Claim file software for public adjusters managing homeowner claims.
Run intake to settlement with a homeowner CRM and claim file dashboard — documents, estimates, email history, task reminders, inspection scheduling, and final package tracking in one HQ.
PreviewBuilt around how public adjusters actually work
Leads slip through the cracks
Homeowner leads come from referrals, calls, and forms — without a CRM, follow-ups get missed.
Documents and estimates scattered
Policies, proofs of loss, and estimates need to live on the file, not across drives and inboxes.
Carrier communication history
Every demand, response, and counter has to be documented for the file and the settlement.
Settlement and final package
Tracking claim value, settlement, and the final package is hard without one organized workspace.
How public adjusters run the file
Separate pipelines for each source of work, with the right workflow on every file.
New Homeowner Leads
Inbound leads from referrals, calls, and forms.
Active Claim Files
Signed clients with open homeowner claims.
In Settlement
Files in negotiation and final package.
Lead intake
Capture the homeowner lead, send the agreement, and convert to an active claim file.
Document & inspect
Collect policies, proofs of loss, and estimates; schedule and document the inspection.
Negotiate
Log every demand and response and keep the carrier communication history on the file.
Settlement & final package
Track settlement, assemble the final package, and close with full history.
See it in a public adjuster workspace
A look at the command center, organized around your funnels. Preview with sample data.
The modules public 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.
Client Funnels
Separate pipelines for carrier, PA/attorney, and homeowner work — connected under one HQ.
Documents
Collect, organize, and version policies, estimates, correspondence, and evidence per file.
Scheduling
Book inspections and appointments, coordinate calendars, and keep field work on track.
Email-to-File Intake
Capture incoming email, group related messages, and stage attachments straight onto the right file.
Billing & Invoicing
Generate invoices per file or assignment and track outstanding balances through closeout.
Choose the setup that matches your operation
From a solo public adjuster to a multi-location network, choose the setup that matches your book.
Independent Public Adjuster
For solo public adjusters managing their own homeowner claims.
- Homeowner CRM
- Claim file dashboard
- Documents & estimates
- Email history
- Task reminders
- Inspection scheduling
- Settlement / final package tracking
PA Firm
For PA firms with staff, client funnels, and review stages.
- Team workflow
- File assignment
- Client funnels
- Document management
- Internal notes
- Review stages
- Reporting
PA Network / Enterprise
For multi-location PA networks and enterprise operations.
- Multi-location management
- Advanced permissions
- Territory pipelines
- Manager dashboards
- Custom workflows
- Enterprise onboarding
Find your best-fit ClaimFileHQ setup.
Answer a few quick questions and we'll point you to the right plan.
Resources for public 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 public adjusters on ClaimFileHQ — with founding-member onboarding built for your workflow.