Skip to content
For Insurance Teams

Collect claim docs via text message

Text your policyholder. They snap a photo and reply.
MagicDocs files it into the right claim — automatically.

No credit card required. Plans from $9/month.

From text message to claim file in under 60 seconds.

No portals. No app downloads. Just a text message your policyholder already knows how to send.

📱
SMS
Request docs via text
📸
Reply
Policyholder texts photos
🤖
AI
Sorts into claim file
Ready
Claim file complete

See how adjusters collect documents by text.

A real SMS conversation between an adjuster and a policyholder — from first text to completed claim file.

Hi Sarah, this is Acme Insurance regarding claim #4821. Could you text us photos of the water damage and your repair estimate?
Sure! Here are the photos of the kitchen ceiling and the estimate from my contractor.
[3 photos + 1 PDF attached]
Got it! All 4 documents received and filed to claim #4821. Your adjuster will review within 24 hours.

Documents auto-sorted into: Damage Evidence (3) • Repair Estimates (1)

Built for insurance agencies and adjusters.

Stop chasing policyholders for documents. Text them a request — they reply in minutes, not weeks.

Collect docs via text message

Text your policyholder a document request. They snap a photo and reply. The document lands in the right claim file — no portal, no app download, no friction.

Claim file assembly

MagicDocs automatically sorts incoming documents into the correct claim file. Photos of damage, receipts, police reports, and proof of loss — all organized by claim number.

AI document recognition

Our AI identifies document types on arrival. A photo of water damage goes to the damage evidence folder. A receipt goes to the expenses section. No manual sorting required.

Automated follow-ups

Set up automatic text reminders for missing documents. Policyholders get a friendly nudge — adjusters stop chasing paperwork and focus on settling claims faster.

Secure & compliant

Documents are encrypted in transit and at rest. Access controls ensure only authorized adjusters see claim files. Audit trails track every document from receipt to resolution.

Claims dashboard

See every open claim and its document status at a glance. Know which claims are ready to settle and which are waiting on policyholder documents — in real time.

Simple, transparent pricing.

Get started today. Plans from $9/month.

StarterTry it on one claim
$0/mo
  • 1 active claim
  • 20 SMS requests/month
  • AI document sorting
  • Email support
Get Started
StarterSolo Adjuster
$19/mo
  • 25 active claims
  • 200 SMS requests/month
  • Automated follow-ups
  • Claim dashboard
Get Started

Get started today. Plans from $9/month.

Common questions from insurance teams.

Everything adjusters and agency owners ask before switching to SMS document collection.

How does SMS document collection work for insurance claims?

You send a text message to your policyholder requesting specific documents — photos of damage, receipts, proof of loss forms. They reply with photos or files directly from their phone. MagicDocs receives the documents, identifies what they are using AI, and files them into the correct claim folder automatically.

Do policyholders need to download an app?

No. MagicDocs works through standard SMS text messaging. Policyholders use the texting app already on their phone. No downloads, no account creation, no technical barriers — which means faster document collection and fewer abandoned claims.

Can I collect documents for multiple claims at once?

Yes. Each claim gets a unique identifier. When a policyholder texts documents, MagicDocs routes them to the correct claim file based on the conversation context. You can manage hundreds of active claims simultaneously from one dashboard.

What types of documents can policyholders send via text?

Photos of property damage, receipts and invoices, police reports, medical records, proof of loss forms, repair estimates, identity documents — anything that can be photographed or attached to a text message. MagicDocs handles images, PDFs, and common document formats.

Is it secure enough for insurance documents?

Yes. All documents are encrypted in transit and at rest. We maintain audit trails for every document received, and access controls ensure only authorized team members can view claim files. MagicDocs is built for regulated industries — see our HIPAA compliance page for healthcare-specific details.

How does this compare to a policyholder portal?

Portals have low adoption — policyholders forget passwords, skip app downloads, or abandon the process. SMS has a 98% open rate and requires zero setup from the policyholder. Agencies using MagicDocs report 3x faster document collection compared to portal-based systems.

MagicDocs works across regulated industries.

Stop chasing policyholders
for claim documents.

Text them a request. They reply with photos and files. Claim file done — no portal required.

Plans from $9/month. Upgrade when you're ready.