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Pay for your team. Never for your clients.

One firm fee plus a price for each person at your firm. Every plan has every feature; they differ only in how much AI you get. Try it free for 14 days, no card needed.

Annual: pay for 10 months, get 12 (2 months free).

How your bill adds up

$24/mo

One firm fee, whatever your size

+

$25 or more/mo

For each person at your firm who logs in

=

$149/mo

For example, a 5-person firm on Core

Clients, vendors, contractors, attorneys, appraisers, and engineers log in free and never count as people on your bill.

Pick the price per person

All three have every feature. They differ only in how much AI your firm can use each month. One choice covers your whole firm, and you can switch at any time.

Core

Most firms

$25 per person a month

$19 for your 11th person onward

Every feature, with AI for everyday drafting and summaries.

75 AI actions a month per person

1 person, with the firm fee
$49/mo
5 people, with the firm fee
$149/mo
Start free with Core

AI Plus

$35 per person a month

$29 for your 11th person onward

For firms that lean on AI for letters, policy reviews, and documents.

200 AI actions a month per person

1 person, with the firm fee
$59/mo
5 people, with the firm fee
$199/mo
Start free with AI Plus

AI Max

$50 per person a month

$44 for your 11th person onward

For high-volume teams running AI on every file, every day.

500 AI actions a month per person

1 person, with the firm fee
$74/mo
5 people, with the firm fee
$274/mo
Start free with AI Max

Drag to your team size. Firm fee plus each person, billed monthly.

Core
$149/mo$24 + 5 × $25
AI Plus
$199/mo$24 + 5 × $35
AI Max
$274/mo$24 + 5 × $50

Every plan includes

  • Unlimited claims and documents
  • Deadlines, tasks, and the claim calendar
  • A forwarding address for every claim's carrier email
  • A client portal for updates and document uploads
  • Weather reports, photo reports, and templates
  • Roles, permissions, and a full audit trail

Free logins: Clients, vendors, contractors, attorneys, appraisers, and engineers never count toward your bill.

How the AI pool works

  • Each person on your bill adds AI actions to one shared pool: 75 a month on Core, 200 on AI Plus, 500 on AI Max. Anyone at the firm can use them.
  • Most AI uses are one action: a draft, a summary, a question, a call transcript. Reading a document is one action per 10 pages.
  • The firm owner gets an email when 80% of the month's actions are used.
  • At the limit, AI pauses until next month unless you choose to buy more. Everything else keeps working.
  • Need more in a busy month? Buy 100 actions for $10 or 500 for $45. Packs last until the end of the billing period and never renew on their own. If you need more every month, a higher price per person is the better deal.
Bigger teams pay less
From your 11th person on, each person costs $6 less a month, on every plan.
Bringing your data?
Import from your current system and your free trial runs 60 days instead of 14. We migrate it for free.
Founding firms
The first 50 firms to add a card get 20% off their whole bill for 24 months.
Bots and AI agents
Connect your own bot or AI agent for $9 a month each. It can only read until you allow more, and a person approves what it sends or deletes.

Common questions

Who counts as a person on my bill?
Anyone at your firm who logs in: adjusters, estimators, office staff, owners. Clients, vendors, contractors, attorneys, appraisers, and engineers log in free. An invitation is free until it is accepted.
Can different people be on different plans?
No. Your whole firm uses one plan, so everyone gets the same AI. You can switch plans at any time from Settings, then Billing.
What happens when the 14-day trial ends?
Add a card before it ends and nothing changes. If you don't, your workspace becomes read-only for 30 days and then locks. Your claims and documents are kept, and adding a card opens everything again.
What if we add or remove people?
Your bill follows your team automatically. On monthly billing, the change shows on your next bill. On annual billing, a new person is billed straight away for the rest of the year.
Can I cancel?
Yes, at any time from Settings, then Billing. You keep full use until the end of the period you paid for.
What happens if we use up our AI?
AI pauses until your next billing period, and everything else keeps working. If you want more sooner, a billing manager can buy 100 actions for $10 or 500 for $45. Packs are one-time charges that last until the period ends, and you are never charged for AI you didn't choose to buy.
Do bots use our AI?
No. A bot or AI agent you connect costs $9 a month, doesn't count as a person, and doesn't use your firm's AI pool.

Questions about your firm's setup or switching from another system?

Book a 20-minute walkthrough
ClaimCompass

The CRM for public adjusters. Every claim, document, deadline and client in one place, from policy to paid.

support@claimcompass.io

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Built by public adjusters, for public adjusters.