Manage Claims Smarter, Close Faster

The AI-powered CRM built for public adjusters, IA firms, and real estate professionals. AI reads your policy & documents and fills the claim for you, analyzes damage photos, generates contracts, and runs your client portals β€” so you do less typing and win more claims.

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See It in Action

Watch a quick walkthrough of Claims Solutions CRM and see how it can streamline your workflow.

Everything You Need

Built by adjusters, for adjusters. Every feature designed to save you time and win more claims.

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AI Declarations-Page Reading

Upload the policy/dec page and AI extracts everything β€” policy number, Coverage A–D limits, AOP & wind/hail deductibles, Ordinance & Law, exclusions and limitations β€” then auto-fills it across the claim and onto the PA contract. Less typing, fewer misses.

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Smart Document OCR

Every uploaded document is read, auto-categorized, and renamed by its content ("State Farm Declarations Page"), with a policyholder-advocate summary and tone (denial vs. favorable) β€” so your files organize themselves.

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AI Photo & Hail Analysis

Keyless Google Gemini vision analyzes roof & damage photos β€” hail bruising, granule loss, creased shingles β€” with NOAA storm-data correlation and Xactimate line items. Drone SD-card bulk upload supported.

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Instant Field Capture

Photos appear in the gallery the instant you snap them β€” even while they upload to the cloud β€” with GPS geotagging burned in. Full offline mode: shoot all day with no signal, everything syncs on reconnect.

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Property Data & Appraisal

Pull legal description, year built, sqft, roof, comps, permits and zoning from ATTOM, Regrid & Estated β€” plus free FEMA flood, Census & weather-peril data. A property appraisal report saves straight to the claim file.

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Contracts & Reports

Auto-generate Letters of Representation, AOB, and your own .docx contracts with client + policy data pre-filled. One-click attorney report and claim packet PDFs, with the signed contract saved to the file.

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Maps, Routing & Roof Sketch

Office↔claim mileage & turn-by-turn navigation (Android Auto / CarPlay hand-off), plus georeferenced roof sketching from aerial & drone imagery β€” measurements to PDF and Xactimate ESX.

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Client & Attorney Portals

Clients track status, documents and messages in real time; attorneys get secure no-login portal links. Bilingual (English / Spanish) client portal included.

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Analytics & Automation

Carrier-SLA auto-escalation, settlement benchmarking, bad-faith scoring, and auto follow-up scheduling β€” plus invoicing, payments and commissions tied to your pipeline.

Simple, Transparent Pricing

Start free. Upgrade when you're ready. No hidden fees, no contracts.

Trial

For getting started
Free
  • Up to 10 claims
  • 1 user
  • Contract generation
  • Backup & restore
  • 14-day full access
Start Free Trial

Solo

For independent adjusters
...
  • Unlimited claims
  • Client portal
  • Contract generation
  • Backup & restore

Enterprise

For large operations
...
  • Unlimited claims
  • All features included
  • Priority support
  • AI hail detection

IA Firm

For independent adjusting firms
...
  • Unlimited claims
  • Multi-carrier management
  • Desk adjuster tools
  • AI hail detection

Real Estate

For real estate professionals
...
  • Unlimited claims
  • Client portal
  • Disclosure management
  • Warranty tracking

Contractor

For general contractors
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  • Unlimited claims
  • Client portal
  • AI hail detection
  • Contract generation

Attorney

For insurance litigation attorneys
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  • Unlimited claims
  • Client portal
  • Case tracking
  • Demand letter tools

Built for Your Industry

Specialized workflows for every type of claims professional.

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Public Adjusters

Letters of rep, AOB forms, carrier communication tracking, fee calculations, and state-specific compliance built in.

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IA Firms

Multi-carrier assignment management, desk adjuster workflows, SLA tracking, and team performance dashboards.

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Real Estate

Property disclosure management, warranty tracking, and client communication tools designed for real estate workflows.

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Contractors

Job tracking, client portals, contract generation, AI hail detection for roof assessments, and scalable team management.

Ready to Streamline Your Claims?

Start your free trial today. No credit card required.

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Disclaimer: Claims Solutions CRM is a software tool provided "as is" without warranty of any kind, express or implied. The software is intended to assist with claims management workflows and does not constitute legal, financial, insurance, or professional advice. Users are solely responsible for ensuring compliance with all applicable laws, regulations, and licensing requirements in their jurisdiction. The developer and Claims Solutions shall not be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising from the use of or inability to use this software, including but not limited to loss of data, loss of revenue, or errors in claim processing. AI-powered features including hail detection and document analysis are provided as estimates only and should not be relied upon as definitive assessments. By subscribing to or using this software, you agree to these terms. See our full Terms of Service and Privacy Policy.

Claims Solutions Support

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