Intake and engagement
Give policyholders one guided place to share the loss, upload records, and answer follow-up questions. Restoria turns that context into a working claim file.
Claim stages: Engage, report, and preserve
Illustrative product viewA complete starting file, ready for the firm to move forward.
How it works
A complete starting file, ready for the firm to move forward.
Prospects and policyholders answer guided questions from a firm-specific link.
Restoria groups interview facts, policies, photos, estimates, and carrier records.
The file comes back with engagement, first-notice, and evidence follow-up work prepared.
New carrier correspondence, inspection dates, and missing evidence stay attached to the starting file.
Inside the workflow
The intake begins with a guided conversation rather than a blank upload folder. Loss facts, property details, contacts, prior communications, and uploaded records arrive in one structured file.
Verified intake facts flow into the agreement, disclosure, representation, and first-notice work instead of being copied between disconnected forms.
The opening file continues into evidence requests, carrier acknowledgments, inspection scheduling, and the unanswered questions that could otherwise disappear into an inbox.
Example opening file
The policyholder completes one interview and uploads the policy, roof photos, and carrier letter. Restoria groups 18 claim facts, identifies missing inspection details, and prepares the opening packet and first-notice work from the same record. When the carrier acknowledgment and inspection notice arrive, both return to that opening file. The firm can see what was received, what is still missing, and which follow-up belongs next without rebuilding the intake from email.
Inside the product
Give every prospect a consistent way to begin.
Collect the loss story without a long static form.
Accept policies, photos, estimates, and carrier records.
Return for missing details without restarting the intake.
Prepare the agreement, disclosures, and representation work.
Carry verified intake facts into the opening claim workflow.
Fits the current stack
Bring the relevant context into Restoria and keep the prepared output connected to the claim.
Browse integrationsConnected product
Claim workspace
Estimates and packages
Correspondence and resolution
Start with one file
Connect the context you already have and ask Restoria for the next piece of work.
