ClaimWise
Dashboard
Overview
Leads
Upload CSV
Campaigns
Claims ๐Ÿก
Replies ๐Ÿ“ฌ
โญ Priority
๐Ÿ”ฅ

Warm Leads โ€”

Visited their claim link but haven't filed โ€” call these first
Loading warm leadsโ€ฆ
๐Ÿ“Š

Conversion Pipeline

Lead count and surplus value at each stage
View Full Pipeline โ†’
Loading pipelineโ€ฆ
๐Ÿ“ง

Daily Lead Digest

Top 5 priority leads emailed to you every morning at 8 AM ET

Leads by County

    Status Breakdown

    All Leads

    Name Email County Property Address Surplus Est. Sale Date Status Actions

    Upload Lead CSV

    ๐Ÿ“„

    Drop your CSV file here

    or click to browse. Accepts .csv files up to 10MB.

    Required columns: email  |  Optional: owner_name, address, phone, property_address, surplus_amount_estimated, county, sale_date

    CSV Format Example

    owner_name,address,email,phone,property_address,surplus_amount_estimated,county,sale_date
    John Smith,123 Main St,john@email.com,(555) 123-4567,456 Oak Ave Miami FL,15000,Miami-Dade,2024-06-15
    Jane Doe,789 Pine Rd,jane@email.com,(555) 987-6543,321 Elm St Tampa FL,8500,Hillsborough,2024-07-20

    Email Campaigns

    Total Claims
    โ€”
    New
    โ€”
    In Progress
    โ€”
    Filed
    โ€”
    Approved
    โ€”
    Paid
    โ€”
    Intake Form Link

    Submitted Claims

    Loading claimsโ€ฆ

    Inbound Replies

    ๐Ÿ“ฌ

    No inbound replies yet.

    Setup: How Replies Are Detected

    Replies are captured via two methods:

    ๐Ÿ“ก Brevo Inbound Webhook

    Configure in Brevo: Settings โ†’ Inbound Parsing โ†’ Add Domain
    Set Webhook URL to:
    https://claimwise-2.polsia.app/api/webhooks/inbound-email

    ๐Ÿ“ฎ IMAP Polling (every 15 min)

    Set these environment variables on your server:
    IMAP_HOST IMAP_PORT IMAP_USER IMAP_PASS

    โญ Priority Leads

    Scored 0โ€“100 by surplus, mail engagement, claim page visits, and call history
    Loading priority leadsโ€ฆ

    How Scores Are Calculated

    ๐Ÿ’ฐ Surplus (0โ€“30 pts)
    $100K+ = 30 pts
    $50K+ = 25 pts
    $10K+ = 15 pts
    Under $10K = 5 pts
    โœ‰๏ธ Mail Engagement (0โ€“25 pts)
    All 3 mailings sent = 25 pts
    Day-7 follow-up sent = 10 pts
    Initial letter only = 5 pts
    Not mailed = 0 pts
    ๐Ÿ‘ Claim Page Visits (0โ€“25 pts)
    2+ visits = 25 pts
    1 visit = 15 pts
    No visits = 0 pts
    ๐Ÿ“ž Call History (0โ€“20 pts)
    Callback scheduled = 20 pts
    Interested = 18 pts
    Never called = 10 pts
    Not interested = 0 pts