Every Feature. One Platform.

Everything contractors, adjusters, and policyholders need to manage insurance claims — from intake to closure.

Claims Management

End-to-end claims lifecycle — from intake to closure. Track status, stages, assignments, and timeline for every claim. Bulk operations for power users.

  • Claim intake forms
  • Stage tracking
  • Bulk assign / stage / delete
  • Claim scoring & quality metrics
  • Timeline & activity log

AI Claims Intelligence

Machine learning that reads your claims and summarizes them, suggests next actions, drafts estimates, and flags risk — so your team makes better decisions faster.

  • AI claim summaries
  • Suggested actions
  • Draft estimate generation
  • Deal quality scoring
  • AI model configuration

Project Management

Track active projects, phases, crew assignments, schedules, and materials procurement. One dashboard for every job site.

  • Active project tracking
  • Phase management
  • Crew assignments
  • Schedule & dispatch
  • Materials procurement

Evidence & Documents

Blockchain-anchored evidence that can't be tampered with. Mobile photo upload, GPS tagging, weather data, and automatic cataloging.

  • Photo & document upload
  • GPS-tagged field evidence
  • Weather data integration
  • Blockchain anchoring
  • Evidence review workflow

Estimates & Invoicing

Built-in estimate builder with line items, approval workflows, PDF generation, and invoice tracking. No more copy-pasting from spreadsheets.

  • Estimate builder
  • Line item management
  • PDF generation
  • E-sign approval
  • Invoice tracking

Messaging & Collaboration

Real-time messaging between contractors, adjusters, and policyholders. Threaded conversations, read receipts, and file attachments.

  • Real-time messaging
  • Role-based channels
  • File attachments
  • Read receipts
  • Unread count & notifications

Workflow Automation

Set rules once, automate forever. Assignment rules, follow-up scheduling, SMS automation, and triggered actions based on claim events.

  • Assignment rules engine
  • Automated follow-ups
  • SMS send & fallback
  • Push notifications
  • Automation logs

Integrations

Connect your existing tools. Google Workspace, Office 365, email sync, calendar sync, weather APIs, supply chain pricing, and Spotio lead import.

  • Google OAuth (email, calendar, contacts)
  • Office 365 integration
  • Weather API (forecast, historical, current)
  • ABC Supply & QXO pricing
  • Spotio lead import

Reporting & Analytics

Pipeline stats, conversion rates, rep performance, source tracking, funnel analysis, and custom scheduled reports — delivered to your inbox.

  • Pipeline dashboard
  • Conversion analytics
  • Rep performance
  • Source tracking
  • Custom report builder

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