Claim Status & Recovery Tracker
Track filed freight claims from acknowledgment to settlement, age them against carrier SLAs, draft follow-ups, and gate every status change behind a manager approval - so recovery dollars never get forgotten.
A private web app where your team logs filed claims, watches them age against each carrier's acknowledgment SLA, gets follow-up reminders, drafts chase emails, and routes every status change and settlement acceptance through the claims manager - with a recovery dashboard showing filed vs. settled dollars.
Before you start
- A claims register you already keep (spreadsheet or CSV) with at least: claim number, filed date, carrier, and amount filed
- Free Vercel, Supabase, and Resend accounts (the plan walks you through them)
- A list of your carriers and roughly how long each one usually takes to acknowledge a claim
The problem this kills
You file a freight claim, and then it disappears into a carrier's inbox. Weeks pass. Nobody chases the acknowledgment. The carrier "needs more documentation" but the email lands in someone's spam. Three months later finance asks where the $4,200 went, and the honest answer is: nowhere, because no one was watching.
Freight claims aren't lost because they're unwinnable. They're lost because no single place tracks where each one stands, when the carrier was supposed to respond, and whose turn it is to push. The register lives in a spreadsheet that nobody updates, settlement offers get accepted (or not) by whoever happens to read the email, and the gap between what you filed and what you actually recovered never gets measured.
This tool makes recovery a process instead of a hope.
What you'll build
A small, private web app - just for your team - that does the unglamorous work of not letting claims slip:
- A live claims register: every filed claim with its number, carrier, filed date, amount, and current status.
- SLA-aware aging: each carrier has an acknowledgment deadline; the tool ages every open claim against it and flags the ones that have gone quiet.
- Follow-up reminders + drafted chase emails: when a claim is overdue for a response, the tool tells you and drafts the follow-up so you just review and send.
- A human approval gate: status changes and settlement acceptances don't happen on a whim - the claims manager reviews and approves before anything closes.
- A recovery dashboard: total filed vs. total settled, the settled-vs-filed delta, recovery rate by carrier, and what's still open and aging.
What's inside the Implementation Plan
The plan is a single file you paste into an AI coding agent (Claude Code), and it builds the tool with you step by step - no prior coding needed.
It starts by interviewing you about your business. Before it writes a line of code, the plan has the agent ask about your real claims process: how you file today, which carriers you use and their acknowledgment SLAs, exactly how your claim numbers are formatted, your typical and peak claim volumes, who's allowed to approve a settlement, and the messy edge cases (partial settlements, denials, re-filed claims). Then it reads a short tailored spec back to you for a thumbs-up. The tool you get fits your claims desk - not a generic template.
From there it walks through: setting up your accounts, modeling your data, importing your existing register, building the aging and SLA logic, wiring up reminders and drafted follow-ups, adding the manager approval gate, and finishing with the recovery dashboard. Every build step ends with a ready-to-paste prompt.
The governance it includes (this is the point)
This isn't a toy. The plan bakes in the controls a finance team actually needs:
- Login so only your team can open the tool.
- Row-level security so each organization only ever sees its own claims.
- A complete audit trail - who changed which claim, from what status to what, and when.
- A hard human-in-the-loop approval gate: the tool drafts status changes and settlement acceptances, but the claims manager reviews and approves before anything is committed or closed.
- Duplicate guards keyed on the claim number, so the same claim can't be entered or processed twice.
Who it's for
Claims specialists, OS&D (over, short & damaged) coordinators, and the finance people who care about recovery dollars. If you keep a claims register in a spreadsheet and you've ever lost money simply because nobody followed up, this is for you.
You've got this - paste the first prompt and let the plan interview you.