The command center for every claim file.
Carrier assignments, Public Adjuster referrals, Homeowner files, and work dispatched to outside Professionals each get their own workflow — with email, documents, photos, tasks, billing, and status on one claim record, from assignment through final package.
- Built around the claim file, not a sales pipeline
- Different workflows for every source of work
- Native appraisal, umpire & final-package stages
- Secure internal-team and partner-network operations
A CRM where the record is the claim file.
General CRMs organize around a contact and a deal. Claim work does not fit that shape: the assignment, the inspection, the estimate, the position, the umpire, and the final package all belong to one file, and so does everyone who touches it.
Who it's for
Claim professionals who work files, and the organizations they work them for.
What it replaces
The seven places a claim file currently lives at the same time.
- Disconnected inboxes
- Spreadsheets
- Cloud folders
- Calendar tools
- Task applications
- Separate photo organization
- Manual status chasing
Why it's different
Four things a general CRM does not do.
One claim record from assignment through closeout
Email, documents, photos, tasks, billing, and status stay on the file instead of beside it.
Client-specific funnels and workflows
A carrier assignment, a Public Adjuster referral, and a homeowner file each get their own stages and rules.
Appraisal-specific stages
Inspection, estimate and position, opposing appraiser, umpire, award, and final package are built in.
Partner Network privacy and dispatch controls
Dispatch across partner companies, 1099 contractors, and employees, with per-record visibility over what the network sees.
- Claim-file CRMClients & workflow managementDocuments & claim photo storageNotes & activity historyTasks & remindersEmail on the claim fileAutomationsAppointment & inspection trackingReportingBilling & invoicing
- Schedule Engine Photo Engine
Built around real insurance appraisal and claim workflows — not adapted from a general sales CRM.
Follow a single file from the inbox to the invoice.
The same claim at five points in its life. Every stage inherits what the last one produced — the assignment, the scope, the photographs, the correspondence.
- T. Walker
- Wind / Hail
- 08/18/2026
- Meridian Mutual
- Carrier Appraisal
- D. Whitfield
Tasks
- Upload roof elevation set
- Draft position letter
Documents
- Assignment sheet.pdf
- Policy declarations.pdf
- Roof — north elevation
Communications
- Assignment received
- Inspection confirmed
- Scope question
The assignment arrives and becomes a file.
A carrier emails the assignment. Email-to-File recognizes the client, opens the claim, captures the attachments onto it, and threads the message into the record — before anyone has made a folder.
- Email-to-File
- Intake forms
- Documents
Intake
- claims@meridianmutual.example
- Meridian Mutual
- CFH-28451
- 3 files
Opening action
- Contact insured within 24h
- D. Whitfield
- Aug 26
The file lands in the workflow that fits the work.
A carrier assignment moves differently from a homeowner referral. The file enters the Carrier / IA funnel with that funnel's own statuses, templates, and automation rules — and the rules start doing the remembering.
- Client Funnels
- Automations
- Tasks
Routing
- Carrier / IA
- Assignment received
- D. Whitfield
- J. Mitchell
Rules now watching this file
- Text insured, email client
- Raise a follow-up task
- Flag to the manager
The visit is placed on a route, and the evidence comes back organized.
The inspection is scheduled into a field day built around where the properties actually are. On site, photos are captured against the claim and arrive already sorted by elevation, roof slope, and room.
- Schedule Engine
- Photo Engine
- Field notes
Scheduled
- Thu Aug 27 · 10:30 AM
- 4127 Northgate Ave
- 1 of 4 · 14 min to next
- SMS to insured
Evidence captured
- 18 photos
- 6 photos
- 16 photos
- On the record
Scope becomes a position, and the dispute path is already on the file.
The estimate is built from what was observed. The position letter goes out, the response clock starts, and if the file goes to appraisal the opposing appraiser, revisions, and umpire activity are recorded on the same record.
- Documents
- Communications
- Review & revisions
Position
- Built from observed scope
- Sent Aug 31
- Running
- REV · 02
Dispute path
- Demanded
- Named
- Selection in progress
The final package assembles from what is already on the file.
Nothing is gathered at the end, because nothing was ever anywhere else. The checklist runs against the record, the invoice goes out against the assignment, and the audit history closes with the file.
- Final package
- Billing
- Audit history
Final package checklist
- Complete
- Complete
- 70 photos
- Complete
Closeout
- Sep 04
- Issued against assignment
- Closed with the file
Different clients need different workflows.
