Templates, tools, and guides for claims professionals.
Professional-grade downloadable resources and an ROI calculator — built to help TPAs and independent adjusting firms improve evidence documentation today, while evaluating Claim Evidence Manager for the long term.
Professional templates. Instant download.
Pre-qualified SaaS prospects start here. Get professional documentation tools now — upgrade to automated workflows when you're ready.
Claim Evidence Log & Chain of Custody Tracker
Multi-tab workbook: evidence item log, chain of custody entries, file reference index, and status tracker — covers WC, Property, and GL on one sheet.
Direct upgrade path to Claim Evidence Manager SaaS evidence logging module — automated chain of custody included.
SIU Referral Report Template Pack
Three professionally formatted SIU referral memo templates (Workers' Comp, Property, General Liability) with fillable fields, fraud signal summary section, and adjuster certification block.
Demonstrates exactly what Claim Evidence Manager generates in one click — without building it from scratch.
Claim Integrity Audit Checklist
Line-of-business-specific audit checklists covering documentation completeness, evidence adequacy, fraud signal review, and SIU compliance criteria.
Positions Claim Evidence Manager compliance dashboard as the automated, real-time version of this checklist.
Insurance Fraud Red Flags Reference Guide
80+ documented fraud indicators organized by line of business and claim stage; includes real-world signal descriptions, documentation tips, and escalation triggers.
Drives awareness of the fraud signal checklist module in Claim Evidence Manager — the automated version of this guide.
How much is poor evidence documentation costing your TPA?
Adjust the inputs below to estimate your claims leakage and fraud exposure — and the ROI of structured evidence management.
Your Operation
For every $1 spent on Claim Evidence Manager, your operation recovers an estimated $39.4 in leakage prevention and fraud detection.
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Case Studies
Coming Q3 2026Real TPA outcomes — leakage reduction, SIU compliance improvements, and audit success stories.
Documentation & Guides
Coming Q2 2026Step-by-step setup guides, best practice playbooks, and SIU compliance checklists.