Claims Management Features Built for Public Adjusters
Every feature in ClaimFlow was designed around the real daily workflow of licensed public adjusters — from the first call to the final settlement check. No enterprise bloat. No features you’ll never use. Just the tools you need to manage claims, automate admin, and close faster.
8 Core Features — One Platform
Click any feature below to learn more, or scroll through the full breakdown.
Claims Pipeline
Visual Kanban board from FNOL to settlement
Auto Follow-Ups
SMS & email sequences triggered by claim stage
FNOL Intake Forms
Branded forms for new claim submissions
Document Management
Every file linked to the claim record
Scheduling
Self-booking calendar for inspections
Communication
Two-way SMS & email with client portal
Mobile App
Full access from any property site
Reporting
Revenue, cycle time, and pipeline analytics
Visual Claims Pipeline — See Every Claim at a Glance
Stop managing claims in spreadsheets. ClaimFlow gives you a drag-and-drop Kanban pipeline designed around the public adjuster workflow. Every open claim appears as a card you can move between stages — so you always know exactly where things stand across your entire book of business.
- 6 pre-built stages: FNOL → Documentation → Inspection → Estimate → Negotiation → Settlement
- Drag and drop claims between stages as they progress
- Customize pipeline stages to match your workflow
- Claim cards show policyholder name, carrier, claim value, and days in stage
- Filter by carrier, claim type, date range, or assigned adjuster
- Color-coded alerts for stalled claims that need attention
- Pipeline value totals show what your open claims are worth
Claims Pipeline Dashboard
Screenshot coming soon
Automated Claims Follow-Ups — Never Let a Claim Stall
The biggest revenue killer for public adjusters isn’t losing claims — it’s forgetting to follow up. ClaimFlow sends SMS and email follow-ups automatically when claims change stages or sit too long. You set the rules once; ClaimFlow handles the chasing forever.
- Stage-based triggers: automate actions when claims move between pipeline stages
- Time-based triggers: send reminders when claims sit idle for X days
- Two-way SMS and email — replies come back into ClaimFlow
- Pre-built templates for common PA workflows (document requests, carrier follow-ups, status updates)
- Multi-step sequences: day 3 reminder → day 7 escalation → day 14 urgent follow-up
- Separate automations for policyholders vs. carriers
- Activity log tracks every automated message sent per claim
Automation Workflow Builder
Screenshot coming soon
Automation Examples — Set Once, Run Forever
Claim moves to “Documentation”
SMS sent to policyholder requesting damage photos, policy declaration page, and proof of loss within 48 hours.
Claim in “Negotiation” for 7+ days
Email sent to carrier adjuster requesting status update on settlement offer, with CC to your records.
Claim moves to “Settlement”
SMS sent to policyholder: “Great news — your claim has been approved. We’ll be in touch with next steps.”
New claim submitted via intake form
Welcome email sent with your engagement letter, inspection scheduling link, and FAQ about the PA process.
Inspection completed
SMS to policyholder confirming inspection is done, and automated email to carrier submitting your preliminary report.
Claim idle for 14+ days
Internal alert + email notification to you: “Claim #1247 (Johnson residence) has been stalled for 14 days. Action needed.”
FNOL Intake Forms — Capture New Claims Professionally
Replace paper forms and scattered text messages with branded online intake forms. When a new policyholder reaches out, send them your ClaimFlow intake link. They fill in their property details, upload photos, provide policy information, and sign your engagement letter — all in one place.
- Custom-branded forms with your company logo and colors
- Collects: policyholder info, property address, damage type, policy number, carrier name
- Photo and document upload directly from phone or desktop
- Digital signature for engagement letters and authorization forms
- New submissions automatically create a claim in your pipeline
- Confirmation email sent to policyholder upon submission
- Embed on your website or share via link, QR code, or text message
Branded Intake Form
Screenshot coming soon
Claims Document Management — Every File, One Place
No more searching through email threads, WhatsApp chats, and text messages for that one photo the carrier asked for. ClaimFlow links every document, photo, estimate, and piece of correspondence directly to the claim record. Find anything in seconds.
- Unlimited file storage per claim (photos, PDFs, estimates, correspondence)
- Organize by document type: policies, estimates, photos, carrier letters, proof of loss
- Drag-and-drop file upload from desktop or mobile
- Policyholders can upload documents directly via their portal or intake form
- Search across all claims by filename, type, or keyword
- One-click share: generate a secure link to send documents to carriers or policyholders
- Version history — never lose an earlier version of an estimate or letter
Document Management Panel
Screenshot coming soon
Inspection Scheduling — No More Phone Tag
Property inspections are the backbone of your business — but scheduling them by phone and text leads to double-bookings, missed appointments, and wasted drive time. ClaimFlow lets policyholders self-book inspection slots on your calendar, with automatic confirmations and reminders.
