The Certificate of Satisfaction is auto-drafted and sent to the insured. Upon signature, it instantly uploads to close the claim and trigger your final payment.
→Final payment unlocks faster. Cash flow stops sitting in queue.
Is this infrastructure right for you?
We integrate with DASH, Albi, XactAnalysis, Cotality Claims Workspace (formerly Symbility), Xcelerate, and Restoration Manager, plus others. If you're on a system that isn't listed here, let's talk on the audit call. We may have a workaround, or we can give you a straight answer if we don't.
If you process fewer than 10 TPA claims a month, you are better off having an admin handle it manually. But if you are managing 20, 50, or 100+ claims a month from Alacrity, Sedgwick, Lionsbridge, or Contractor Connection, the SLA margin of error is too high. This system is built for volume scaling.
Not at all. This is a fully managed, "Done-For-You" infrastructure. You don't buy software licenses, and you don't need an IT person to keep it running. We host, monitor, and maintain the entire engine in the background. When a TPA portal updates its website or changes its rules, our team patches the connection instantly, so you never experience downtime and your scorecards stay perfect.
Up to 3 weeks, depending on your specific process. Every business runs their TPA work a little differently, so the timeline depends on how custom your workflow is and how many portals we'll need to map. Because we aren't replacing your CRM or migrating historical data, there's zero downtime for your business while we build.
Because our system offsets the need for a $50,000/yr dedicated portal admin, the ROI is immediate. Pricing consists of a one-time deployment fee to map your workflows, followed by a flat monthly infrastructure fee. We calculate your exact pricing during the audit once we map your specific tech stack and claim volume.
A focused 30-minute call. We start with a few questions about your TPA programs, claim volume, and how your team handles portal updates today. From there, we map your specific portal mix to our 6-step process, identify exactly what we'd automate, and quantify how many hours per month your team could realistically reclaim. By the end of the call, you'll have a clear breakdown and a yes/no on whether we're a fit. No pitch, no obligation. Whether you work with us or not, you walk away with the numbers.
30-Min Audit // No Obligation
Before you hire another $50,000/yr admin, give us 30 minutes. You'll walk away with a portal-by-portal automation map, a plan to keep your scorecards at Tier 1 as your claim volume scales, and a clear path to lift portal work off your current admin's plate so they can focus on the work that actually drives revenue. No pitch, no obligation.
Free. No Obligation. 30 Minutes.