A carrier assignment and a homeowner referral are different jobs. Each source of work gets its own intake, statuses, automations, templates, and reporting.
Assignment-driven work with service expectations, an internal estimate review before anything goes out, and a defensible claim file at the end.
· File received
What every plan includes.
The whole claim-file CRM, on every plan from Solo Professional up. None of this is an add-on.
Claim-file CRM
Every claim is a record with its own identity, workflow position, and history — not a row in a sales pipeline.
Clients & workflow management
Clients, contacts, and a separate workflow per source of work, all reporting into one dashboard.
Documents & claim photo storage
Policies, estimates, correspondence, and photographs stored and versioned against the file they belong to.
Notes & activity history
Internal notes plus a timestamped record of meaningful actions on every file.
Tasks & reminders
Work items with an owner and a due date, raised on the file rather than in someone's head.
Email on the claim file
Messages and attachments thread onto the record, so correspondence is not trapped in one inbox.
Automations
Rules that route files, create tasks, and send confirmations and reminders as events happen.
Appointment & inspection tracking
Appointments and inspections recorded against the claim, with the property and contact attached.
Reporting
Counts, statuses, and workload across files, clients, and workflows — including separate funnels.
Billing & invoicing
Invoices raised per file or per assignment, with outstanding balances tracked through closeout.
Every plan includes all of it, from Solo Professional up. The two modules below are the only capabilities priced separately.
Two products for the work that happens at the property.
Priced separately and added to any plan. Everything above is already included — these are the field workflow on top of it.
Schedule Engine
Stop mapping addresses before you can offer a time.
Every plan already tracks appointments and inspections against the claim file.
- Reads the inspection locations already on your calendar
- Ranks dates by proximity to the stops you are already making
- Recommends inspection dates and times that fit your schedule
- Sends those windows to the parties as proposed times
- Booking links, and auto-schedule into the best-fitting window
- A booking approval queue before anything is confirmed
Photo Engine
Inspection evidence captured on site, already in report shape.
Every plan already stores claim photos on the file and keeps them with the record.
- Structured on-site capture against the open claim
- Claim-specific photo sets rather than one album
- Elevation, roof-slope, and room organization
- Field observations recorded with the photographs
- Report-ready output for the position letter and final package
Wherever these appear in a screenshot or demonstration on this site, they are labelled as optional modules. Schedule Engine and Photo Engine are optional modules, priced separately. See pricing for full plan and module details.
Shared where it should be. Private where it matters.
Everything dispatch sends out is visible to every party on the file — nobody is guessing at status. What stays private is the assigned professional's own work product: their photos and their email correspondence. Documents are their call, one by one.
One file, walked down the organization — and back up when review sends it back.
Work leaves your office, gets accepted by someone outside your staff, comes back for review, and only reaches the client once a Reviewer / Quality Assurance Analyst has approved it. Every move is on the record for all parties.
- R. Alvarez
- D. Whitfield
- J. Okafor
Assignment received
A carrier assignment arrives and opens a claim file inside the network.
Dispatched
Dispatch opens the file, sets the instructions, and sends the assignment out. Only Admin and Manager roles can do this.
Offer sent
The assignment is offered across the network — partner companies, 1099 contractors, and employees. Each can accept or decline, and an offer nobody answers expires on its own.
Accepted
D. Whitfield accepts and the other offers close. Who accepted, who declined, and what expired all stay on the file.
In progress
The assigned professional works the file — inspection, photographs, scope, estimate. Their photographs and their email correspondence stay private to them.
Submitted for review
The submission goes to the Reviewer / Quality Assurance Analyst, who approves it or sends it back for revisions. They do not assign or reassign files.
Reviewed — sent back for revisions
The Reviewer / Quality Assurance Analyst requests a revision and the file moves back to the professional who worked it. Nothing has reached the client.
Review accepted
The revised submission is approved and the file can move on.
Sent for billing approval
The approved file goes for billing approval against the original assignment.
Sent to client
The final package is delivered — with the whole path above recorded on the file.
Dispatch
Creates and assigns files out across the network, tracks acceptance and workload, and reassigns when the day changes.
Review
The network's quality gate. Receives submitted work, approves it or sends it back for revision — without picking up assignment authority.
A Reviewer / Quality Assurance Analyst does not assign or reassign files.