- Self-booking calendar: policyholders pick from your available slots
- Syncs with Google Calendar, Outlook, and Apple Calendar
- Set availability by day, time, and travel zone
- Automatic SMS/email confirmation upon booking
- 24-hour reminder sent to policyholder before inspection
- Reschedule and cancellation links included in confirmations
- Buffer time between appointments for travel
Inspection Calendar
Screenshot coming soon
Policyholder Communication Hub — Keep Everyone in the Loop
The #1 complaint policyholders have about their public adjuster? “I don’t know what’s happening with my claim.” ClaimFlow solves this with two-way messaging, automatic status updates, and a self-service client portal — so your policyholders feel informed without you making a single call.
- Two-way SMS directly from ClaimFlow — replies come back to the claim record
- Two-way email with full conversation threading
- Automatic status update SMS/email when claims change stages
- Policyholder portal: clients log in to see claim status, uploaded documents, and next steps
- All communication auto-logged on the claim timeline
- Branded messaging — your company name appears on all texts and emails
- Bulk messaging for storm events: notify all affected policyholders at once
Communication Hub & Client Portal
Screenshot coming soon
Mobile App for Field Adjusters — Your Office in Your Pocket
Public adjusters don’t work behind desks — you’re at property sites, meeting policyholders, and inspecting damage. ClaimFlow’s mobile app gives you full access to your claims, documents, calendar, and communication from your phone. Update everything in real time without going back to the office.
- Full claims pipeline — view, edit, and move claims between stages
- Camera integration: snap photos and attach them to claims instantly
- Voice-to-text notes: record inspection observations hands-free
- View and share documents from the field
- Send SMS and emails to policyholders and carriers on the go
- Check your calendar and upcoming inspections
- Push notifications for new claims, messages, and stalled claim alerts
- Works on iOS and Android — download from App Store or Google Play
ClaimFlow Mobile App
Screenshot coming soon
Claims Reporting Dashboard — Know Your Numbers
Most public adjusters have no idea how their practice is actually performing. How many claims are open? What’s your average cycle time? What’s your pipeline worth? ClaimFlow’s reporting dashboard gives you the answers in real time — so you can make smarter decisions about your business.
- Active claims count by stage, carrier, and claim type
- Total pipeline value: see what your open claims are worth
- Average cycle time: from FNOL to settlement, by carrier
- Monthly settlement totals and revenue tracking
- Claims closed this month vs. last month vs. year-over-year
- Adjuster performance: claims per adjuster, avg. settlement (Agency plan)
- Export reports to PDF or CSV for accounting and taxes
Reporting Dashboard
Screenshot coming soon
Why ClaimFlow’s Features Are Different from Enterprise Claims Software
If you’ve looked at enterprise claims management platforms like VCA Software, ClaimWizard, or ClickClaims, you’ve probably noticed two things: they’re expensive, and they’re built for large independent adjusting firms and third-party administrators — not for solo public adjusters. Their feature sets include carrier integrations, staff adjuster dispatch, and multi-location management that solo PAs and small firms will never need, yet you’re paying $500 to $2,000 per month for them.
ClaimFlow takes the opposite approach. Every feature was designed specifically for the public adjuster workflow: First Notice of Loss intake, property damage documentation, inspection scheduling, Xactimate estimate tracking, carrier negotiation follow-ups, and settlement management. There are no features in ClaimFlow that don’t directly help you manage claims, communicate with policyholders, or get paid faster.
The automated follow-up system alone can save you 10+ hours per week of manual chasing — sending carrier status requests, policyholder document reminders, and inspection confirmations on autopilot. The visual claims pipeline replaces your spreadsheet with a drag-and-drop board that shows every open claim at a glance. And the mobile app means you can update claims, capture photos, and communicate with clients directly from property inspection sites — without going back to the office to type everything up.
Whether you handle water damage claims in Florida, hail damage in Texas, hurricane claims in Louisiana, or fire and wind claims in the Carolinas, ClaimFlow adapts to your practice. Plans start at $97/month — less than 1% of a single claim fee — with no long-term contracts and a free 14-day trial. Start today and see why public adjusters across the country are making the switch.
ClaimFlow vs. Other Claims Software
How ClaimFlow compares to enterprise platforms and generic CRMs for public adjusters.
Enterprise Platforms & Generic CRMs
- $500–$2,000+/month — priced for large firms
- Weeks of setup with consultant-led onboarding
- Built for independent adjusting firms and TPAs, not PAs
- Complex interfaces designed for IT teams
- Features you’ll never use (staff dispatch, multi-location, carrier portals)
- Annual contracts with cancellation fees
- No PA-specific pipeline stages or workflows
ClaimFlow — Built for Public Adjusters
- Starting at $97/month — affordable for solo PAs
- Up and running in 24 hours, no IT needed
- Every feature designed for the public adjuster workflow
- Intuitive interface — if you can text, you can use ClaimFlow
- Only the tools you need: pipeline, automations, docs, mobile, reporting
- Month-to-month, cancel anytime, no fees
- Pre-built FNOL → Settlement pipeline with PA-specific automations
See Every Feature in Action — Free for 14 Days
Full access to the claims pipeline, automated follow-ups, document management, mobile app, and every feature on this page. No credit card required.
Start Your Free Trial →No credit card. No contract. Full access. Cancel anytime.