Policyholder
Sees only their own claims.
- Pages
- Home, My claims, Documents, Payments, My policies, Emergency help
- Can start
- New claim, Send a document
My claims
Insurance claims portal for policyholders
An insurance claims portal is where policyholders file a claim with photos and follow it to settlement, and adjusters approve or decline each claim with the reason on the record.
Pattern: RequestsDescribe it to Pory
“We're a regional insurer. Policyholders should file claims with photos of the damage, adjusters approve or decline each one, and the claimant can see where their claim stands.”
Viewing as
In plain English
How Pory sets it up
Pory gives every policyholder and adjuster a sign-in of their own. Each policyholder sees only their own claims. It covers file → adjust → pay. Claims, documents, visits and repairs, payments, letters, policies and claims team live in Pory's own database, so there's no spreadsheet to keep in sync.
What it does
Policyholders file a claim with photos while the damage is fresh
Claims started with a phone call, a claim number read out twice and photos sent to an inbox nobody matched to the file. In Pory the policyholder uploads photos of the damage, picks the claim type, and gives the date and an estimated cost. The adjuster gets a complete claim on day one, not a callback list.
Forms to submit a recordDone by: Policyholder
Adjusters approve or decline with the reason written on the claim
Decisions went out in letters that took a week to arrive and explained very little. The adjuster opens the claim, looks at the photos, the estimate and the reports linked to it, and approves or declines it; a decline carries a note the policyholder can read. Fewer complaints start with "nobody told me why".
Approve / reject with a reasonDone by: Adjuster
Claimants see their claim move from submitted to settled
The claims line spent most of its day answering "where's my claim at?" Each policyholder sees their own claims move from Submitted to Under assessment, Approved and Settled, with the inspector's visit and what's been paid alongside. The phone queue shortens, and the people still calling have a question worth an adjuster's time.
Status tracker for the submitterDone by: Policyholder
Who sees what in an insurance claims portal
Every person signs in to their own view. This is what each role in the demo gets.
Adjuster
Sees every claim in the portal.
- Pages
- Home, Claims, Documents, Visits and repairs, Payments, Policies
- Decides
- Marks claims Approved or Declined, with a reason
What’s in the insurance claims portal template
The tables and fields Pory sets up for this portal. Describe your own version and change any of them in the editor.
Claims
- What happened (text)
- Photos (file)
- Claim type (choice: Water damage, Storm damage, Auto, Theft, Travel, Tenant damage)
- Date it happened (date)
- Estimated cost ($) (number)
- Policyholder (link)
- Status (choice: Submitted, Under assessment, Approved, Settled, Declined)
- Claim number (text)
- Policy (link)
- Adjuster (link)
- Description (long text)
- Adjuster note (long text)
Documents
- Document (text)
- Claim (link)
- Status (choice: Requested, Uploaded, Checked)
- Needed by (date)
- Type (choice: Contractor report, Repair quote, Receipt, Police report, Inspection report, Other)
- File (file)
- Policyholder (link)
Visits and repairs
- What (text)
- Date (date)
- Type (choice: Inspector visit, Repairs, Drying, Phone call)
- Claim (link)
- With (text)
- Policyholder (link)
Payments
- Payment (text)
- Claim (link)
- Amount ($) (number)
- Date (date)
- Status (choice: Scheduled, Paid)
- Paid to (text)
- Policyholder (link)
Letters
- Letter (text)
- Sent (date)
- Type (choice: Acknowledgment, Decision, Settlement)
- File (file)
- Policyholder (link)
Policies
- Policy (text)
- Policyholder (link)
- Coverage (choice: Homeowners, Auto, Travel, Landlord)
- Renews (date)
- Deductible ($) (number)
Claims team
- Name (text)
- Role (text)
- Email (text)
The parts behind this portal
Each one reads and writes the same records, so a form, its approval and the status page someone checks are one system. How Pory builds a portal
Collect
1 partForms
Signed-in or public, with typed fields and file uploads. A form files a record; it doesn't start an email thread.
Decide
2 partsApprove / reject with a reason
Decision buttons for whoever may edit the status. Who decided, when, and why stays on the record.
Status tracker
“Where's my request?” answered as a progress bar on the submitter's own page.
Control
3 partsWho sees which records
Each person sees their own records, the ones assigned to them, or the ones they manage. Fields can be hidden per role. Pory sets this up from your description, and you can adjust it in the editor.
Passwordless sign-in
A sign-in link by email, by default. Password sign-in if you'd rather.
Your brand
Your domain, your colors, your logo. Members see you.
Frequently asked questions
A policyholder signs in with a link sent to their email and lands on Home. They see Home, My claims, Documents, Payments, My policies and Emergency help, and only the claims that are theirs. From there they can use “New claim” and “Send a document”.
Adjuster decide: they mark each one Approved or Declined and give a reason. Everyone else sees the decision and the reason on the record, without the buttons to change it.
You invite them. Each person gets a sign-in link by email, with no password to set, and lands in the role you chose for them.
Build your insurance claims portal with Pory
Describe who signs in and what each person needs, and Pory builds it. Join the waitlist while signups open; paid plans are a flat price with unlimited policyholders.