Migration story

The Access system that ran a real repair firm — rebuilt for the web.

Claim Job Control is not a generic CRM with a claims skin. It is a deliberate rebuild of the Completecare / Trackmaster workflow: the same clocks, the same profit rules, the same desk discipline — without the desktop lock-in.

For years, a successful UK insurance repair contractor ran its book on a Microsoft Access / Trackmaster stack. It worked — because the rules inside it were paid for in real money: missed contacts, underpriced jobs, estimates that drifted after acceptance.

That stack does not age well. Staff need modern browsers. Managers need to see margin without waiting for a report someone built in 2009. New hires should not need a week of tribal knowledge before they can clear a badge.

So the system was rebuilt screen by screen as Claim Job Control — same business process, new delivery. Production runs today at app.claimjobcontrol.com.

What stayed sacred

The Completecare flowcharts remain the source of truth for timescales. Nothing was “simplified away” to make a prettier demo:

  • First contact targeted within 15 minutes of instruction
  • No survey appointment until the policyholder has been contacted
  • Survey within 48 hours of instruction
  • Estimate within 24 hours of survey complete
  • Per-insurer minimum margin frozen on the claim at creation
  • Variations for post-acceptance changes — not quiet line edits

What changed for the better

The rebuild kept the hard rules and replaced the fragile delivery. Role-based dashboards replace three near-duplicate Access forms. One claim file with tabs replaces SUR / WIP / FIN copies of the same record. Hard navigation opens claims reliably under production load. Estimates are audited at the database — not trusted to good manners.

“If Access still runs your book, you do not need another job diary. You need the same discipline you already trust — on software your next hire can learn in a morning.”

Who this is for

Independent and panel contractors who already understand insurance repair — and who are tired of fighting desktop software, Cotality lock-in on the whole office, or spreadsheets pretending to be a control system.

If you are on Cotality Contractor Workspace for the network, Claim Job Control sits alongside it: you keep the panel rail where mandated; you run margin, contact clocks, WIP, and audit on your own jobs.

Next step

Bring one of your live jobs. We’ll walk it through.

No slideware. Open a claim, hit the margin gate, show the contact clock, show the audit trail. Judge it the way an insurer would.