Claims CRM
Turn an accepted lead into a full claim workspace in one click, then run it end to end: stage, Claim Health, documents, estimates, financials, and messages, all in one record your team shares.
One workspace per claim, the whole lifecycle
Every claim holds the policy and property, the workflow stage, a completeness score, documents by category, estimates, a financial ledger, findings, appointments, notes, and the conversation with the policyholder. Nothing lives in a separate spreadsheet.
- Convert a consented lead to a claim with its details prefilled.
- Workflow stages from intake to settlement.
- Claim Health flags what is missing and the next action.
Find anything across your book
As your caseload grows, search and filter keep it manageable. Narrow by status, stage, or loss type, sort by lowest Claim Health to triage, and jump to the claims that need attention first.
- Search by policyholder, title, city, carrier, or claim number.
- Filter by status, stage, and loss type, with saved views.
- Triage by Claim Health to work the riskiest claims first.
Shared by your team, isolated from everyone else
Your whole team works the same claims with role-based permissions, while your firm is tenant-isolated, so no other firm can ever see your book. Every change is written to an append-only audit trail.
- Role-based access for owners, admins, and members.
- Tenant isolation: your firm sees only its own claims.
- Every mutation audited, so there is always a record.
Common questions
Can my whole team work the same claim?
Yes. Claims are shared within your firm with role-based permissions, and your firm only ever sees its own claims and leads.
Do I have to re-enter a lead’s details?
No. Converting a lead carries its details into a new claim workspace, so nothing is typed twice.
What lives inside a claim workspace?
The policy and property, workflow stage, Claim Health, documents by category, estimates with comparison, a financial ledger, findings, appointments, notes, messages, and a full timeline.
How do I keep a large caseload manageable?
Search and filter by status, stage, loss type, carrier, or policyholder, save views you use often, and sort by lowest Claim Health to triage the claims that need attention first.
Is my firm’s data separated from other firms?
Yes. Tenant isolation means your firm sees only its own leads and claims, and no other firm can access your book.
Run every claim in one place
Subscription-funded, no per-lead charges. List your firm to get started.