Represent policyholders. Negotiate with carriers.
Track every claim, every dollar, every deadline.
Not a generic CRM with a claims label. Built from real industry
experience for how public adjusters actually work.
Every PA practice reaches a point where the workarounds stop working. The spreadsheets get too complex, the email threads get too long, and the manual processes start costing more than they save.
You're on the phone with the adjuster and you need the policy details, the last three emails, and the inspection photos. They're in three different places.
Four settlements pending. You're manually calculating fees, referral splits, and what the policyholder owes. One wrong formula and you're short.
Three policyholders called this week asking the same question. You spend 20 minutes per call giving updates you could have automated.
An audit request comes in. Now you're spending a full day piecing together a paper trail across email, cloud storage, and a spreadsheet with 47 tabs.
Carrier call in 10 minutes. The policy is 50 pages. You need to know what's covered, what's excluded, and what the deductible looks like. There isn't time.
ACV, RCV, depreciation holdback, recoverable depreciation. Across 30 claims. In a spreadsheet. One bad formula and you've got a problem you won't catch until it's too late.
You didn't get into public adjusting to manage spreadsheets. These problems have real solutions, and they don't require five different apps.
Backed by real industry experience, not built by a software company guessing at your workflow. Every feature exists because someone needed it in the field.
Financial tracking built for PA fee structures. Flat fees, percentage-based, tiered, referral splits. Not a generic invoice tool bolted onto a CRM.
Optional AI tools that save hours on tedious work. Policy extraction, weather reports, and document analysis are all opt-in. We never use your claim data for model training.
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 public adjusters actually work, with optional AI tools when you need them.
Every claim is tracked from intake to settlement with tasks, documents, email, and reporting built in. These are the tools that take it further.
Every claim tracks settlements, commissions, fees, referral splits, and receivables automatically based on your contract terms. When a payment comes in, the numbers update across the board. Built for PA fee structures, not generic invoicing.
Policyholders get a branded portal tied directly to their claim file. They can check status, upload documents, and stay informed without calling your office.
Loss letters, authorization forms, and carrier correspondence pull real data from the claim file. Write once, generate for every claim.
Send contracts and authorization forms for signature right from the claim file. Works with DocuSign, Adobe Sign, or native Titan signing.
Upload a policy and get coverages, exclusions, and endorsements extracted into structured data on the claim. Completely opt-in. You review and approve everything.
Generate detailed weather reports tied to your claim dates and location. Storm events, hail, and wind patterns documented from NOAA and NWS government sources.
Here's how a typical claim moves through the platform.
Create the claim, capture policyholder details, send your PA contract for e-signature, and upload the policy document.
Build your scope of loss, organize inspection photos, generate demand letters, and prepare your proof of loss with merge-field templates.
Track carrier responses, manage supplement rounds, log all correspondence, and reference structured policy details during negotiations.
Record the settlement, calculate your fee and any referral splits automatically, track policyholder payments, and close the claim.
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
Every demo is conducted by someone who actually knows claims. Not a sales rep reading a script. You'll see a live account configured for public adjusters, with real claim types and the way your operation runs.
Live Demo
30 minutes with an expert
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Set up in under 10 minutes
Answers to the questions public adjusters ask most before getting started.
Most PAs are up and running the same day. We offer data migration to bring your existing claims over, and the interface is designed around how public adjusters actually work.
No. Claim Titan is a fully featured claims management platform with or without AI. The AI tools are completely opt-in. Policy analysis, weather reports, and document extraction are there when you want them, but none of it is forced. We never use your claim data for model training.
Yes. Financial tracking supports flat fees, percentage-based fees, tiered structures, and referral splits. It calculates automatically based on the terms you set per claim.
Claim Titan is competitively priced with no hidden fees. Every user gets full access to every feature. Book a demo to see current pricing and what's included.
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See how Claim Titan handles intake through settlement in one system built specifically for public adjusters.
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Talk to someone who actually knows claims.
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No implementation timeline. Start working today.
Prefer to talk? Call 608-765-5556 during business hours.