Built for the people who run claims.
ClaimFileHQ is a claims management CRM for appraisers, adjusters, umpires, public adjusters, third-party administrators, contractors, and attorneys, built so that the claim file is the record. It exists because claim work has a structure, and almost none of the software used to run it was built around that structure.
Built around real insurance appraisal and claim workflows — not adapted from a general sales CRM.
The file was never the system
Claim work generates documents, photographs, correspondence, appointments, and deadlines. In most operations each of those lives in a different tool, and the claim itself exists only as a folder name repeated across them. Nothing owns the file, so nothing can tell you its status.
One pipeline never fit the work
A carrier assignment, an appraisal demand from a public adjuster, and a contractor-referred homeowner are three different jobs with different stages, deadlines, and documentation. General-purpose CRMs offer one pipeline, and every mismatch gets absorbed by someone remembering an exception.
Intake ran on individual mailboxes
Assignments arrive by email. Until someone opens that email and manually creates something, the work is invisible to the rest of the organization and countable by nobody — which is where most missed deadlines actually begin.
Networks needed separation, not just sharing
Dispatched work should be visible to everyone on the file — nobody should have to ask for status. But a professional's photos, correspondence, and working documents are their own work product. Shared-everything software forces a choice between the two; both are the right answer, on different things.
Four decisions the product is built on.
The claim file is the record
Documents, photos, tasks, communications, scheduling, billing, and history attach to one claim record. Opening the file is the complete answer, not the first of five places to look.
Different work gets different workflows
Client Workflows exist because a carrier file and a homeowner file should not move through the same stages. Each source of work gets its own intake, statuses, automations, and reporting.
Permissions are separated deliberately
Dispatch, review, and appraisal are distinct authorities rather than one bundled admin role. A Reviewer / Quality Assurance Analyst approves and requests revisions; they do not reassign files.
Say what the software does, and only that
No certification we have not earned, no customer numbers we cannot substantiate, no screenshots that pass off sample data as a real firm's file. If it is not true yet, it does not go on the page.
Independent appraisers working their own files. Firms with staff, Reviewer / QA Analysts, and multiple clients. Networks dispatching work to partner companies, 1099 contractors, and employees. Public adjusters, contractors, umpires, and attorneys who need the same file organized for a different purpose.
The common requirement is not company size. It is that the claim file has to be the thing the software is organized around — and that different sources of work have to be able to move differently without being split into different systems.
ClaimFileHQ is operated by REG Digital Holdings. The platform is live and available by subscription, with the application at app.claimfilehq.com. For questions about the product, a security review, or partnership, reach us at support@claimfilehq.com.
Run a real file through it.
Intake, inspection, position, and closeout — start a free trial and see how the file holds together.