Claim file CRM for contractors handling insurance restoration work.
Turn leads into claims with a homeowner pipeline, photo documentation, inspection scheduling, and follow-up tasks — and keep every document and conversation on the file.
PreviewWhy claim-side jobs stall
Leads and jobs in different tools
Sales leads, referrals, and active claims live in separate apps, so jobs stall between sale and claim.
Photos aren't claim-ready
Field photos sit on a phone until somebody needs them for a supplement.
Follow-ups fall through
Without reminders and a pipeline, homeowner follow-ups and inspections get missed.
No sales-to-claim visibility
It's hard to see which leads converted to active insurance claims and which stalled.
The job is the easy part. The documentation is the claim.
Claim-side work is won and lost on what you can show. These five stages are what a carrier asks for, kept on the file from the first visit.
Referral
The opportunity opens a file with the property and the loss on it.
Inspection
The site visit is scheduled and photographed against the claim.
Documentation
Scope, photographs, and supporting documents organized per job.
Project follow-up
Tasks and status keep the job moving while the claim is open.
Client communication
Updates go out on a rule, and the thread stays on the file.
The stages the file actually moves through
The workflow as it is configured in ClaimFileHQ, stage by stage.
- Lead received
- Schedule meeting with property owner
- Inspection completed
- Estimate/proposal to homeowner
- Homeowner accepted
- Estimate sent to carrier
- Waiting on carrier approval
- Carrier approved estimate
- Waiting on payment from carrier/homeowner
- Repairs started
- Repairs completed
- File closed
The parts contractors live in
A claim-side job lives or dies on documentation. These are the parts that hold it.
Client Workflows
Separate pipelines for carrier, Public Adjuster / Attorney, and homeowner work — connected under one HQ.
Documents
Collect, organize, and version policies, estimates, correspondence, and evidence per file.
Automations
Rules that route files, assign tasks, and send confirmations as events happen.
File Notes
Internal notes and activity history that keep the whole team aligned on every file.
Claim photo storage
Photos stored and organized with the claim file, on every plan.
Photo Engine
On-site capture against the claim, appraisal-shaped photo sets, and report-ready output.
Schedule Engine
Route-aware inspection planning, recommended times, and a booking approval queue.
The workspace, on one open file
A look at the command center, organized around this role's workflows.
Where contractors usually start
Start with the files you document yourself; add the office when the crew does.
Solo operation
You run your own jobs and the claim documentation behind them.
Solo Professional$199/moInternal team
Crews and office staff working the same jobs.
Team$499/mo
Schedule Engine and Photo Engine are optional modules, priced separately. See pricing for full plan and module details.
Resources for contractors
Free, ungated guides and checklists for running organized claim files.
Run every claim file from one command center
Start a free trial and run a real file through intake, inspection, position, and closeout.