Leads, tasks, documents, emails, financials, reporting, and built-in AI. All connected to every claim. No more stitching together five different apps to do what one platform should handle.
Every tool your team uses daily, from intake to settlement, lives in one system. Nothing scattered, nothing disconnected.
Every feature included on every plan. No tiers, no restricted roles.
Claim Titan works great on its own. But when you want to move faster, optional AI tools are ready. Policy extraction, government-sourced weather reports, photo assessment, document drafting. Each one built specifically for property claims. You stay the licensed professional. The AI handles the tedious parts when you turn it on.
Not a chatbot. Your agent reads your data, takes action, and works inside the tools you already use.
Not a chatbot. Your agent reads your data, takes action, and works inside the tools you already use.
Each one built for a specific part of the claims process.
Upload a policy and the AI reads through it, pulling out coverages, exclusions, endorsements, and provisions. Everything gets flagged for your review before it touches the claim.
Storm history, hail size, wind speeds, and event documentation sourced from NOAA, NWS, and government weather databases. Reports are generated for your specific claim dates and location.
Upload your inspection photos and get damage observations flagged for review. The AI highlights what to look at. You decide what matters.
Cross-references estimates against the actual policy language to surface line items, coverage gaps, and supplement opportunities.
Loss letters, demand letters, carrier correspondence. Generated from the real claim data sitting in your file. You get a draft to edit, not a template to fill in.
From web form submission to converted claim, track every lead through your pipeline. Qualification, assignment, and conversion all happen in one place.
Embeddable forms for your website and client portal that automatically create leads in your pipeline.
Visual stages from qualification through contact, inspection, and conversion. Always know where every lead stands.
One-click conversion from qualified lead to active claim. All data carries over, nothing to re-enter.
Manual or rule-based lead assignment by location, loss type, or team member availability.
Track where every lead came from, whether it was the portal, a web form, a referral, or manual entry.
Embeddable forms for your website and client portal that automatically create leads in your pipeline.
Visual stages from qualification through contact, inspection, and conversion. Always know where every lead stands.
One-click conversion from qualified lead to active claim. All data carries over, nothing to re-enter.
Manual or rule-based lead assignment by location, loss type, or team member availability.
Track where every lead came from, whether it was the portal, a web form, a referral, or manual entry.
Build it once and let it handle the repetitive work on every claim. Triggers, conditions, and actions that match how your operation actually runs. No third-party tools, no code, no workarounds.
Define your process once. Every new claim follows it automatically from first contact through final payment. Your workflows, your rules, running 24/7.
Every part of your operation, from first contact through final payment.
Auto-create task lists by claim type, set due dates, track completion, and escalate overdue items to managers.
Route new claims by location or loss type, balance workloads across adjusters, and assign specialists automatically.
Welcome emails, status updates, follow-up sequences, deadline reminders, and carrier correspondence, all triggered by claim activity.
Generate contracts from templates, request e-signatures, organize uploads into the right folders, and prepare carrier submissions.
Invoice generation on settlement, commission calculation, payment tracking, and disbursement scheduling. Completely hands-free.
Deadline monitoring with escalation chains, appraisal and litigation reminders, audit trail logging, and regulatory notification sequences.
Your operation, automated.
No third-party automation tools. No code. The engine runs directly inside the platform with the same data, same context, and zero integration headaches. Every workflow runs instantly with full audit logs and the ability to pause, edit, or duplicate at any time.
From intake to automation, that's just the beginning.
See how teams are cutting hours of manual work each week with workflows that run on their own. We'll walk you through a live setup.
Default task lists, deadline notifications, and calendar sync keep your team on track across every claim. Nothing falls through the cracks.
Pre-built task lists per claim type, automatically created when new claims are opened.
Alerts at 30 days, 7 days, and overdue for appraisal, litigation, notice of intent, and recoverable depreciation deadlines.
Inspections, deadlines, and claim events synced to iCal, Google Calendar, or Outlook.
Assign tasks to team members, track completion rates, and see workload distribution at a glance.
Tasks activate automatically based on claim status changes. When a claim moves forward, the next steps appear.
Generate documents from claim data, capture signatures without leaving the platform, and keep every file organized. 5 free e-signatures every month with more available on demand.
Document templates with merge fields that pull claim data. Loss letters, contracts, and correspondence generated in seconds.
Send for signature through DocuSign, Adobe Sign, or native Titan signing directly from the claim file. 5 free every month.
Files, photos, videos, and documents organized by claim with custom folder structures. Plenty of room and no storage fees.
Organize inspection photos by damage type, location, or whatever structure fits your workflow.
Track document revisions and see the full history of changes. Always know which version is current.
Your demand letters, contracts, and emails live as templates with merge fields that pull real claim data automatically. No copy-paste, no typos, no wasted time.
Insured name, carrier, financials, dates, custom fields. If it is in the system, it goes in your template.
Demand letters, loss reports, contracts, and correspondence. Build them once with merge fields.
Carrier correspondence, client updates, internal notifications. Same merge fields, same one-click generation.
Select a template from any claim or lead. Every field fills in automatically. Review, adjust, send.
Build once, generate for every claim. Merge fields pull live data automatically.
Insured name, carrier, financials, dates, and custom fields pulled directly into your templates.
Demand letters, loss reports, contracts. Build once with merge fields, generate for any claim.
