ClaimsXchange

What ClaimsXchange does

ClaimsXchange is a private professional membership and events organization serving the U.S. insurance claims industry. Founded in 2019 and headquartered in Delray Beach, Florida, it connects claims professionals, risk managers, corporate counsel, defense attorneys, and service providers through a calendar of in-person events including the ClaimsAcademy intensive learning program, the Education x boutique series, a three-day Annual Conference, and a Holiday Party. The organization operates a MemberClicks-based membership platform and runs six specialized ClaimsAcademy learning tracks that lead to the proprietary Insurance Claims Management Specialist (ICMS) designation.

The core product set is centered on ClaimsAcademy and its ICMS designation, which is delivered through six specialty tracks (Casualty, Construction, Cyber, Professional Lines, Transportation, Workers' Compensation) with cohorts limited to 25 peers per track, supplemented by the claimsXcellence executive leadership workshop and a flagship Annual Conference. The technology layer is conventional: a website (theclaimsx.org) on the MemberClicks membership platform with supporting social channels and event-management infrastructure rather than any proprietary AI, data, or claims-processing technology. Strategic partnerships with Claim Connect IQ, JIN Law, Ladder Down, RING, RISE Vision, and SERMA extend the ecosystem into digital marketplaces, DEI certification, and adjacent insurance verticals.

The business model combines freemium and fee-based revenue streams. Membership is free for qualified claims and risk professionals, while defense attorneys, corporate counsel, and service providers access fee-based tiers including the Elite Supporter Attorney program (annual firm dues with limited slots, reportedly full with a waitlist). Additional revenue comes from tiered event sponsorships and ClaimsAcademy program fees. The organization is bootstrapped with no disclosed institutional funding and operates with a 1-10 person team led by founder and CEO Sydney Posner and President Deborah Saunders (formerly Executive Director of Claims Management at Comcast NBCUniversal).

Name

ClaimsXchange

Legal name

CLAI

Website

https://theclaimsx.org

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

ClaimsXchange is a private U.S. membership and events organization, founded in 2019, that connects insurance claims professionals, risk managers, defense attorneys, and service providers through conferences, the ClaimsAcademy program, and the ICMS designation.

Ownership category

akta.pro rank

Headquarters

HQ city

Delray Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Membership Fees: Free membership for claims and risk professionals; fee-based membership tiers for corporate counsel, defense attorneys, and service providers. Basic Attorney Membership is free while Elite Supporter Attorneys pay annual firm dues with discounted and early registration benefits.
2. Event Sponsorships: Sponsorship opportunities at signature events including ClaimsAcademy, Education x Chicago, Annual Conference, Holiday Party, Education x Napa, and Education x Charleston. Sponsors gain brand exposure, access to industry leaders, and networking opportunities through various sponsorship tiers.
3. ClaimsAcademy Program Fees: Revenue from the ClaimsAcademy intensive learning program with six specialized tracks leading to the Insurance Claims Management Specialist (ICMS) designation. Additional fees for claimsXcellence advanced leadership workshop and optional events like boat cruises.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels8 records

Core offering

ClaimsXchange is a professional membership organization that connects insurance claims professionals, risk professionals, corporate counsel, defense attorneys, and service providers through exclusive in-person events, conferences, and educational programs across the United States. Its flagship educational offering is ClaimsAcademy, an intensive multi-track program awarding the Insurance Claims Management Specialist (ICMS) designation, complemented by regional Education x series events, an annual conference, and a Holiday Party networking event.

Product overview

ClaimsXchange is a professional membership organization offering a platform of interconnected products centered around claims industry education and networking. The core offerings include ClaimsAcademy (an intensive learning program with six specialty tracks leading to the ICMS designation), regional Education events (Education x Chicago, Education x Napa, Education x Charleston), the flagship Annual Conference, and the Holiday Party. The claimsXcellence Workshop serves as an add-on leadership development module. All offerings are tied together through the ClaimsXchange Membership program, which provides access to events, networking, and professional development resources for the claims community.

Differentiator

Problem solved

Functional benefit

Brands

• ClaimsAcademy: An exclusive learning experience offering intensive educational tracks in claims management specialties including Casualty, Construction, Cyber, Professional Lines, Transportation, and Workers' Compensation. Completion awards the Insurance Claims Management Specialist (ICMS) designation.
• Insurance Claims Management Specialist (ICMS)
• claimsXcellence Workshop
• Education x Series

Products and services

• ClaimsAcademy Intensive educational program with six specialized learning tracks (Casualty, Construction, Cyber, Professional Lines, Transportation, Workers' Compensation) designed for insurance claims professionals. Peer-to-peer learning with elite industry faculty; completion awards the Insurance Claims Management Specialist (ICMS) designation. Limited cohort of 25 peers per track.
• Education x Chicago One-day industry event held in Chicago, IL featuring breakout sessions on topics including AI, Ethics, General Litigation, and Transportation, combining education with networking opportunities.
• Education x Napa Full-day education event held at Silverado Resort & Spa in Napa Valley, CA, covering Workers' Compensation, Artificial Intelligence, Ethics, and General Liability topics.
• Education x Charleston One-day industry event in Charleston, SC (new destination for 2027) focusing on AI, Construction, Ethics, and General Litigation topics.
• Annual Conference Flagship three-day annual event bringing together the entire claims community for education, networking, and industry sessions, held annually in various cities (2026 edition in Philadelphia, PA on September 30 - October 2).
• Holiday Party Annual year-end networking celebration event for ClaimsXchange members. The 2026 edition is scheduled for December 2 in Chicago, IL.
• claimsXcellence Workshop Advanced claims leadership workshop designed to help claims professionals strengthen personal brands, expand career vision, and build confidence navigating the evolving claims landscape. Offered as an add-on pre-event experience to ClaimsAcademy.
• ClaimsXchange Membership Professional membership program connecting claims professionals, risk professionals, corporate counsel, defense attorneys, and service providers. Free for claims and risk professionals; fee-based for attorneys (Basic free, Elite Supporter firm dues annual) and service providers (free membership but event attendance requires sponsorship).

