Claim file software for public adjusters managing homeowner claims.
Run intake to settlement with a homeowner CRM and claim file dashboard — documents, estimates, email history, task reminders, inspection scheduling, and final package tracking in one HQ.
PreviewWhere a Public Adjuster file loses its leverage
Leads slip through the cracks
Homeowner leads come from referrals, calls, and forms — without a CRM, follow-ups get missed.
Documents and estimates scattered
Policies, proofs of loss, and estimates belong on the file the carrier will read.
Carrier communication history
Every demand, response, and counter has to be documented for the file and the settlement.
Settlement and final package
Tracking claim value, settlement, and the final package is hard without one organized workspace.
How work reaches public adjusters, and how it runs
Files arrive from more than one direction. Each source of work gets its own intake, statuses, templates, and automations.
New Homeowner Leads
Inbound leads from referrals, calls, and forms.
Active Claim Files
Signed clients with open homeowner claims.
In Settlement
Files in negotiation and final package.
Lead intake
Capture the homeowner lead, send the agreement, and convert to an active claim file.
Document & inspect
Collect policies, proofs of loss, and estimates; schedule and document the inspection.
Negotiate
Log every demand and response and keep the carrier communication history on the file.
Settlement & final package
Track settlement, assemble the final package, and close with full history.
The file starts before the claim does.
A Public Adjuster file begins as a lead and ends as a settlement, and the documentation in between is the leverage. Every stage writes to the record the carrier will eventually read.
Lead & referral
Inbound leads from a form, a call, or a referral open a file in the homeowner workflow.
Engagement
The signed contract and the client record live on the file from day one.
Inspection
Scheduled against the property, with photographs captured on site.
Documentation
Estimates, policy documents, and evidence organized per claim.
Claim communication
Correspondence with the carrier threaded onto the record as it happens.
Resolution
Settlement and closeout, with the full history behind the number.
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
- Complete estimate
- Position/estimate sent to carrier
- Negotiations with carrier
- Agreement is reached
- Waiting on payment from carrier
- Waiting on payment from homeowner
- File closed
The workspace, on one open file
A look at the command center, organized around this role's workflows.
The parts public adjusters live in
A Public Adjuster file runs from the signed contract to the settlement. These are the parts that carry it.
Claim File Hub
Every document, photo, estimate, note, and task organized per claim file — searchable and audit-ready.
Client Workflows
Separate pipelines for carrier, Public Adjuster / Attorney, and homeowner work — connected under one HQ.
Email-to-File Intake
Capture incoming email, group related messages, and stage attachments straight onto the right file.
Documents
Collect, organize, and version policies, estimates, correspondence, and evidence per file.
Billing & Invoicing
Generate invoices per file or assignment and track outstanding balances through closeout.
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.
Where public adjusters usually start
Most Public Adjuster firms start with one licensed adjuster and add staff as the book grows.
Solo operation
You carry your own files from signing through settlement.
Solo Professional$199/moInternal team
A Public Adjuster firm with estimators and staff on shared claims.
Team$499/moExternal assignment network
You send inspections or estimating out to independent professionals.
Partner Network$599/mo
Schedule Engine and Photo Engine are optional modules, priced separately. See pricing for full plan and module details.
Resources for public adjusters
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.