ClaimFlow Capital
Financial services
A clearer path from first inquiry to complete file.
Receivables-based working capital for public adjusters, medical providers, and operating businesses, with an intake funnel that qualifies visitors before they apply.
Problem
Interested visitors hit a generic marketing experience, could not self-qualify by industry, and dropped off before applying. The team spent time chasing leads that should have filtered themselves out.
Solution
Axiqom mapped the sales workflow first, then built industry-specific pages, eligibility paths, and Apply CTAs wired into DocuSign so qualified applicants enter intake without manual re-entry.
Outcome
The handoff changed from visitor asks, team chases to qualified visitor applies, team reviews.
The workflow was clear; the funnel was not
ClaimFlow sells working capital against receivables. Public adjusters, medical providers, and operators each need different eligibility paths, but the site treated every audience the same.
Apply CTAs did not flow into a structured application, and follow-up fell back to the sales team.
What Axiqom built
Industry-specific marketing pages, eligibility criteria by audience, a four-step funding process, and Apply CTAs wired into DocuSign intake.
We did not start with a CRM or admin portal. We built the repeatable handoff from interest to signed application first.
The result
Visitors can understand the product by industry, see how funding works, and apply through one integrated workflow.
The team spends less time on unqualified interest and more time reviewing applications that arrive ready for review.
