Case Management Software for Insurance Investigations

Built by investigators for SIU teams, fraud investigators, and insurance claims professionals.

Bring cases, evidence, reporting, and collaboration into one secure investigation workspace.

Connect with our team to learn how CROSStrax supports your SIU workflows.

Insurance Fraud Costs $40 Billion Annually. Your Tools Should Match the Challenge.

Insurance special investigation units need more than disconnected spreadsheets, inboxes, and shared folders. CROSStrax gives insurance investigation teams one place to organize cases, document decisions, protect evidence, and keep every stakeholder informed.

When case details live across multiple systems, investigators lose time reconciling records instead of following leads. A purpose-built case management platform creates a consistent workflow from intake through reporting, helping teams respond to suspected fraud with clarity and control.

Key Features for Insurance Investigation Teams

SIU Workflow Management

Configure case types, statuses, assignments, tasks, deadlines, and communications around the way your SIU actually works. CROSStrax makes it easier to coordinate internal investigators, outside vendors, claims teams, and counsel without losing the complete case record.

Compliance Documentation and Audit Trails

Document activities as they happen and maintain a defensible history of the investigation. Consistent records support internal reviews, regulatory expectations, and handoffs, while giving managers visibility into work in progress.

Evidence Management and Secure Sharing

Keep photos, videos, documents, notes, and related files connected to the correct case. Secure collaboration reduces the friction of working across teams and helps preserve the context behind critical evidence.

Reporting for Insurers, TPAs, and Counsel

Turn case activity into clear, tailored reports. CROSStrax helps teams organize the information stakeholders need, so reporting is more consistent and less dependent on manual rework.

Security and Compliance for Sensitive Insurance Data

Insurance investigations involve sensitive claimant, policy, and investigative information. CROSStrax is designed to support disciplined data handling with role-aware workflows, controlled access, and an auditable case history. Our platform is built on SOC 2 certified infrastructure and can support CJIS compliance requirements where applicable.

Teams can use standardized processes to strengthen chain-of-custody documentation, reduce informal file sharing, and make accountability visible throughout the life of a case.

Built by Investigators, for Investigators

CROSStrax was created by people who understand investigative work. That perspective shapes a platform that combines case handling, staffing, billing, reporting, marketing, and integrations with more than 1,500 applications. Instead of forcing SIU teams to adapt to generic project software, CROSStrax helps them run investigations with the structure their work demands.

Whether you manage complex insurance fraud investigations, coordinate surveillance, or need a better way to share progress with claims stakeholders, the platform provides a connected operational foundation.

Frequently Asked Questions About Insurance Investigation Software

What is SIU case management software?

SIU case management software is a purpose-built system for organizing insurance fraud investigations. It centralizes case details, assignments, evidence, notes, tasks, and reporting so special investigation teams can manage work consistently.

How does CROSStrax help with insurance fraud investigations?

CROSStrax brings case workflows, evidence management, documentation, and reporting into one platform. It helps investigators keep records connected, collaborate with stakeholders, and maintain visibility across active cases.

Is CROSStrax SOC 2 compliant?

CROSStrax uses SOC 2 certified infrastructure and is designed to support secure handling of sensitive investigative data. Connect with our team to discuss your organization’s specific security and compliance requirements.

Can CROSStrax integrate with my existing tools?

Yes. CROSStrax integrates with more than 1,500 applications, helping teams connect the tools they already use and reduce duplicate data entry.

How much does CROSStrax cost for insurance investigation teams?

Pricing depends on your team’s needs and workflow. Visit our pricing page or connect with our team for a tailored conversation.

Ready to Transform Your Insurance Investigations?

Give your SIU team a connected workspace for cases, evidence, compliance documentation, and reporting.

What is SOC Type 2?

Achieving SOC 2 Type II certification is a rigorous and demanding process that demonstrates our deep commitment to data security and operational excellence. This certification isn’t just a checklist—it requires months of preparation, ongoing documentation, and an in-depth audit by an independent third party.

Unlike Type I (which evaluates a point in time), SOC 2 Type II assesses how well an organization’s security controls perform over an extended period—typically 3 to 12 months. Successfully earning this certification proves that we consistently follow strict standards for security, availability, and confidentiality of customer data. Few companies meet this high bar, and we’re proud to be among them.