Carrier correspondence, client updates, and notifications. Same merge fields, same one-click flow.
Select a template from any claim or lead. Every field fills in automatically.
Upload, tag, and organize inspection photos by claim. AI-powered damage assessment flags what matters. Export packages ready for carrier submission.
Upload from field or office, organize by folder and damage type. Custom folder structures per claim.
AI flags damage observations across your inspection photos for review. It points out what to look at, and you decide what matters.
GPS coordinates, timestamps, and camera data extracted automatically from every upload.
Tag photos by damage type, location, or custom labels. Filter and find exactly what you need.
Generate carrier-submission-ready photo reports with annotations and damage documentation.
Emails, read receipts, deadline alerts, and team notifications all logged to the claim automatically. No forwarding, no copying, no lost context.
Connect SMTP/IMAP or Gmail. Send and receive email directly from claim...
See when emails are opened. Track carrier response times and follow up...
Claim updates, approaching deadlines, completed tasks, and urgent item...
Team members customize which notifications they receive and how. In-ap...
Connect SMTP/IMAP or Gmail. Send and receive email directly from claims with automatic logging.
See when emails are opened. Track carrier response times and follow up when it counts.
Claim updates, approaching deadlines, completed tasks, and urgent items delivered in-app and by email.
Team members customize which notifications they receive and how. In-app, email, or both. Stay informed without the noise.
You've Seen the Features
Every demo is conducted by the founder. Not a sales rep reading a script. You'll see a live account configured for your claim types, team size, and the way you actually work.
Live Demo
30 minutes with an expert
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Give policyholders and vendors a branded portal to check claim status, upload documents, and stay informed. Fewer phone calls. Fewer emails asking "what's the update?"
Real-time claim status without calling the office. Clients see progress as it happens.
Clients and vendors upload files directly to the right claim folder. No email attachments.
Your logo, colors, and domain. The portal looks like your business, not ours.
Prospective clients submit leads directly through the portal. Goes straight into your pipeline.
See exactly where every dollar stands, from the first estimate through final payment.
Track RCV, ACV, depreciation, and net values. Record multiple settlement rounds per claim.
Fee calculations based on your contract terms. Commission splits, referral fees, and adjustments handled automatically.
Record incoming payments, track outstanding balances, and see the full financial picture per claim.
Generate invoices from claim data and track expenses per claim for complete financial visibility.
Log time spent per claim for internal tracking, billing, or performance analysis.
Track payments to contractors, vendors, and referral partners. Know where every dollar went.
Know exactly where your money stands on every claim.
Most teams discover outstanding balances they've been leaving on the table. We'll show you the full financial picture in a live walkthrough.
Store, search, and reference every policy your team handles. Upload documents, track coverages and exclusions, and let AI extract the details that matter.
Upload full policy PDFs, searchable and accessible alongside the claims they cover.
Track coverages, exclusions, endorsements, and provisions per policy in structured, searchable records.
AI reads uploaded policies and extracts structured data for your review. You approve before anything is saved.
Link policies to claims and reference coverage details directly from the claim file.
Policyholders, carriers, adjusters, contractors, and vendors. One contact database linked to the claims they touch.
Centralized profiles with search, filter, and access from any claim. One place for everyone.
See every claim a contact has touched. Full relationship history at a glance.
Carrier profiles with adjuster contacts and claims history. Know who you're working with.
Specialties, coverage areas, and claim history for every contractor in your network.
Complete policyholder records with full claim history and communication logs.
Every operation tracks different data. Custom fields let you define exactly what you need, from simple text inputs to calculated formulas that update in real time. No developer required.
Text, number, date, dropdown, multi-select, currency, formula, file, and more. Build the data model your operation needs.
Calculated fields that update automatically. Reference other fields, apply math, and surface custom metrics.
Show or hide fields based on claim type, status, or any condition. Forms stay clean and relevant.
Group related fields into collapsible sections. Structure claim data the way you think about it.
Custom reports built around the questions you actually need answered.
Pick your fields, set filters, group by any dimension. Reports shaped around your specific questions.
Run reports daily, weekly, or monthly and have them delivered to your inbox automatically.
Common reports ready to go: claims by status, settlements by adjuster, activity volume, and more.
Download any report as CSV or PDF. Pull data into your existing tools when you need it.
Claims, finances, documents, automation, reporting. It's all here.
One platform replacing the five or six tools most teams juggle today. See the full system working together in a 30-minute demo.
Permissions, activity tracking, and operational oversight for your entire team.
Define roles with granular permissions. Control who can see claims, financials, reports, and admin settings.
Inspections, deadlines, and claim events synced to iCal, Google Calendar, or Outlook.
Full change history on every record. See who changed what, when, and what the previous value was.
Team activity, claim assignments, task completion rates, and workload distribution at a glance.
Ready to Make the Switch?
You just saw what the platform can do. Now see it running with your data, your team, and your claim types. Every demo is live, personalized, and conducted by the person who built it.
30-Day Money Back
Full refund, no questions asked. If it doesn't work for you, you pay nothing.
Expert-Led Demos
Talk to someone who actually knows claims.
Up and Running Same Day
No implementation timeline. Import your claims, configure your workflow, and start working.
Prefer to talk? Call 608-765-5556 during business hours.