Your estimating tool handles the line items. But the supplement rounds, the carrier follow-ups, the desk review responses, the documentation that justifies every dollar. That part needs its own system. Claim Titan is that system.
You can scope a roof in your sleep. The measurements, the line items, the pricing. That is the work you trained for. But the work that eats your day looks nothing like estimating.
Claim 4817 is on round three. Claim 5102 just got a desk adjustment back. Claim 4933 has been pending carrier response for 11 days. You know all of this because you checked three different spreadsheets and an email folder this morning. Tracking which supplement is where, on which claim, with which carrier, is a full-time job on top of the actual estimating.
The adjuster responded to your supplement on the Martinez file. You are 90% sure it was last Tuesday. You search your inbox for "Martinez" and get 47 results across three different threads. The response you need is buried in a chain that started as a coverage question and turned into a scope dispute. Meanwhile, the contractor is calling asking for an update.
The carrier wants supporting documentation for the O&P line item. The original photos are on your phone. The code references are in a PDF on your desktop. The prior correspondence is in your email. The comparable pricing data is in a spreadsheet. Building a supplement response package means hunting through four different systems before you can even start writing.
Every carrier has different response windows. State Farm gives you 30 days for a supplement response. Travelers gives you 14. The TPA handling the Liberty Mutual file has its own timeline entirely. Miss a window and you are not just delayed. You may be starting the negotiation from scratch.
The carrier cut your estimate by $12,000 on a desk review. They removed code upgrades, denied O&P, and reduced three line items to minimum quality. You know every one of those items is justified. But building the documented response with photos, manufacturer specs, code references, and prior approval precedents takes hours when the files are scattered.
You have 25 active claims. Some need supplements written. Some are waiting on carrier responses. Some have been approved and need final documentation. You cannot see all of this in one place. Every morning starts with the same question: what fell through the cracks yesterday?
None of these problems are about your estimating ability. They are about the systems between the estimate and the payment.
The dozen steps between writing the scope and getting paid.
Between writing the scope and getting paid, there are a dozen steps that no estimating tool was designed to handle. Carrier correspondence, response deadlines, disputed line items, supporting documentation. Claim Titan manages that gap so the estimate stays at the center of your day instead of the admin.
Coverage intelligence before you write the first line item.
Before you write a single line item, AI reads the policy and surfaces what matters: dwelling limits, deductible structure, exclusions that could affect your scope, and endorsements worth knowing about. It is a research pass, not a decision maker. You approve what gets used.
The morning question answered before you ask it.
Your entire caseload in one view. Filter by status, carrier, or deadline. See which claims need attention, which are stalled waiting on responses, and where the dollars stand. The morning guessing game of "what did I miss" goes away.
Not a generic CRM with a claims label. Not an AI chatbot pretending to be software. A fully featured claims management platform built for how estimators actually work, with optional AI tools when you need them.
Every supplement tracked from draft to approval. Every carrier response logged. Every deadline visible. These are the tools that make it work.
Track every supplement from draft to submission to carrier response. See which round each claim is on, what the carrier approved or denied, and what is still outstanding. One view across your entire caseload.
Every email with every adjuster logged to the right claim automatically. Read receipts tell you when your supplement was opened. Search any conversation in seconds instead of digging through inbox threads.
Upload the dec page and full policy. AI pulls out what matters for your scope: dwelling limits, deductible structure, relevant exclusions, and endorsements like matching or code upgrade sub-limits. You review and approve before anything is used. Opt-in and private.
Track initial estimate amounts, supplement values, carrier-approved totals, and outstanding balances across all active claims. Know exactly where every dollar stands without maintaining a separate spreadsheet.
Set carrier-specific response deadlines per claim. Automatic reminders at 30 days, 7 days, and overdue. Default task templates create your supplement workflow the moment a new claim comes in.
Track supplement round number, carrier desk adjuster name, response dates, approval percentages, O&P status, and any other data point your process needs. 20+ field types including formulas and dropdowns.
Here is how a typical claim moves through the platform, from the moment the assignment lands to the day the file closes.
Create the claim file, upload the policy, and let AI surface the coverage details that affect your scope. Add your inspection photos and initial documentation. Set carrier-specific deadlines. The file is built before you open your estimating tool.
Attach your completed estimate to the claim, send it to the carrier through the platform, and track the submission status. Read receipts confirm delivery. Deadline reminders start counting down from the carrier response window.
When the carrier responds with a desk adjustment or partial denial, log the feedback, document the disputed items, attach supporting evidence, and submit the supplement. Track each round from submission to approval. Every document, email, and response lives in the same file.
Record final approved amounts, track payments received, and close the file. The complete history is already built from the work you did along the way. If anyone needs to review it six months later, it is all there.
No reconstruction needed at closing. The file builds itself from the work you do each day. When someone pulls it six months later, the complete trail is already organized.
Beyond the features built specifically for public adjusters, Claim Titan is a complete claims management platform. Here's what you get from day one.
Every claim tracked from first notice of loss through settlement. Status pipelines, activity timelines, and a complete audit trail.
Send and receive email directly from the claim file. Every carrier conversation, client update, and internal note logged automatically.
Default task lists per claim type. Deadline alerts for appraisal, litigation, and filing windows. Calendar sync to keep everything visible.
Track performance across your book of business. Revenue reports, pipeline visibility, claim status breakdowns, and team productivity.
Stop paying for and managing a stack of disconnected tools. One platform covers it all.
See It Configured for Your Work
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Answers to the questions estimators ask most before getting started.
No. You still write your estimates in whatever tool you use. Claim Titan manages the claim lifecycle that surrounds the estimate: carrier communication, supplement status, deadlines, documentation, and financials. It sits alongside your estimating tool, not in place of it.
Yes. Custom data fields let you track supplement round numbers, carrier response dates, approved amounts, and denial reasons per claim. Reporting pulls this data across your entire caseload so you can see approval rates, average response times, and outstanding dollars at a glance.
Upload the policy PDF and AI reads through it to pull out the details that matter for scoping: dwelling limits, deductible types, relevant exclusions, and endorsements. Everything is presented for your review before it becomes part of the claim file. The feature is opt-in, your data stays private, and nothing is shared or used to train models.
Team-based access controls let you share specific claims with the people who need them. Contractors see their jobs. PAs see their clients. Everyone else sees nothing. You control exactly who has access to what.
Flat per-user pricing with full feature access. No per-claim fees, no storage fees, no feature gating. Whether you are handling 10 claims or 100, the price is the same and every feature is included.
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