Automate your claim payments

ClaimsSnap is the claims payment platform that simplifies all outbound payments for insurance carriers, MGAs, and Third Party Administrators.

With it's highly flexible API or fast and simple no-code dashboard, ClaimsSnap handles all your claim payment need.

The future of claim payments is here.

Empower Your Team

Effortlessly manage claim payments and provide a seamless experience for insureds and claimants.

Save time.Reduce costs.
cost savings

Cost Savings

ClaimsSnap eliminates manual reconciliation and batched check runs; reducing your costs and increasing profitability.

Streamlined Processes

With ClaimsSnap, insurers can automate claims payments, reducing processing time and improving accuracy.

Outbound payments for your business made simple

Streamline your claims payment process with ClaimsSnap, the digital platform that automates payments link for approved claims.

Say goodbye to manual payments handling and enjoy your secure integration with all banks.

fast, simple, secure
Fast. Simple. Secure.
fast, simple, secure
Learn More
dollor is power

Claim payments

Deliver claim payments instantly and securely.

ClaimsSnap eliminates delays with automated digital disbursements, reducing labor and boosting policyholder satisfaction.

claim payments
house icons

Mortgagee approvals

Simplify homeowner claim payments with automated mortgagee approvals.

ClaimsSnap connects to major lenders, securing release authorizations in real time and minimizing paper check bottlenecks.

multiple payment methods

Multi-Party approvals

Handle complex, multi-party claims with ease.

ClaimsSnap routes approvals seamlessly across policyholders, contractors, attorneys, and lenders—keeping everyone aligned while accelerating payments.

paper icon

Paper checks

ClaimsSnap natively supports printing and mailing paper checks, keeping you compliant when recipients don't prefer a digital payment.

Checks support multi-party payouts, and can be sent at four different shipping speeds, from FedEx® Next Day to USPS® Regular.

multiple payment methods

Document mailing

Automate claim document delivery.

From explanation of benefits (EOBs) to settlement notices, ClaimsSnap integrates mailing services that keep communications compliant and efficient, supporting four different mailing speeds.

Documents can also be delivered as digital attachments with ease.

mortgagee approvals
paper icon

Connect any bank

No need to open a new bank account just to connect to your claim payment platform.

ClaimsSnap lets you connect your existing bank accounts, enabling carriers, MGAs, and TPAs to send and receive payments through secure, modern rails.

multiple payment methods

Pending payments

Utilize pending payments to disburse funds to a recipient with nothing more than their email.

This payment type gives your recipient's the power of choice for cashing out with their preferred payment method.

You never have to store and secure sensitive banking data; instead it's self-reported with full tokenization and encryption.

multiple party approvals
house icons

Direct payments

Utilize direct payments to choose how recipients receive funds.

With direct payments, your recipients don't need to take any action.

Simply pass in your recipient's bank information or check address and ClaimsSnap will settle payment.

multiple payment methods

Payment methods

Offer true flexibility for your recipients.

ACH, RTP, paper checks, wires and more—ClaimsSnap equips insurers and administrators with every payment method you need.

multiple party approvals
paper icon

Cross-border payments

Expand globally without friction.

ClaimsSnap supports cross-border claim payments, helping you disburse funds internationally with compliance and speed.

Pay recipients in 202 countries.

Settle cross-boarder payments anywhere in Dollars/Pounds/Euros, with support for up to 147 local currencies.

multiple payment methods

CMS integration

Seamless integration with claims management systems.

ClaimsSnap plugs directly into existing CMS platforms, enabling automated payments without costly rip-and-replace.

paper icon

White labelling

ClaimsSnap’s white-label platform lets carriers deliver branded payment experiences that strengthen trust and loyalty.

multiple payment methods

IAM & Teams

Control access with enterprise-grade Identity and Access Management.

ClaimsSnap ensures teams collaborate securely with role-based permissions and audit trails.

Fast. Simple. Secure.

AgentSnap is an agency-billing and policy binding platform for insurance Agents, existing within SnapRefund’s portfolio of synergistic insurance technology.

1

Invoice Customers

Use the AgentSnap dashboard to generate invoices and send a secure payment request link to your policyholders.

dollors are the base

2

Collect E-Signatures

Upload documents and collect signatures.

Easily attach documents to your invoices.

3

Auto-Remit Premiums

AgentSnap securely monitors payment settlement into your bank account, then automatically remits your customer’s payment to the insurer for you.

digital assets

Choose the right plan for your business

Basic

Start small

$15 / Monthly

Start free trial
  • Essential chatbot capabilities to get you started
  • Communicate in 10+ languages
  • Seamless connection with platforms like WordPress and Shopify
  • Up to 1,000 monthly conversations

Pro

Scale your capabilities

$85 / Monthly

most popular

Explore Live Demo
  • Advanced automation and customization tools
  • Communicate in 50+ languages
  • Compatible with all major platforms and CRMs
  • Up to 10,000 monthly conversations
  • In-depth insights with exportable reports

