The whole claims management CRM, for one professional.
When one person carries every file, the file is wherever that person last left it: the estimate in one app, the photos on a phone, the deadline in a head. Solo Professional puts intake, documents, photos, email, tasks, automations, billing and reporting on the claim file itself, from the assignment landing to the final package going out.
Built for solo appraisers, independent adjusters, and one-person firms — the professional who works the file end to end themselves.
The claim file as Solo Professional runs it: identity, workflow position, tasks, documents and correspondence on one record.
- T. Walker
- Wind / Hail
- 08/18/2026
- Meridian Mutual
- Carrier Appraisal
- D. Whitfield
- Upload roof elevation set
- Draft position letter
- Assignment sheet.pdf
- Policy declarations.pdf
- Roof — north elevation
- Assignment received
- Inspection confirmed
- Scope question
The whole CRM is the entry plan, not the upgrade.
Nothing below is held back for a larger plan. Solo Professional is the complete claim-file CRM for one professional; the two field modules are the only capabilities priced separately.
Claim-file CRM
Every claim is a record with its own identity, workflow position, and history — not a row in a sales pipeline.
Clients & workflow management
Clients, contacts, and a separate workflow per source of work, all reporting into one dashboard.
Documents & claim photo storage
Policies, estimates, correspondence, and photographs stored and versioned against the file they belong to.
Notes & activity history
Internal notes plus a timestamped record of meaningful actions on every file.
Tasks & reminders
Work items with an owner and a due date, raised on the file rather than in someone's head.
Email on the claim file
Messages and attachments thread onto the record, so correspondence is not trapped in one inbox.
Automations
Rules that route files, create tasks, and send confirmations and reminders as events happen.
Appointment & inspection tracking
Appointments and inspections recorded against the claim, with the property and contact attached.
Reporting
Counts, statuses, and workload across files, clients, and client workflows — including when each runs its own stages.
Billing & invoicing
Invoices raised per file or per assignment, with outstanding balances tracked through closeout.
Every plan includes all of it, from Solo Professional up. The two modules below are the only capabilities priced separately.
Two products for the work that happens at the property.
These two are the only things you pay extra for. Everything above is already in your plan; these add the work that happens at the property.
Schedule Engine
Stop mapping addresses before you can offer a time.
Every plan already tracks appointments and inspections against the claim file.
- Reads the inspection locations already on your calendar
- Ranks dates by proximity to the stops you are already making
- Recommends inspection dates and times that fit your schedule
- Sends those windows to the parties as proposed times
- Booking links, and auto-schedule into the best-fitting window
- A booking approval queue before anything is confirmed
Photo Engine
Inspection evidence captured on site, already in report shape.
Every plan already stores claim photos on the file and keeps them with the record.
- Structured on-site capture against the open claim
- Claim-specific photo sets rather than one album
- Elevation, roof-slope, and room organization
- Field observations recorded with the photographs
- Report-ready output for the position letter and final package
Wherever these appear in a screenshot or demonstration on this site, they are labelled as optional modules. Schedule Engine and Photo Engine are optional modules, priced separately. See pricing for full plan and module details.
One more person does not mean the next plan.
Solo Professional includes 1 user, and any plan takes additional users at $100/user/mo. Add users beyond the number your plan includes. Every user gets full access to the workspace, by role.
- You, on your own
- $199/mo
- You and one assistant, on Solo Professional
- $299/mo
- An office with roles to separate, on Team
- $499/mo
Working your files on your own? Solo Professional is the whole claim-file CRM, for one professional.
The difference is how many people touch the file, not how much CRM you get.
Both run the whole claim-file CRM. What changes is whether anyone else is working in it with you.
Who works the files
- You. One licensed professional, running each file end to end.
- Your own staff, working the files together.
How work is handed out
- Nothing is handed out — every open file is yours.
- Assigned inside the shared workspace, with automations that route and assign across the team.
Who can see what
- One workspace, one professional in it.
- Every client, file, document, photo, and task is available across the organization, by role.
Roles and review
- No separate roles — you are the workspace.
- Reviewer / Quality Assurance Analyst and manager roles, each with their own permissions.
What the plan includes
- The complete claim-file CRM, from intake through billing.
- Everything in Solo Professional, plus the shared workspace, the roles, and a task dashboard across every open file.
Schedule Engine and Photo Engine are optional modules, priced separately. See pricing for full plan and module details.
Three ways to run it.
Every plan includes the whole claim-file CRM. Pick by how the work is staffed.
- You, working your own files.One professional running their own files end to end, from assignment through final package.$199/moIncludes 1 userStart with Solo
- Your own staff, one shared workspace.Your own staff work the claim files together — everyone on the organization sees every file, by role.$499/moIncludes 5 usersHow the Team plan works
- Work you dispatch outside your payroll.TPAs, adjusting firms, and panels that dispatch work across partner companies, 1099s, and employees, and manage acceptance, review, and revisions on the file.$599/moIncludes 5 usersHow the Partner Network plan works
Enterprise: Multi-office, contracted, or procured. Talk to us about Enterprise