Assigned professional
Accepts or declines assigned files, works them end to end, and controls what of their own work product the network sees.
Dispatched work — visible to all parties
Anything the organization sends out is open to everyone on the file. Dispatch, the Reviewer / Quality Assurance Analyst, and the assigned professional are all looking at the same record.
- The assignment and its instructions
- Claim, insured, property, and loss details
- File status and workflow position
- Acceptance, decline, and reassignment history
- Submissions, review decisions, and revision requests
Private to the assigned professional
Photos and email correspondence stay private to the assigned professional. Documents are controlled individually — each can be shared with the network or kept private.
- Photos they capture
- Their email correspondence
Their call, document by document
Every document the assigned professional uploads carries its own visibility switch — publish it to the network or keep it to themselves. Nothing is all-or-nothing.
- Roof measurement report.pdf
- Field scope notes.pdf
- Working estimate v2.xlsx
- Personal inspection log.pdf
Separately, a professional's own clients and claim files — work they bring themselves, outside the network — are not part of the organization's pool and are not visible to it.
One platform, shaped to the file you actually work.
Pick the role closest to your operation — the funnels, statuses, and closeout each one runs are on its page.
Claim file software built for modern appraisers.
Manage carrier assignments, Public Adjuster and Attorney referrals, homeowner files, contractor-referred claims, inspections, estimates, position letters, billing, and final packages from one organized command center.
- Assignment receivedEmail intake captures the assignment and stages documents on a new file in the right funnel.
- Inspection scheduledBook the site visit, log measurements, and attach field photos to the file.
- Estimate & positionBuild scope and value, send the position letter, and track umpire status on disputed files.
- Final package & invoiceAssemble the final package, invoice the assignment, and close with full audit history.
- Carrier Files9
- Public Adjuster / Attorney5
- Homeowner Direct3
- Contractor Referrals1
- Schedule inspection
- Send position letter
- Assemble final package
Who can open a claim file, and what the record keeps.
Claim files hold policy numbers, loss details, and personal information about insureds. These are the controls implemented today.
Role-based access control
Owners, managers, Reviewer / Quality Assurance Analysts, and staff see what their role permits.
Organization isolation
Each organization's data is scoped to that organization, with per-record visibility controls inside it.
Encryption in transit & at rest
Traffic is served over TLS; stored data is encrypted at rest in the managed database and file storage.
Activity & audit history
Meaningful actions on a claim file are recorded with a timestamp and an actor.
Secure authentication
Authenticated sessions, least-privilege access to internal systems, and secrets kept out of source code.
Controlled permissions
Assignment, review, and approval are separate rights, each granted on its own.
Priced by how the work is staffed and dispatched.
Every plan includes the whole claim-file CRM. Add the Schedule Engine, Photo Engine, storage, and users when the operation needs them.
Solo Professional
Includes 1 user
Includes 25 GB storage
One professional running their own files end to end, from assignment through final package.
- The complete claim file CRM
- Documents, notes & activity history
- Client & workflow management
Team
Includes 5 users
Includes 100 GB storage
Your own staff work the claim files together — everyone on the organization sees every file, by role.
- Your own staff, one shared workspace
- Everything in Solo Professional
- Reviewer / QA Analyst & manager roles
Partner Network
Includes 5 users
Includes 500 GB storage
You dispatch assignments across a network of partner companies, 1099 contractors, and employees, and manage acceptance, review, and revisions.
- Partner companies, 1099s & employees
- Acceptance, review & revision workflow
- Their photos & email stay private
Enterprise
Users by contract
Storage by contract
Multi-office or contracted deployments where onboarding, integrations, and terms are negotiated.
- Everything in Partner Network
- Custom onboarding & integrations
- White-label options
- Schedule Engine
- Photo Engine
Checklists and workflow guides for claim work.
What belongs in an appraisal file, how the umpire stage runs, and what a final package needs before it leaves. Free to read, no signup.
- Insurance Appraisal File ChecklistEverything that belongs in a complete appraisal file — from assignment through final package.
- Insurance Appraisal Workflow GuideHow a property insurance appraisal actually moves — and where files most often stall.
- Final Package ChecklistAssemble a complete, defensible final package before you close the file.
See what your claims operation looks like when the file becomes the center of the system.
Start a free trial and run a real file through intake, inspection, position, and closeout — or ask for a walkthrough first.