Enterprise

Do more with enterprise

$125 / Monthly

Start free trial
  • Full access to all functionalities
  • Communicate in 100+ languages
  • Tailored solutions for unique business needs
  • No chat limits—scale as needed
  • Priority assistance and personalized onboarding
  • Deep learning-powered analytics for actionable business strategies

Basic

Start small

$10 / Yearly

Start free trial
  • Essential chatbot capabilities to get you started
  • Communicate in 10+ languages
  • Seamless connection with platforms like WordPress and Shopify
  • Up to 1,000 monthly conversations

Pro

Scale your capabilities

$65 / Yearly

most popular

Explore Live Demo
  • Advanced automation and customization tools
  • Communicate in 50+ languages
  • Compatible with all major platforms and CRMs
  • Up to 10,000 monthly conversations
  • In-depth insights with exportable reports

Enterprise

Do more with enterprise

$100 / Yearly

Start free trial
  • Full access to all functionalities
  • Communicate in 100+ languages
  • Tailored solutions for unique business needs
  • No chat limits—scale as needed
  • Priority assistance and personalized onboarding
  • Deep learning-powered analytics for actionable business strategies

Our happy customers

Discover how carriers, Managing General Agents, and Third Party Administrators are taking the effort out of their payment operations and settling payments worldwide with an elegant UX.

“Together with ClaimsSnap, we’re making power resilience accessible, rewarding, and sustainable for agents and the clients they serve.”

Wendy Boe

Chief Compliance Officer

Your Centinel

your assets

"ClaimsSnap has helped us level up our customer experience. Previously painful and time-consuming reimbursement processes are now a delightful customer experience thanks to the software they've built."

Nestor Solari

Co-Founder & CEO

Sigo Seguros

“In forming this partnership, we were excited that ClaimsSnap offers a reliable claims processing service that excels in both technology and ease of use. Together, we’re committed to delivering seamless, efficient solutions that give families more time to focus on what matters most—caring for their pets—while we handle the rest.”

Joshua Snead

CEO

Rainwalk Pet insurance

"ClaimsSnap is such a great solution! It helps us simplify and streamline our claims process so we can focus on keeping our customers happy, retained and on track to generational wealth."

Joah Spearman

Founder & CEO

TenYour

Carriers

Make your claims team more efficient with powerful
claim payment automation in a one-stop-shop platform.

What does each Payment Status mean?
Why am I seeing "Action Needed : Document"?
How do I opt out of email communication?
As a consumer, what are the benefits of using SnapRefund?
How secure is ClaimsSnap?
What is Plaid?
How long can a reimbursement stay in a recipient's account?
Will reimbursement always be received in full?
Do I need to confirm my details each time a reimbursement is available?

Claims Executives

Lead with confidence. ClaimsSnap empowers executives to cut claim cycle times, reduce operational bottlenecks, and deliver a frictionless policyholder experience that closes claim files faster.

With built-in mortgagee and multi-party approvals, executives can finally align compliance with speed—transforming claims from a cost center into a competitive advantage.

CFOs

Control costs and maximize efficiency. ClaimsSnap centralizes all payment workflows—digital disbursements, paper checks, cross-border payments, and more—while maintaining full transparency and using your existing banks: no FBOs needed.

Automated reporting and real-time payment tracking give CFOs the financial clarity they need to reduce leakage, improve reconciliation, and strengthen the bottom line.

Accounting Teams

Simplify disbursement, reporting, and reconciliation. Accounting teams can settle payments directly into recipient bank accounts or mail checks anywhere with the press of a button.

ClaimsSnap integrates directly with claims management systems and supports customizable exports, making audits and financial closeouts faster and cleaner.

With full visibility into pending and completed payments, accounting teams can eliminate manual processes and focus on strategic insights.

MGAs

The trusted choice for payments by MGAs across a holistic span of programs.

What does each Payment Status mean?
Why am I seeing "Action Needed : Document"?
How do I opt out of email communication?
As a consumer, what are the benefits of using SnapRefund?
How secure is ClaimsSnap?
What is Plaid?
How long can a reimbursement stay in a recipient's account?
Will reimbursement always be received in full?
Do I need to confirm my details each time a reimbursement is available?

Claims Teams

Free your team from manual processes. ClaimsSnap automates disbursements, approvals, and document mailing, letting claims professionals focus on resolving cases instead of chasing payments.

With real-time tracking and flexible payout methods, the platform is as nimble as your team—offering the perfect payment options for every program you run. Claims teams can close files faster and deliver the smooth experience policyholders expect.

CTOs

You need a platform as modern and flexible as you are. ClaimsSnap integrates seamlessly with your tech stack, connects to any bank, and supports all major payment rails.

API implementation takes less than a day, enabling rapid adoption without straining IT resources.

With enterprise-grade IAM, white-labelling, and API-driven workflows, CTOs can innovate securely while reducing technical debt and avoiding costly rip-and-replace projects.

CFOs

Gain financial clarity and reduce costs. ClaimsSnap consolidates payment workflows into one platform, providing CFOs with transparent reporting, automated reconciliation, and built-in compliance.

