Claim file organization for independent and field adjusters.
Track every carrier and TPA assignment, schedule inspections, store documents and photos, and hit every deadline — without juggling spreadsheets and email threads.
PreviewBuilt around how adjusters actually work
Assignments pile up across carriers
Each carrier and TPA sends work its own way. Without one queue, deadlines slip through the cracks.
Inspection days get double-booked
Scheduling by hand makes it easy to overbook a route or miss a re-inspection.
Photos and documents go missing
Field photos and reports end up on phones and drives instead of attached to the claim.
Deadlines and SLAs are invisible
Without status and due-date tracking, it's hard to know which files are at risk.
How adjusters run the file
Separate pipelines for each source of work, with the right workflow on every file.
Carrier Assignments
Daily claims assigned directly by carriers.
TPA / IA Firm Work
Assignments routed through TPAs and IA firms.
Re-inspections
Supplements, re-opens, and follow-up visits.
Assignment tracked
Log the assignment with carrier, type, and due date in one claim status dashboard.
Inspection scheduled
Book the visit, plan the route, and avoid double-booking inspection days.
Document & photo capture
Attach field photos, notes, and documents to the file as you work.
Report & deadline tracking
Submit the report and keep every deadline and status visible to closeout.
See it in a adjuster workspace
A look at the command center, organized around your funnels. Preview with sample data.
The modules adjusters rely on
Everything stays connected to the claim file. Add modules as your operation grows.
Claim File Hub
Every document, photo, estimate, note, and task organized per claim file — searchable and audit-ready.
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.
Reporting
Unified reporting across funnels, users, and offices — even with separate workflows.
Choose the setup that matches your operation
From a solo field adjuster to a full carrier operation, choose the setup that matches your volume.
Independent Adjuster
For independent and field adjusters managing their own assignments.
- Assignment tracking
- Inspection schedule
- Document/photo storage
- Notes & task reminders
- Claim status dashboard
- File history
Adjusting Firm
For adjusting firms with multiple adjusters and reviewers.
- Team assignment dashboard
- Reviewer roles
- File routing
- Workflow automation
- Email intake
- Reporting
- Deadline tracking
Carrier / TPA Operation
For carriers and TPAs assigning work across internal and external adjusters.
- Assignment center
- Role-based access
- External workspace
- Audit history
- Network reporting
- Enterprise permissions
Find your best-fit ClaimFileHQ setup.
Answer a few quick questions and we'll point you to the right plan.
Resources for adjusters
Guides, checklists, and templates to run your files. Available to founding members.
Run every claim file from one command center
Be one of the first adjusters on ClaimFileHQ — with founding-member onboarding built for your workflow.