Designed for Secure Claim Operations
Claim Genie brings claim assignments, surveys, reports, documents, invoicing and reconciliation into one connected platform. Security considerations should be incorporated throughout the application, from user access and permissions to the handling of operational information.
Our architecture prioritizes data separation, structured access controls, and operational auditability to support insurance surveyors, loss assessors, and claims management organizations in operating efficiently and securely.
Security Principles
The following principles guide how access, data handling, and operational controls are structured across the Claim Genie platform:
Role-Based Access
Access to Claim Genie functionality should be controlled according to user roles and responsibilities.
Controlled Access
Organizations can manage access according to the operational responsibilities of their teams.
Data Protection
Claim information and documents should be handled using appropriate application and infrastructure safeguards.
Secure Authentication
Authentication and account access should follow the security controls implemented by the Claim Genie platform.
Operational Visibility
Activity and claim workflows can be managed through structured operational processes.
Secure Development
Security should be considered throughout the development and maintenance of the platform.
Security Across the Claim Lifecycle
Every phase of the claim operations lifecycle—from initial intake to closure—requires specific data handling and permission boundaries:
- Assignment Intake: Controlled allocation restricts claim file visibility strictly to designated surveyors and operational leads.
- Field Mobile Surveying: On-site geotagged photos and mobile inspection checklists are bound to authenticated surveyor sessions.
- Report Generation (JIR / ILA / FSR): Peer review controls and approval gates ensure authorized sign-off prior to report release.
- Document Archives & Closure: Completed claim files, SLA calculation logs, and payment reconciliation records remain stored in structured audit-ready operational archives.
Access Designed Around Your Teams
Claim Genie supports role-based access concepts to align platform capabilities with the distinct operational responsibilities within an organization:
Operations & Coordinators
Manage claim intake, surveyor allocations, status tracking, and dispatch workflows across branches.
Surveyors & Loss Assessors
Access assigned claim files, record field site inspection data, upload loss documentation, and compile survey reports.
Finance & Accounts
Manage scale fee schedule calculations, out-of-pocket expenses, GST billing, and NEFT/RTGS payment reconciliation.
Management & Senior Leadership
Access high-level SLA metrics, operational analytics, branch reporting, and enterprise-wide administrative controls.
Security Practices
Our security approach covers operational, application, and infrastructure layers:
Responsible Security Disclosure
If you identify a potential security issue affecting Claim Genie, please contact the appropriate Claim Genie security or support contact so that the issue can be reviewed responsibly.
Security FAQ
How does Claim Genie manage user access?
User access is managed through authenticated accounts assigned to specific organizational roles, ensuring users can only interact with functions relevant to their tasks.
Does Claim Genie support role-based access?
Yes. Claim Genie is designed around role-based permission structures for surveyors, loss assessors, finance teams, operational coordinators, and administrators.
How is claim information protected?
Claim information, inspection photos, and generated reports are safeguarded through multi-layered access permissions, application controls, and hosting infrastructure protections.
How can I report a security concern?
Security concerns can be reported directly to our support team through our official contact channels for prompt operational review.