For public adjusting firms
Claim intake and client updates, handled for you.
Every claim set up the day it arrives. Every property owner updated every week. Every contractor gets one email covering all their jobs. It runs inside your CRM, and you own it.
What it does
Two pieces.
Claim intake
Every new claim set up the day it arrives, without anyone opening a file.
- A contractor, property owner, or anyone else submits a form with the documents. The claim and contacts are created in your CRM.
- Documents get categorized and filed.
- The estimate is read for ACV, RCV, and depreciation.
- The adjuster note comes pre-filled.
- The state-correct contract goes out for signature, property owner first, contractor copied on the letter of representation.
- The engagement email to the insurer is drafted.
- The claim stage advances. Unlicensed states halt instead of guessing.
Claim updates
The weekly communication that everybody intends to do and nobody has time for.
- Any claim untouched for seven days gets a property owner status email, built from your notes, your logged emails, and the text of the documents on file.
- Each contractor gets one consolidated email covering all of their active claims, not one per claim.
- Email logging into the CRM is included.
- Tuned on five to fifteen of your own past updates, so it writes the way your firm already writes.
Claim intake, from submission to review
How it helps
What changes once it's running.
A smoother start for whoever sends the claim in
Contractors and property owners get a claim that's acknowledged and set up the same day, instead of sitting until somebody has time to open the file. The contract is out for signature, the contractor is copied on the letter of representation, and the insurer email is ready to go before anyone has typed anything.
Nobody has to chase you for a status
Property owners hear where their claim stands every week without calling to ask. Contractors get one email covering everything they've sent you, so they always know where their jobs sit. Claims run for months, and this is the part that usually goes quiet.
Contact
Tell me what you're trying to solve.
Send over the part of your claim process that's costing you the most time.