The command center for modern claims practices
Intake, AI policy analysis, Texas compliance, integrated email, invoicing, and a white-labeled client portal — engineered into one operating system for public adjusters.
Built for Texas public adjusters · TDI-compliant · SOC-aware infrastructure
Trusted by independent adjusting firms across Texas
A purpose-built stack for claims operators
Six modules. Zero spreadsheets. Built from the ground up for the way public adjusters actually work.
Unified claim intake
Residential or commercial, fire to wind — smart logic auto-generates the right workflow tasks.
AI policy analysis
Upload a policy PDF. Get pitfalls, limits A–D, and peril deductibles in seconds.
Texas compliance engine
19 pre-populated TDI milestones tracking business days automatically — never miss a deadline.
Integrated email + contacts
Sync claim correspondence. AI matches inbound emails to the right claim, every time.
Financials & invoicing
Branded invoices, payment tracking, and .IIF exports straight into QuickBooks.
Client portal
Clients see status, documents, and milestones — and nothing else. White-labeled for your firm.
Designed for the way you actually run claims
Every claim, fully assembled
Policy limits, peril, milestones, documents, financials — one screen. Texas compliance milestones tick forward automatically as deadlines move.
Open in the app
A claims pipeline, not a spreadsheet
Filter, sort, and triage 50 or 5,000 claims. Status, assignee, carrier, reserve — at a glance, across every device.
Open in the app
Email that knows which claim it belongs to
Connect Gmail or Microsoft 365. AI matches inbound mail to the right claim with confidence scoring. No more lost threads.
Open in the app
A portal clients actually understand
Plain-language status, documents on demand, milestone progress. Cuts your “what's happening with my claim?” calls dramatically.
Open in the app
From first call to final invoice — automated
One claim flows through six stages without anyone copy-pasting between tools.
Intake
Smart form, peril logic
Auto-tasks
Workflow scaffolds itself
Deadlines
TDI business-day clock
Notifications
Team + client alerts
Settlement
Negotiate, document
Invoice
Branded, exported to QB
Built like infrastructure, not a side project
Role-based access
Five tiers from Super-Admin to Client. Granular permissions, audit-friendly.
Encrypted document storage
Every policy, photo, and estimate stored encrypted at rest. Access logged.
30-day deletion grace
Deleted accounts and claims are recoverable for 30 days. Mistakes happen.
Simple, per-firm pricing
14-day free trial. No credit card. Cancel anytime.
Solo
For independent adjusters running their own book.
Billed annually
- Up to 50 active claims
- AI policy analysis
- Texas compliance engine
- Email integration (1 mailbox)
- Client portal
Firm
For growing teams that need shared workflows.
Billed annually
- Unlimited claims
- Up to 10 team members
- Roles & permissions
- Invoicing + QuickBooks export
- Branded client portal
- Priority support
Enterprise
For multi-office firms with bespoke needs.
Billed annually
- Unlimited team members
- SSO + advanced audit logs
- Dedicated environment
- Custom integrations
- White-glove onboarding
Answers, before you ask
Run your claims practice like an ops team
Free for 14 days. No credit card. Built by people who've actually run a PA firm.