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CloudOffix Claims & Case Management

by CloudOffix Claims & Case Management

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What CloudOffix Claims & Case Management is

CloudOffix Claims & Case Management is a cloud service that coordinates claims and case work from intake and triage through investigation, resolution, escalation, and prevention. It keeps claim details, stakeholder information, communications, documents, evidence, tasks, decisions, and resolution history in one case record. Low-code tools let teams design intake forms, triage rules, investigation steps, escalation paths, approval flows, and customer communications. CloudOffix AI can flag missing information, route assignments, identify SLA risks, recommend next actions, and trigger follow-up from case context. Teams can track evidence requests, customer updates, approvals, and resolution tasks with ownership, priority, due time, and context. Reporting dashboards, audit trails, mobile apps, APIs, and integrations with systems such as SAP or Salesforce support broader operations. The service is available on Android, iOS, web, and API, with a 15-day trial and pricing on request.

Who it suits

It is aimed at operations teams coordinating claims across service, legal, finance, specialist, and other operational groups. Organizations needing low-code workflows, case records, integrations, and mobile access may find it suitable.

What it does well

  • Central case records include documents, evidence, and decisions
  • Low-code tools shape intake and approval workflows
  • AI flags missing information and SLA risks
  • Connects CRM, ERP, finance, and helpdesk systems
  • Daily backups replicate across at least two continents

What to know first

  • No free plan is available
  • Pricing requires contacting CloudOffix
  • Mobile access depends on device, app, permissions, and release
  • LaunchPad plan supports up to 10 active users

Plans

PlanBilled and limitsPrice
LaunchPad Startup PlanUp to 10 active users · invitation code required for startup pricing · page also states $75/user/monthOn request
Corporate PlanContact CloudOffix · teams above 10 users transition to standard corporate modular plansOn request

As cloudoffix.com lists them, read 11 Oct 2026. The maker's own page has the final word.

Verdict

CloudOffix brings intake, workflow, investigation, escalation, reporting, and integrations into a cloud case system. A 15-day trial is available, but plan pricing must be requested.

Facts from CloudOffix Claims & Case Management's own pages

AI automation
CloudOffix AI can flag missing information, route assignments, detect SLA risks, recommend next actions, and trigger follow-up using case context. · cloudoffix.com, 11 Oct 2026
API
CloudOffix APIs can connect existing tools, custom applications, and local systems, and can trigger workflows or send event updates. · cloudoffix.com, 11 Oct 2026
Audit trail
Yes · cloudoffix.com, 24 Sept 2026
Backups
CloudOffix says it keeps daily database backups for 14 days and replicates backups across at least two continents. · cloudoffix.com, 11 Oct 2026
Case records
The product brings claim details, stakeholder information, communications, documents, evidence, tasks, decisions, and resolution history into one case record. · cloudoffix.com, 11 Oct 2026
Collaboration
Case actions, evidence requests, customer updates, approval reviews, and resolution tasks are trackable with ownership, priority, due time, and case context. · cloudoffix.com, 11 Oct 2026
Deployment
cloud · cloudoffix.com, 24 Sept 2026
Free plan
No · cloudoffix.com, 24 Sept 2026
Headquarters
Ankara, Türkiye (Türkiye and MEA headquarters) · cloudoffix.com, 19 Oct 2026
Case intake forms
Yes · cloudoffix.com, 24 Sept 2026
Integrations
The claims page lists CRM, ERP, finance, helpdesk, document management, email, portals, and existing systems as connectable systems. · cloudoffix.com, 11 Oct 2026
Intended users
The claims page presents the product for modern operations teams coordinating claims and cases across operations, service, legal, finance, and specialist teams. · cloudoffix.com, 11 Oct 2026
Mobile
CloudOffix’s FAQ says native iOS and Android applications are available, with access depending on device, application, permissions, and release. · cloudoffix.com, 11 Oct 2026
Mobile apps
Yes · cloudoffix.com, 24 Sept 2026
Purpose
CloudOffix connects claims and case work from intake and triage through investigation, resolution, escalation, and prevention. · cloudoffix.com, 11 Oct 2026
Reporting dashboards
Yes · cloudoffix.com, 24 Sept 2026
Security
CloudOffix says browser-to-server connections use 256-bit SSL encryption and customer data is stored in separate databases. · cloudoffix.com, 11 Oct 2026
Specific integration example
CloudOffix says external data can be brought in from platforms such as SAP or Salesforce and used in operations, automation, and reporting. · cloudoffix.com, 11 Oct 2026
Support
The product page offers a demo request, and CloudOffix lists a support center in its site navigation. · cloudoffix.com, 11 Oct 2026
Workflow
Low-code tools can be used to design intake forms, triage rules, investigation steps, escalation paths, approval flows, and customer communications. · cloudoffix.com, 11 Oct 2026
Workflow automation
Yes · cloudoffix.com, 24 Sept 2026

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