Everything a public adjusting firm runs on.

From the first call to the final payment, every feature is included for every user on every tier.

One file holds the whole claim.

Anyone on your team can open a claim and see where it stands, what is due, and what happens next.

One file per claim: Intake, policy, parties, estimates, supplements, financials, and notes live on the claim file.
Deadlines and follow-ups: Key dates, carrier response windows, and tasks are tracked per claim, with reminders so nothing depends on memory.
Documents, photos, and inspections: Upload from any phone or computer, organize by claim, and download everything in one zip when the carrier asks.
Weather on the date of loss: Look up the wind, hail, and rain recorded near the property around the date of loss and keep it with the claim.
Money and your fee: Track your estimate, carrier offers, supplements, payments, and your fee, so you always know what is still owed.

Conversations stay with the claim they belong to, and the people outside your firm never cost you a seat.

Email on the claim: Every claim gets its own address, so forwarded carrier mail files itself. Send from your own connected Gmail and keep the thread with the claim.
Free client portal: Insureds get their own login to check status and upload documents, free.
Outside parties join free: Vendors, contractors, attorneys, appraisers, and engineers work on the claims you share with them and never count as seats.
Calls and texts on the claim: Connect your firm's Twilio account and calls and texts are logged to the right file.
Templates and letters: Your firm's letters and forms, filled in from the claim so nobody retypes an address again.

Each person on your plan adds AI to one pool your whole firm shares. Nothing reaches a carrier or a client until you approve it.

Policy summaries: A plain-language summary of the policy with page references for the limits, exclusions, and duties that matter.
Letters and follow-ups: Demand letters and carrier follow-ups drafted from what is already in the file.
Facts pulled from documents: Estimates and letters are read for you, and the claim details are filled in for you to confirm.
Call transcripts: Recorded calls are transcribed and kept on the claim, so what was said is easy to find later.

No modules to buy and nothing locked behind an upgrade. Every tier has every feature.

Leads and intake: Capture a new loss on the first call and turn it into a claim when the contract is signed.
Team calendar and tasks: Inspections, deadlines, and to-dos for the whole firm, in one view everyone shares.
Firm reporting: Open claims by stage, by adjuster, and by dollar, so you know where the money is.
Roles and an audit log: Decide what each teammate and outside party can see, with a record of who changed what.
Secure by default: Encrypted storage and role-based access for every teammate and outside party.
Import or free migration: Bring claims and contacts from PACMAN, ClaimWizard, or a spreadsheet with a CSV or Excel import, or send us the export and we migrate it.

Start your free trial, or book a walkthrough and we will set it up with you.

One file holds the whole claim.

Anyone on your team can open a claim and see where it stands, what is due, and what happens next.

One file per claim: Intake, policy, parties, estimates, supplements, financials, and notes live on the claim file.
Deadlines and follow-ups: Key dates, carrier response windows, and tasks are tracked per claim, with reminders so nothing depends on memory.
Documents, photos, and inspections: Upload from any phone or computer, organize by claim, and download everything in one zip when the carrier asks.
Weather on the date of loss: Look up the wind, hail, and rain recorded near the property around the date of loss and keep it with the claim.
Money and your fee: Track your estimate, carrier offers, supplements, payments, and your fee, so you always know what is still owed.

Carriers, clients, and partners, on the record.

Conversations stay with the claim they belong to, and the people outside your firm never cost you a seat.

Email on the claim: Every claim gets its own address, so forwarded carrier mail files itself. Send from your own connected Gmail and keep the thread with the claim.
Free client portal: Insureds get their own login to check status and upload documents, free.
Outside parties join free: Vendors, contractors, attorneys, appraisers, and engineers work on the claims you share with them and never count as seats.
Calls and texts on the claim: Connect your firm's Twilio account and calls and texts are logged to the right file.
Templates and letters: Your firm's letters and forms, filled in from the claim so nobody retypes an address again.

AI that drafts. You decide.

Each person on your plan adds AI to one pool your whole firm shares. Nothing reaches a carrier or a client until you approve it.

Policy summaries: A plain-language summary of the policy with page references for the limits, exclusions, and duties that matter.
Letters and follow-ups: Demand letters and carrier follow-ups drafted from what is already in the file.
Facts pulled from documents: Estimates and letters are read for you, and the claim details are filled in for you to confirm.
Call transcripts: Recorded calls are transcribed and kept on the claim, so what was said is easy to find later.

The rest of the office, built in.

No modules to buy and nothing locked behind an upgrade. Every tier has every feature.

Leads and intake

Capture a new loss on the first call and turn it into a claim when the contract is signed.

Team calendar and tasks

Inspections, deadlines, and to-dos for the whole firm, in one view everyone shares.

Firm reporting

Open claims by stage, by adjuster, and by dollar, so you know where the money is.

Roles and an audit log

Decide what each teammate and outside party can see, with a record of who changed what.

Secure by default

Encrypted storage and role-based access for every teammate and outside party.

Import or free migration

Bring claims and contacts from PACMAN, ClaimWizard, or a spreadsheet with a CSV or Excel import, or send us the export and we migrate it.