SmartClaim™

CLAIM EXECUTION

Know what to do next—and build the right response.

Choose the situation you are facing. The Execution Vault guides you through the facts, documents, timing, and next step, then helps you prepare a professional response that you review and send yourself.

9
situation areas
42
guided resources
75
situation-specific paths
Standalone accessIncluded with the Auto Claim Academy

When it helps

A recognizable moment, what it can cost you if it slips, and one clear next step.

  • “I need to document what was said or promised during a call.”
  • “The carrier says it did not receive evidence I sent.”
  • “A promised response date passed or an issue remains open.”
  • “The carrier or another record contains an objective factual error.”
  • “I received an offer and want to acknowledge it without countering.”
  • “I need the proposed release before deciding whether to sign.”

Nine situation areas

  • START HERE

    Open or stabilize the claim without over-narrating.

  • SEND SOMETHING

    Submit evidence and preserve proof of what was sent.

  • AFTER A CALL

    Turn material calls and promises into a written record.

  • FOLLOW UP

    Move a quiet or stalled issue forward professionally.

  • CORRECT A FACT

    Correct an objective error without unnecessary argument.

  • THEY DISPUTED SOMETHING

    Get the carrier’s exact position in writing.

  • I RECEIVED AN OFFER

    Preserve the offer and avoid an accidental counter.

  • I’M READY TO SETTLE

    Verify terms, release contents, liens, payment, and closure.

  • WHAT SHOULD I DO NEXT?

    Choose the smallest resource that fits the verified problem.

How it works

  1. 01

    Choose the situation

    Pick the moment you are actually in — a call just ended, an offer arrived, a document went missing.

  2. 02

    Answer factual prompts

    One question at a time. Only facts you know and confirm. If you don’t know, you don’t guess.

  3. 03

    Review the prepared output

    A professional, organized response built from your answers. Edit anything that isn’t true for you.

  4. 04

    You send or use it

    Nothing is sent for you. You decide what goes to the insurer, and when.

What it does

  • Helps you recognize the situation and what usually matters next
  • Walks through facts, documents and timing one step at a time
  • Prepares a clear, professional response for your review
  • Points to the smallest SmartClaim resource that fits when you need more

What it doesn’t do

  • Send anything, contact your insurer, or negotiate for you
  • Give legal advice, legal conclusions or a demand amount
  • Interpret your evidence — that is Claim X-Ray™
  • Store your claim record — that is the Documentation Kit

Two ways to get the Vault

Standalone access

$99$199One-time purchase · introductory price

The complete Execution Vault on its own. It opens the Vault only.

One-time $99 purchase. You pay once — nothing renews.

Included with the Auto Claim Academy

The complete Execution Vault is included automatically with the Auto Claim Academy. The Academy is not required to use the Vault.

About the Academy
  • The Academy teaches.
  • The Documentation Kit organizes and stores.
  • Claim X-Ray™ interprets.
  • The Execution Vault helps you execute routine claim actions.
  • Claim Call provides focused judgment.
  • White Glove provides sustained involvement.

SmartClaim is not a law firm and does not give legal advice. We prepare it. You send it.