Connect your AI agent to ClaimCompass

This bot's name, what it may do in each area (claims, contacts, leads, tasks, notes, documents, email, carriers), which teams' claims it is limited to (if any) and the firm it belongs to. Call it first.

List the firm's claims, most recently changed first. Filter by a search term (claim or carrier number, policyholder name, address), by status, or by last change.

One claim: status, phase, loss, policyholder, property, policy, carrier and assignee.

Notes on a claim, newest first, with who wrote each one.

Documents filed on a claim, newest first. Use get_document_download_url to read one.

A signed link to download one document, valid for 15 minutes.

The firm's tasks, most recently changed first, optionally for one claim or status.

One task: title, status, due date, assignee and the claim it belongs to.

Insurance carriers matching a name, from the carrier directory and the carriers this firm has used. Florida-market entries come first; when several match, prefer the one with florida: true. Results carry the claims phone, email, fax and mailing address when known, the firm's own (saved with save_carrier_contact) ahead of the directory's. Pass the result's name as carrier_name on create_claim or update_claim.

The firm's contacts (policyholders and others), by name, email or phone.

One contact, with the claims they are a party to and their role on each.

The firm's leads (prospective claims), most recently changed first.

One lead with its contact details, loss and follow-up date.

Emails and deletions this bot asked for, newest first, with whether a person approved, rejected or is still deciding.

One request this bot filed, and what happened to it.

The firm's active members (user_id, name, email, role and teams) and its teams. Use it to find the user_id for an assignee on create_claim, create_task, assign_claim or schedule_inspection. Never guess a user id.

What the claim's Financials tab shows: PA and carrier estimates and the gap, payments received (settlement, paid before and after the PA contract, depreciation, client net), the PA fee (percent, earned, invoiced, collected, outstanding), costs and margin, and the checks recorded with how each was split. Amounts are US dollars as numbers. Read only: to record one, use request_payment_record.

A claim's deadlines (statutory and carrier deadlines the app tracks, with status suggested, confirmed, met, missed and so on) and its key dates (inspections, recorded statements, mediation and other scheduled events), soonest first. Use the ids with mark_date_done.

Open deadlines and key dates due in the next N days (default 7) across all of the firm's open claims, each with its claim. Good for a daily or weekly review.

A claim's inspections, newest first: type, status, when scheduled or completed, the carrier's adjuster, who attends, and what was observed.

Assigns or reassigns a claim's adjuster and/or team. Get the ids from list_team_members; the person must be an active member of this firm. Send assigned_to_user_id: null to leave it unassigned. Returns the claim.

Moves a claim to a stage: intake, documents, carrier_contacted, inspection, estimate, negotiation, settlement, closed or canceled. The app's rules apply: a stage's checklist and the PA's sign-offs must be done first, and the error says what is missing. Closing or canceling needs close_reason (denied, withdrawn, duplicate or other, with a note for other). A claim that settled is closed by a person from the Closeout tab, not a bot. Returns the claim.

Adds a dated event to a claim's calendar: a reinspection, recorded statement, mediation, appraisal, inspection or custom date, with a title and time. Statutory deadlines are created by the app itself; use this for dates a person tells you about. Returns the key date.

Adds a manual deadline to a claim, the way a person does under Deadlines: a title and a due time, tracked as confirmed and marked as added by this bot. For dates a person tells you about or that a carrier letter states. Statutory and carrier deadlines the app seeds itself are not added here, and a bot can't edit or remove deadlines (nor can the app's own screens; use mark_date_done to close one). Returns the deadline.

Marks one of a claim's deadlines as met (send deadline_id) or one of its key dates as completed (send key_date_id), from list_claim_deadlines. Send exactly one of the two.

Schedules an inspection on a claim: type (field_adjuster, pa_inspection, carrier_inspection, joint_inspection, contractor_inspection, engineer, roofer, plumber, hygienist, virtual or reinspection), optional time, the carrier's adjuster, the member who attends and what to inspect. Returns the inspection.

Opens a new claim and fills in whatever you send: policyholder (an existing contact or a name, email and phone), loss address and date, policy number, carrier, carrier claim number, PA fee %, Emergency / Non-Emergency and contract date. It starts at intake, unassigned unless you name a member. Check search_claims first so you don't open a duplicate, and send an idempotency_key so a retry doesn't open it twice.

Updates a claim: narrative (description, reported facts), policyholder, loss address and date, policy number, carrier, carrier claim number, PA fee %, Emergency / Non-Emergency, contract date. Only the fields you send change.

Adds an internal note to a claim, signed with this bot's name.

Creates a task on a claim, optionally due on a date and assigned to a member. Check list_tasks first so you don't create a duplicate, and send an idempotency_key so a retry doesn't create it twice.

Moves a task to open, in_progress, completed or cancelled.

Adds a person to the firm's contacts. Check search_contacts first so you don't add a duplicate, and send an idempotency_key so a retry doesn't add them twice.

Updates a contact. Only the fields you send change.

Adds a lead (a prospective claim), unassigned unless you name a member. Check list_leads first so you don't add a duplicate, and send an idempotency_key so a retry doesn't add it twice.

Updates a lead. Only the fields you send change.

Saves this firm's own claims phone, email, fax, mailing address or notes for an insurance carrier. The firm's claims use them ahead of the built-in carrier directory, which is shared by every firm and can't be edited. Only the fields you send change; null clears one. Don't save one person's direct line or email as the claims contact.

Files a document (up to 3 MB, base64) on a claim.

Drafts an email from a claim and asks a person on the team to approve sending it. Nothing is sent until they do. Returns the approval request.

Asks a person on the team to approve deleting a document. Nothing is deleted until they do. Returns the approval request.

Asks a person on the team to approve recording a check on a claim: the total, who it pays (allocations that add up to the total) and the check number and date. Nothing is recorded until they approve; then it goes through the same Financials checks as when a person records it. Returns the approval request. Read the result with get_claim_financials.