Your policies, carrier correspondence, financials, and claim files. All in one place. Deadlines tracked. Documents generated. Emails logged to every claim. And when you need it, an AI assistant that knows every claim in your system.
Every claim on your desk demands attention across multiple fronts at once: carrier negotiations requiring follow-up, policy language that needs review before you can file a supplement, proof of loss deadlines with no margin for error. And behind every file, a policyholder who needs to know someone is fighting for their settlement.
No two claims look alike. Each is at a different stage, governed by different state regulations, assigned to a different carrier adjuster. Some need estimates finalized this week. Others have stalled in negotiation. Others have moved into litigation, with discovery deadlines that won't wait.
You manage all of this because you're good at what you do. But the reality of modern claims management is that the work lives across too many disconnected places, and no amount of expertise makes up for tools that weren't built for this industry.
What if you opened one app and everything was already there?
Every contact, document, timeline, and status for every open claim. One screen. Nothing buried across inboxes and shared drives.
AI-assisted review that surfaces coverage terms, limits, and exclusions from dense policy documents. You still make the calls. It just gets you there faster.
Estimates, supplements, depreciation, carrier payments, and your commissions tracked from first notice to final settlement. No more reconciling spreadsheets.
Generate proof of loss forms, demand letters, and contracts. Collect e-signatures. Every version tied to the right claim file, every time.
Send and receive claim email without leaving the platform. Every carrier thread logged, searchable, and attached to the file where it belongs.
AI-powered research for weather forensics, policy analysis, demand letter drafting, and more. The work that used to take hours, compressed into minutes.
Every claim in one place. Your pipeline, your team, your documents, your financials, your calendar. All of it organized around the way you actually work. Built by public adjusters who got tired of forcing their practice into software designed for someone else.
One plan. Every feature. Your claims, your way.
Every hour spent formatting demand letters, re-entering insured information, or manually tracking deadlines is an hour not spent working your claim load.
Claims, contacts, documents, financials, communication. One system instead of five different tools.
New claim comes in, the setup runs. Status changes, the team gets notified. Set the rules once and let them work for every claim after.
Policy parsing, weather report generation, document review. The tedious research that eats up your afternoon, handled and flagged for your review.
Optional Smart Tools
Fifty-page policies, six-month-old weather data, carrier correspondence that all sounds the same. These tools handle the repetitive analysis so you can focus on the claim itself.
Demand letters, estimate reviews, inspection summaries, carrier correspondence. Agents draft the documentation from your claim data. You review and approve before anything gets sent or saved.
Upload a policy. Coverages, exclusions, endorsements, and sublimits extracted and organized for your review.
Storm data for the loss address and date. Hail size, wind speed, precipitation compiled to IBHS and NWS forensic standards.
Correspondence and reports generated from your claim data. Edit, adjust, and send when you're ready.
Every tool is opt-in. The platform works fully without AI.
Explore smart toolsNew claim comes in. Create the folders, send the intro letter to the insured, assign the inspection, notify the team. Same twelve steps, same order. You do it because it has to get done, but none of it takes any real judgment.
Set up the workflow once. After that, claims get built out, intro emails go to the insured, tasks get assigned, and fields populate on their own. Less time on setup, more time working your book of business.
Something triggers
New claim created, status changes, carrier deadline approaching, supplement filed.
Conditions get checked
Wind claim? Water loss? Assigned to a specific adjuster? In Florida vs. Texas?
Actions run automatically
Tasks created, intro letter sent, fields populated, team notified. No manual steps.
You shouldn't need five different subscriptions to run a claims shop. All of this is included in the base plan. No upsells, no feature gates, no "contact sales" buttons.
RCV, ACV, depreciation, supplements, settlements, commissions, and expenses all live on the claim. Set your contract terms once and the math updates itself.
Build document templates with merge fields that pull live claim data, get signatures through DocuSign or built-in native signing, and keep everything in organized folder structures.
Connect your email and messages log to the right claim automatically. Carrier correspondence, insured communications, vendor threads. You always know who said what and when.
Give insureds and vendors a branded portal where they can check claim status, upload loss documentation, and submit new leads. Fewer phone calls at 9pm.
20+ field types including formulas and conditional visibility let you capture what matters. The report builder pulls any data point, so you can track close rates, cycle times, and revenue by adjuster or loss type.
Sync with iCal, Google, or Outlook so the whole team sees what's coming. Role-based permissions keep adjusters focused on their own claims with a full audit trail.
Built for
Pricing
per user, billed annually
$99/mo billed monthly
Optional add-ons
AI Smart Tools
from $50/mo
Policy analysis, weather forensics, document drafting. Shared team budget you control.
Signed Agreements
5 free/mo included
Volume pricing available for teams that send more. No monthly commitment required.
These cover third-party costs and are completely optional. No platform features are restricted.
I've worked claims. I know what it's like to spend an hour formatting a demand letter that should take five minutes, or dig through a policy looking for one exclusion while the carrier's proof of loss deadline is tomorrow.
I'm a software engineer too. So I built the tool I wished I had from day one.
This isn't backed by investors who've never set foot on a loss site. It's built by someone who has.
Your data stays yours
We don't sell it, mine it, or train on it. Ever.
You approve everything
AI suggests. You decide. Nothing changes without you.
No hidden costs
What you see on the pricing page is what you pay.
You got into this business to help people. The right tools stay out of your way and let you do exactly that. 30-day money-back guarantee, no questions asked.
Full platform. One plan. Cancel anytime.