From cross-border payments to multi-party approvals, CFOs get the control they need to strengthen margins and reduce leakage.

TPAs

Unlock powerful program administration with ClaimsSnap's payment automation.

What does each Payment Status mean?
Why am I seeing "Action Needed : Document"?
How do I opt out of email communication?
As a consumer, what are the benefits of using SnapRefund?
How secure is ClaimsSnap?
What is Plaid?
How long can a reimbursement stay in a recipient's account?
Will reimbursement always be received in full?
Do I need to confirm my details each time a reimbursement is available?

Claims Teams

Speed matters. ClaimsSnap gives adjusters and claims managers instant access to digital disbursements, multi-party approvals, and document mailing, helping them resolve files faster.

By supporting every payment option carriers demand, ClaimsSnap keeps TPAs as agile as the clients they serve.

Operations Teams

Scale efficiency without adding overhead.

ClaimsSnap automates repetitive workflows, tracks pending payments in real time, and ensures compliance across every claim program.

Operations leaders gain the visibility they need to deliver stronger SLAs and exceed client expectations.

Finance Teams

Get total financial clarity. ClaimsSnap centralizes disbursements, reconciles payments automatically, and supports multiple payment rails and banks—including checks and cross-border transactions.

Finance leaders at TPAs reduce leakage, cut costs, and provide carriers with the accurate reporting they require.

Frequently asked questions

Find answers to common questions about ClaimsSnap.

What does each Payment Status mean?
Why am I seeing "Action Needed : Document"?
How do I opt out of email communication?
As a consumer, what are the benefits of using SnapRefund?
How secure is ClaimsSnap?
What is Plaid?
How long can a reimbursement stay in a recipient's account?
Will reimbursement always be received in full?
Do I need to confirm my details each time a reimbursement is available?

More questions?
Let us know at: support@snaprefund.io

  • Awaiting-sign-up
  • Awaiting-cash-out
  • In-transit
  • Settled
  • Canceled
  • Failed

In your Transaction History you’ll see all of the payments you’ve sent and received.

As your payments travel within ClaimsSnap you’ll find the status updates in real-time. There are six potential statuses:

Check out what each status means below.

Event
Payment sent
Sender cancels payment before cash out
Recipient cashes out
Transaction completed within banking or card network
Transaction failed within banking or card network
Transaction canceled within banking or card network
Payment Status
Awaiting-sign-up or Awaiting-cash-out
Canceled
In-transit
Settled
Failed
Canceled

Opting out of communication is easy!
Navigate to Preferences (click the hamburger menu tray if you're on mobile).
From here, you can choose which communication channels are allowed.

Security is at the center of what we do at ClaimsSnap.

All data is encrypted and tokenized where possible, and ClaimsSnapdoesn't store any sensitive payment data on our servers, mitigating the impact of  an unlikely data breach.

Additionally, ClaimsSnap conducts regular penetration testing and monitors platform usage 24/7 to ensure you can enjoy the highest quality, safest payment experience.

On the ClaimsSnap platform, a recipient’s pending payment will remain available until it is settled by the receiver, or canceled by the sender. There is no limit to when you are able to retrieve your money.

On ClaimsSnap every payment needs to be confirmed each time a recipient wishes to cash out funds for pending payments.

For direct payments made via the API, recipients do not need to take any action to receive their funds; they will show up automatically via the sender's chosen method.

In some cases, the financial institutions we partner with automatically flag accounts they were unable to identify automatically and they request a manual review of a user's identification.

Not to worry, everything is okay! We simply need to have one of our identity verification partners verify that you're you.

When uploading a picture of your government issued photo ID, license, or passport, keep the following in mind to avoid longer verification timelines:

  • All 4 Edges of the document should be visible
  • A dark/high contrast background should be used
  • At least 90% of the image should be the document
  • Should be at least 300dpi
  • Capture image from directly above the document
  • Make sure that the image is properly aligned, not rotated, tilted or skewed
  • No flash to reduce glare
  • No black and white documents
  • No expired IDs

Once you upload your document we'll have it reviewed in anywhere from a few seconds to 2 business days. You'll be notified when review is complete.

Being a user on ClaimsSnap comes with a lot of benefits. The biggest being the different payment method options you have at your fingertips. From Instant Payouts that settles in seconds, to ACH payments, to good ole checks. Using ClaimsSnap allows you to get paid anyway you want, anytime you want, even on nights and weekends. In addition, our User Interface makes it so easy for you to navigate the platform.

Plaid makes it easy to securely connect your bank to ClaimsSnap. Plaid connects to thousands of financial institutions across the United States. With Plaid, connecting your bank account is easy. With Plaid, you’re in control of your data. You choose whom your data is shared with, for what purpose, and how long.

On ClaimsSnap every reimbursement is paid in full. The amount shown in the final Confirmation step is always the amount that recipients will receive.

Experience the power of ClaimsSnap

Request a demo or sign up for a plan to streamline your claims process.

power of claimsnap