Your own staff, working the same files, in one shared workspace.
Every client, file, document, photo, note, task and activity entry is available across the organization, by role — so the answer to “where is that file” is the file itself, not whoever happens to be holding it.
Built for staffed offices — appraisal firms, adjusting companies and claim teams whose own people work the files together.
The team task dashboard: every open file's work, with an owner on each task, and the roles that decide who assigns, who approves and who works the file.
- Confirm inspection window
- Review submitted estimate
- Assign new carrier file
- Upload roof elevation set
- Draft position letter
- OwnerFull access to the workspace.
- ManagerAssigns and reassigns files across the team.
- Reviewer / QA AnalystApproves a submission or sends it back. Does not assign.
- StaffWorks the files assigned to them, on the shared record.
Every client, file, document, photo and task on the organization is visible to each role as its permissions allow.
The file stops belonging to one desk.
Everything in Solo Professional carries over. What Team adds is the second person — and the four things a second person needs.
One shared workspace
Every client, file, document, photo, note, task and activity entry is on the organization, visible to each role as its permissions allow. Nobody has to ask who has the file.
Manager and Reviewer / Quality Assurance Analyst roles
A manager assigns and reassigns work. A Reviewer / Quality Assurance Analyst approves a submission or sends it back for revisions, and does not assign. Each role carries its own permissions.
Assignment and routing across the team
Files are assigned inside the workspace, and automations can route and assign work across the team as events happen, so a new carrier file lands with an owner rather than in an inbox.
A task dashboard across every open file
What is overdue, what is due today and who owns it, across the whole office's files, on one screen. Saved views and filters keep a larger file load readable.
Everything in Solo Professional carries over: the whole claim-file CRM, with the two field modules the only things priced on top.
Everything is shared across the organization, by role. Work dispatched to people outside your own payroll — partner companies or 1099 contractors — is what Partner Network is for, and it is where the per-record privacy controls live.
Team includes 5 users. Beyond that, it is one line of arithmetic.
Additional users are $100/user/mo on any plan. Add users beyond the number your plan includes. Every user gets full access to the workspace, by role.
Run your own number in the estimator- An office of 5 (included)
- $499/mo
- An office of 8 (3 additional)
- $799/mo
- An office of 12 (7 additional)
- $1,199/mo
Staff working the files together in one office? Team is the plan built for a shared workspace.
- Role-based access controlOwners, managers, Reviewer / Quality Assurance Analysts, and staff see what their role permits.
- Organization isolationEach organization's data is scoped to that organization, with per-record visibility controls inside it.
- Encryption in transit & at restTraffic is served over TLS; stored data is encrypted at rest in the managed database and file storage.
The difference is how the work is staffed, not how many features you get.
Both run the same claim file. What changes is who works it and what they can see.
Who works the files
- Your own staff.
- Partner companies, 1099 contractors, and employees — inside and outside your own staff.
How work is handed out
- Assigned inside the shared workspace.
- Dispatched as an assignment the professional accepts or declines.
What happens before it reaches the client
- Managers and Reviewer / Quality Assurance Analysts work in the same workspace.
- A Reviewer / Quality Assurance Analyst approves the submission or sends it back for revisions.
Who can see what
- Everything is shared across the organization, by role.
- Everything dispatch sends is shared; the assigned professional's own photos and email stay private, and each document they upload is published or withheld individually.
Whose clients are whose
- Every client belongs to the organization.
- Work a professional brings in themselves stays out of the organization's pool.
Schedule Engine and Photo Engine are optional modules, priced separately. See pricing for full plan and module details.
Coming from a one-person setup? Solo Professional compared with Team
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 userHow the Solo Professional plan works
- 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 usersStart with Team
- 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