Claim file CRM for contractors handling insurance restoration work.
Turn leads into claims with a homeowner pipeline, photo documentation, inspection scheduling, and follow-up tasks — and keep every document and conversation on the file.
PreviewBuilt around how contractors actually work
Leads and jobs in different tools
Sales leads, referrals, and active claims live in separate apps, so jobs stall between sale and claim.
Photos aren't claim-ready
Field photos sit on phones instead of organized, report-ready documentation tied to the claim.
Follow-ups fall through
Without reminders and a pipeline, homeowner follow-ups and inspections get missed.
No sales-to-claim visibility
It's hard to see which leads converted to active insurance claims and which stalled.
How contractors run the file
Separate pipelines for each source of work, with the right workflow on every file.
Homeowner Leads
Inbound restoration leads and canvassing.
Contractor Referrals
Referred homeowner claims from partners.
Active Claims
Converted jobs with open insurance claims.
Lead received
Capture the homeowner lead or referral into the pipeline and assign a rep.
Inspection & photos
Schedule the inspection and capture organized, report-ready photo documentation.
Convert to claim
Collect documents, follow up, and convert the lead into an active insurance claim file.
Track to completion
Keep communication history and documents on the file through restoration and closeout.
See it in a contractor workspace
A look at the command center, organized around your funnels. Preview with sample data.
The modules contractors rely on
Everything stays connected to the claim file. Add modules as your operation grows.
Client Funnels
Separate pipelines for carrier, PA/attorney, and homeowner work — connected under one HQ.
Photo Engine
Field photo capture and organized, claim-specific photo documentation built for reports.
Scheduling
Book inspections and appointments, coordinate calendars, and keep field work on track.
Documents
Collect, organize, and version policies, estimates, correspondence, and evidence per file.
Workflow Automation
Route files, assign tasks, and trigger follow-ups so each claim moves through the right stages.
File Notes
Internal notes and activity history that keep the whole team aligned on every file.
Choose the setup that matches your operation
From a solo rep to a multi-location operation, choose the setup that matches your crew.
Solo Contractor / Sales Rep
For solo contractors and sales reps working homeowner claims.
- Homeowner claim pipeline
- Contractor referral funnel
- Photo documentation
- Inspection scheduling
- Follow-up tasks
- Documents & notes
Contractor Team
For contractor teams assigning files to reps.
- Team lead dashboard
- Assign files to reps
- Photo engine
- Document collection
- Client communication history
- Workflow automation
- Sales-to-claim conversion tracking
Contractor Network / Multi-Location
For multi-location contractor networks.
- Multi-user permissions
- Territory-based pipelines
- Manager dashboards
- Advanced reporting
- Scheduling coordination
- White-label / enterprise options
Find your best-fit ClaimFileHQ setup.
Answer a few quick questions and we'll point you to the right plan.
Resources for contractors
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 contractors on ClaimFileHQ — with founding-member onboarding built for your workflow.