The command center for every claim file.
ClaimFileHQ helps claim professionals manage carrier assignments, PA and attorney referrals, contractor-referred homeowner claims, direct files, documents, photos, scheduling, tasks, billing, and final packages from one organized workspace.
Preview
PreviewA look at the ClaimFileHQ Main Dashboard · sample data
Built for claim professionals managing carrier assignments, PA referrals, attorney files, contractor referrals, and homeowner claims.
Take a 3-minute ClaimFileHQ tour.
See how a single claim moves from inbox to invoice — captured, routed, documented, and closed in one workspace.
Product tour- 1
Import email assignment
Email-to-file intake captures the assignment and groups related messages.
- 2
Create or match claim file
Start a new file or match the email to an existing claim automatically.
- 3
Route to client funnel
Send the file to the right funnel — carrier, PA/attorney, or homeowner.
- 4
Schedule inspection
Book the site visit and keep field work on the calendar.
- 5
Add photos, documents & notes
Attach evidence and notes directly to the file as you work.
- 6
Send position / final package
Deliver the position letter and assemble the final package.
- 7
Generate invoice & report
Invoice the assignment and report across every funnel.
Separate every source of work without separating your business.
Most claim professionals do not receive files from one source. ClaimFileHQ lets you create separate client funnels for different business lines while keeping the owner, manager, reviewer, and staff view connected in one HQ.
Carrier / IA Assignments
For files received from carriers, IA firms, appraisal vendors, or TPA assignments.
PA / Attorney Referrals
For appraisal demands, disputed scope, evidence, correspondence, and claim strategy.
Homeowner / Contractor Referrals
For direct homeowner claims, contractor-referred leads, document collection, inspection follow-up, and conversion from lead to active claim file.
Client Funnels
One login · unified reportingOne login. Multiple pipelines. Separate workflows. Unified reporting.
Built for every side of the claim file.
Appraisers, adjusters, umpires, public adjusters, contractors, and attorneys all work claim files differently. ClaimFileHQ adapts to each.
AppraisersThe challenge
Work arrives from carriers, PAs, attorneys, and homeowners — in different ways.
One command center for every assignment, from inspection to final package.
See ClaimFileHQ for Appraisers
AdjustersThe challenge
Assignments pile up across carriers and TPAs, and deadlines slip.
One queue that tracks every assignment, inspection, and deadline.
See ClaimFileHQ for Adjusters
UmpiresThe challenge
Competing estimates and evidence are hard to keep neutral and organized.
A clean, impartial file workspace from appointment to award.
See ClaimFileHQ for Umpires
Public AdjustersThe challenge
Homeowner leads, documents, and carrier history scatter across tools.
A homeowner CRM and claim file from intake to settlement.
See ClaimFileHQ for Public Adjusters
ContractorsThe challenge
Leads, jobs, and active claims live in different tools, so jobs stall.
A pipeline that turns referrals into documented insurance claims.
See ClaimFileHQ for Contractors
AttorneysThe challenge
Evidence, experts, and deadlines spread across every property claim matter.
A claim file workspace where evidence and deadlines stay on the record.
See ClaimFileHQ for AttorneysOne platform for the entire claim file.
Start with the Claim File Hub and add the modules your operation needs. Everything stays connected to the file.
Claim File Hub
Every document, photo, estimate, note, and task organized per claim file — searchable and audit-ready.
Email-to-File Intake
Capture incoming email, group related messages, and stage attachments straight onto the right file.
Client Funnels
Separate pipelines for carrier, PA/attorney, and homeowner work — connected under one HQ.
Scheduling
Book inspections and appointments, coordinate calendars, and keep field work on track.
Photo Engine
Field photo capture and organized, claim-specific photo documentation built for reports.
Documents
Collect, organize, and version policies, estimates, correspondence, and evidence per file.
File Notes
Internal notes and activity history that keep the whole team aligned on every file.
Billing & Invoicing
Generate invoices per file or assignment and track outstanding balances through closeout.
TPA / Appraiser Network Workspace
Assign work to internal and external appraisers with reviewer oversight and private workspaces.
Reporting
Unified reporting across funnels, users, and offices — even with separate workflows.
Audit History
A complete, timestamped record of activity on every file for accountability and review.
AI Suite
AI-assisted summaries, document review, email drafting, and estimate support across your files.
From assignment to final package.
Assignment arrives
Email intake captures the work, groups related messages, and stages documents for review.
File is routed
The file lands in the right client funnel with the correct workflow, tasks, and responsible team members.
Inspection and evidence
Scheduling, photos, estimates, notes, and documents stay connected to the file record.
Closeout
Position letters, umpire activity, final packages, billing, and audit history stay organized through completion.
Confident, simple pricing.
Start with the plan that fits your operation and add modules as you grow. Full details, add-ons, and contract pricing live on the pricing page.
Solo Professional
- Claim file CRM
- File dashboard
- Client & workflow management
- Document organization
- File notes & activity history
Team
- Everything in Solo Professional
- Multi-user team workspace
- Reviewer & manager roles
- Client module management
- Team task dashboard
Business
- Everything in Team
- Advanced workflow management
- Organization-level settings
- Admin dashboard
- Expanded reporting
Enterprise / TPA
- Everything in Business
- Custom onboarding
- TPA / appraiser network features
- External appraiser workspace
- White-label options
Run every claim file from one command center.
Be one of the first firms on ClaimFileHQ — with founding-member onboarding and pricing built for your operation.
Now onboarding founding firms · No credit card required to start