Quantifiable outcome

• ICMS designation recognized and respected across the insurance and risk management industry
• +1 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and supporting.

• Claim Connect IQcoreStrategic or Co-development PartnerClaim Connect IQ is a digital marketplace where insurance professionals can search, review, and select their service partners. Service partners can showcase their products and services on a single platform, enabling customers to learn about their companies. ClaimsXchange views business partners as an extension of its business.
• JIN LawsupportingStrategic or Co-development PartnerJewish American lawyers and insurance professionals organization dedicated to combating antisemitism through legal advocacy, education, and community engagement. The mission leverages expertise to protect rights of Jewish individuals and communities and promote tolerance in society.
• Ladder DownsupportingStrategic or Co-development PartnerLadder Down empowers professional women to further their careers as women lawyers and as leaders in Risk and Insurance Management. The organization focuses on sharing knowledge and experience of successful women, providing mentorship pathways for those rising in their fields.
• RING (Recognizing Inclusion for the Next Generation)supportingStrategic or Co-development PartnerRING offers a certification program to identify, promote, and celebrate organizations committed to diversity, equity, and inclusion. Unlike traditional MBE/WBE certifications focused on ownership percentages, RING recognizes a broader range of DEI initiatives and achievements.
• RISE VisionsupportingStrategic or Co-development PartnerRISE Vision creates a platform for young insurance professionals to be recognized for industry accomplishments, learn about new technologies and practices, and engage with mentors and peers. The purpose is to educate younger generations on benefits of joining the insurance industry.
• SERMA (Sports and Entertainment Risk Management Alliance)supportingStrategic or Co-development PartnerSERMA is the first risk management association devoted entirely to the sports and entertainment industries. It comprises risk managers, claims managers, general counsels, outside counsel, and associated professionals working in sports and entertainment.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Claims and Litigation Management Alliance (CLM): CLM is the largest U.S. organization serving insurance claims and litigation management professionals, offering educational events, certification, and networking. It is the most direct peer given overlapping membership, event-driven model, and focus on claims defense and litigation management.
• Defense Research Institute (DRI): DRI is the leading membership organization for defense attorneys and corporate counsel, offering CLE seminars, conferences, and networking. Many of ClaimsXchange's Elite Member law firms are DRI members, and DRI serves overlapping defense attorney personas with a similar event-based value proposition.
• International Claim Association (ICA): ICA is a membership association of claim professionals from insurance companies, offering education, networking, and conferences. It targets the same claims professional persona and operates an event-driven model with industry education at its core.
• PLRB (Property Loss Research Bureau): PLRB provides education, research, and conferences for property/casualty claim professionals. It overlaps with ClaimsXchange's claims professional audience and shares the event-and-education-driven engagement model.
• CPCU Society (Chartered Property Casualty Underwriter Society): CPCU Society is a community of insurance professionals holding the CPCU designation, offering networking events, education, and chapter-based engagement. Directly comparable as a membership organization built around a recognized professional credential in property & casualty insurance.

Broad incumbents

• RIMS (Risk and Insurance Management Society): RIMS is the largest global risk management membership organization serving risk professionals across industries. It is comparable as a broader incumbent in the risk and insurance community space, with overlapping conference and education offerings but a much wider scope than ClaimsXchange's claims-focused niche.
• National Association of Mutual Insurance Companies (NAMIC): NAMIC is a large, established U.S. trade association serving mutual insurance companies with conventions, education, and advocacy. Overlaps with ClaimsXchange as an insurance industry membership organization, but operates at a much broader policy and company level rather than individual claims professionals.

Emerging players

• NAPSLO (National Association of Professional Surplus Lines Offices): NAPSLO is a trade association for the surplus lines insurance industry offering conferences, education, and networking. Comparable as a niche insurance industry membership organization with a similar conference-centric model, though focused upstream on surplus lines placement rather than claims management.
• ASHRM (American Society for Healthcare Risk Management): ASHRM is a membership association for healthcare risk managers offering conferences, certification, and networking. Comparable as a niche vertical risk/claims membership organization but serving a specialized healthcare segment.

Others

• The Institutes / The Institutes RiskStream Collaborative: The Institutes provides insurance education, credentials (e.g., CPCU, ARM), and professional development content. Adjacent as an education and credentialing organization serving similar insurance professional audiences with competing designations and learning programs.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/claimsx
• YouTubeyoutube.com/channel/UCnWEu_54UmBwafmUHcmjAag
• Facebookfacebook.com/TheclaimsXchange
• LinkedInlinkedin.com/company/theclaimsxchange
• Instagraminstagram.com/claimsxchange

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ClaimsXchange