Build a real surplus recovery business.
ClaimWorks teaches you surplus fund recovery from start to finish — and hands you the agreements, forms, CRM workflow, and AI agent system to run it like a professional.
Learn at Your Own Pace
Expert-led online courses designed to help you grow your skills and advance your career.
Our Promise to You
No fluff. A complete system you can actually run.
ClaimWorks is new and we’re building it in the open. Here’s exactly what we commit to delivering — and what we won’t pretend.
Compliance-first
Agreements and forms structured to keep your recovery work clean and defensible.
A real workflow
The exact CRM pipeline and step order we use — not vague theory.
Honest expectations
No income guarantees. This is a skilled business that rewards consistent work.
The Full Suite
Everything you need, from skip-trace to signed agreement.
The AI Agent Workflow, start to finish
A documented, end-to-end AI agent pipeline that helps you find claimants, draft outreach, track responses, and move files toward a signed agreement — so one person can do the work of a team.
- Lead sourcing & skip-trace prompts
- Automated outreach drafting
- Status tracking & follow-ups
- Hand-off to signed paperwork
Agreements & Forms
Ready-to-use recovery agreements, authorization forms, and intake documents you can customize.
CRM Workflow
A pipeline blueprint for tracking every claim from lead to payout without losing files.
5 systems
Course, agreements, forms, CRM, AI agent
End-to-end
Find claimants to signed agreement
Lifetime
Access plus future template updates
Ready to start in surplus fund recovery?
Get the course, the templates, the CRM workflow, and the AI agent system — everything ClaimWorks offers in one place.