The platform

One platform. Every workflow.

Claimaro is built as a single operating system for sharing ministries and self-funded groups. No stitching together vendors. No separate logins. No reconciliation headaches.

Adjudication

A claims engine that actually auto-adjudicates.

Priority-based rule evaluation, pricing logic, and cost-sharing calculations run automatically on every claim. Submit electronic claim files, review what lands in the queue, and ship remittances without touching a spreadsheet.

  • Electronic claim intake & remittance (EDI-ready)
  • Rule engine with priority ordering and conditional logic
  • Automatic pricing with fee schedules & contracts
  • Accumulator tracking (deductible, OOP max, sharing limits)
  • Full audit trail on every claim decision
Claim #4712
Billed
$2,480.00
Allowed
$1,238.50
Member
$247.70
Plan pays
$990.80
✓ Auto-adjudicated · 3 rules applied · 0 flags
Enrollment

Public enrollment funnels, built in.

Launch branded enrollment experiences without touching code. Multi-step wizards, plan selection, dependent entry, document collection, payment, and automatic ID card generation — all native to the platform.

  • Drag-and-drop enrollment form builder
  • Multi-plan, multi-tier selection flows
  • Dependent and beneficiary management
  • Welcome packets & ID card PDFs
  • Per-tenant branding and domain routing
Step 3 of 5
Choose your plan
Family · Gold$847/mo
$125k sharing limit · $500 member share
Family · Silver$612/mo
$75k sharing limit · $1,000 member share
Payments

Community-fund accounting, purpose-built.

Manage a pooled fund the way the model actually works — members in, bills out, transparent reconciliation. Multiple gateway options so you can keep the processor that already works for you.

  • Double-entry fund ledger with full audit trail
  • Stripe, NMI, and Authorize.net support
  • ACH payouts to providers and members
  • Recurring member billing & dunning
  • QuickBooks & general-ledger exports
Fund balance
$2,184,320.51
▲ $84,210 this week
Member contributions · Apr+$412,800
Provider payouts · Apr−$328,590
Admin fees−$12,400
Member Portal

A member experience that doesn't feel like 2005.

A modern self-service portal — branded per tenant — where members see their plan, claims, EOBs, and documents, add dependents, and pay their share. All without a support ticket.

  • Claims and EOB history with PDF downloads
  • Digital ID cards (Apple & Google Wallet ready)
  • Document uploads and verification
  • Dependent and beneficiary self-service
  • Branded domains & tenant theming
Member ID
MBR-48291-03
claimaro
Member
Laura Chen
Plan
Family Gold
Group
Harmony Ministry
Effective
Jan 1, 2026
CRM & Conversations

Lead to member, in one workspace.

Sales pipelines, SMS + email threads, call logs, and activity timelines — integrated with the same system that manages members and claims. The person enrolling today is the member filing a claim tomorrow.

  • Pipeline views with drag-and-drop stages
  • Two-way SMS with STOP/DND handling
  • Email conversations with merge fields
  • Click-to-call with Twilio & VoIP
  • Unified activity timeline per contact
New
24
Quoted
11
Closed
7
SMS · Thanks! Will book a call tomorrow.2m
Call · 8-min discovery w/ M. Ortiz1h
Email · Quote sent · Gold plan3h
Marketing & Growth

Grow the community without another vendor.

Run your entire growth engine inside Claimaro — landing pages, forms, lead scoring, email + SMS sequences, and campaign analytics. Built to replace your GHL or HubSpot setup, not bolt onto it.

  • Landing page & form builder with themes
  • Email campaigns with TipTap drag-and-drop editor
  • Unified email + SMS sequences
  • Lead scoring and pipeline automation
  • Attribution, tags, and segmented lists
Spring Enrollment · Sequence
Day 0 · Welcome email
Sent 1,284 · 68% open
Day 3 · SMS follow-up
Sent 982 · 42% reply
Day 7 · Plan comparison
Scheduled
Infrastructure

Built for compliance and scale.

Serious healthcare operations need serious infrastructure. Claimaro runs on a modern stack with healthcare-grade controls.

HIPAA & SOC 2 compliant

Audit logs, PHI encryption at rest and in transit, role-based access, SOC 2 Type II controls, and BAA included on every plan.

Multi-tenant

Tenant isolation via row-level security. Branded domains and per-tenant config.

Open integrations

Webhooks, API access, Zapier, and native connectors for QuickBooks, Stripe, Twilio, SendGrid, and more.

Ready to see the platform?

A 30-minute demo is the fastest way to understand what Claimaro can replace. We'll walk through a flow modeled on your plan.

Book a demo See pricing