Public adjusters
Keep policyholder representation organized, from the signed agreement, LOR and W-9 to fee tracking and final payment.
For adjusters (public, independent, carrier)
Every claim, from first call to final check.
Every claim, document and deadline in one place, whether you work for a policyholder, an independent firm or a carrier.
Independent adjusting firms
Keep assignments, inspection evidence, documents and follow-ups together so your team can move each claim forward.
Insurance carriers
Keep your adjusters and claim partners working from one clear timeline of documents, tasks and deadlines.
What you get
Every claim on one timeline.
Keep the first report, inspection, correspondence and outcome together.
Your pipeline on one board.
Every claim by stage, and what's next on each.
Nothing missing, nothing asked twice.
One checklist shows what's still needed.
Follow-ups that happen.
Tasks and calendar reminders on every claim.
Policyholders stay informed.
A free portal shows them where the claim stands.
Bring your whole team onto the claim
Invite the roofer, contractor, restoration company or attorney to just that claim. They join free, see only what you share, and everything they add lands on your timeline.