Xtrm allows you to integrate custom claim forms directly from external software systems into your account. This capability streamlines the payment lifecycle by automatically creating claim records, which can then be reviewed, managed, and executed upon approval.
How External Integrations Work
Submission via Partner Platforms: Claims are created using custom claim forms built into third-party integrations, such as Salesforce (SFDC) or bespoke Independent Software Vendor (ISV) applications.
Automatic Record Creation: When submitted externally, claim records are generated inside your Xtrm account automatically—eliminating manual data entry.
Review & Approval: Account administrators can review incoming claims, verify details, and release payment instantly once approved.
Key Benefits
Reduced Admin Overhead: Automated transfer of claim details from your CRM/ERP straight to Xtrm.
Faster Payouts: Immediate visibility into pending claims allows quick approval and disbursement.
Flexibility: Works with standard tools like Salesforce or custom software built for your business needs.
Key Benefits
Reduced Admin Overhead: Automated transfer of claim details from your CRM/ERP straight to Xtrm.
Faster Payouts: Immediate visibility into pending claims allows quick approval and disbursement.
Flexibility: Works with standard tools like Salesforce or custom software built for your business needs.
Supported Partner Integrations
Xtrm collaborates with a wide network of software and integration partners to support specialized claim workflows.
Need a custom integration? Contact Xtrm Support to request our full partner directory or to discuss integrating custom claim forms with your existing software suite.
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