Claims Dashboard

Manage intelligently processed claims & insurance inquiries from one screen.

Team reviewing the claims dashboard

View & manage intelligently processed claims

Filter, search, and act on every claim moving through the pipeline in real time.

Go to claims →

Access Insurance Advisor tools

Profile analysis, policy comparison, and cost optimization for every client conversation.

Go to Advisor →

Claims volume — last 7 days

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Recent activity

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Claims Management

All intelligently processed claims

Claim ID Claimant Date Company Status Payout
{{ c.id }} {{ c.claimant }} {{ c.date }} {{ c.company }} {{ c.status }} ${{ c.payout }}

No claims match your filters.

Pending Claims Queue

Requires manual review

{{ p.id }} — {{ p.claimant }}

{{ p.type }} · flagged as {{ p.status }}

Queue is clear — nice work.

Insurance Inquiries

Latest client questions

Name Topic Date Assigned to
{{ q.name }} {{ q.topic }} {{ q.date }} {{ q.assignee }}

Quick access

Integration settings → Profile → Help & support →

"Wehealt's dashboard gave us instant visibility and control over our claims workflow."

Renata Silva — Claims Operations Lead, Coastal Health

Dashboard FAQ

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