Built for independent adjusters

You wear every hat. claimOS handles the busywork.

As an independent adjuster, you're the intake coordinator, the field tech, the doc manager, the billing department, and the follow-up team — all at once. claimOS gives you a complete operating system that doesn't require an admin team to run. Get started in under 5 minutes, work from anywhere, and let AI handle the parts that shouldn't require your judgment.

Pain points

Running solo means no safety net

Independent adjusters don't have the support staff a firm does. These are the friction points that eat into the hours that should go toward billable work.

Wearing every hat means something always drops

You're mid-inspection and the email inbox is filling up, the follow-up from last week's claim needs a response, and a new referral just came in. Without a system, the hat you're not wearing drops something.

Desktop-first tools don't work in the field

Most claim management software assumes you're sitting at a desk. You're not — you're on a roof, in a crawl space, or in your truck between stops. The tools have to work where you work.

Documentation takes as long as the inspection itself

Writing up the inspection report, drafting the demand letter, formatting the evidence package — all administrative work that shouldn't take as long as it does.

Pipeline visibility is a mental model, not a system

You know roughly what's in progress and what's coming up — but that knowledge lives in your head. When you're busy, the things that need follow-up get lost.

The fix

How claimOS works for solo and small-team IAs

Built lightweight enough for one person, powerful enough to handle a growing book of business.

Without claimOS

No admin support to catch what drops

With claimOS

Automated reminders, structured claim workflows, and AI-assisted follow-ups mean the system catches what you'd otherwise miss. You don't need an assistant if your tools do the tracking.

Without claimOS

Desktop tools that fail in the field

With claimOS

claimOS is mobile-first by design. Photo capture, field notes, status updates, and client communication work on any phone — even with spotty connectivity.

Without claimOS

Documentation that takes too long to produce

With claimOS

AI Copilot drafts your inspection summary, demand letter, and timeline from your field notes and uploaded photos. Review, adjust, send — not write from scratch.

Without claimOS

Pipeline living only in your head

With claimOS

A live pipeline view shows every active claim, its current stage, next action, and upcoming deadlines. You can see your whole book in 30 seconds.

Platform modules

Your complete toolset, starting at zero overhead

AI

AI Copilot

Drafts demand letters, inspection summaries, and follow-up emails from your field notes. The more context you give it, the less you have to write. Most IAs save 2–4 hours per claim on documentation.

Mobile

Mobile-First Field Tools

Photo capture with automatic GPS tagging and claim attachment. Voice-to-text field notes. Offline mode that syncs when you're back in range. Built for how IAs actually work.

Pipeline

Claim Pipeline & Follow-Up

See every active claim, stage, and next action in one view. Set follow-up reminders, track carrier response timelines, and never lose a claim to a missed deadline.

Clients

Client Communication Portal

Give policyholders a portal to track claim progress and upload their own documentation. Reduces inbound calls and makes you look like a firm even when you're a team of one.

Recommended workflows

Start with the highest-leverage workflow improvements

Need team-size implementation variants? Open playbooks.

Intake Command

Workflow page tailored to this audience's operational needs.

View workflow page

Evidence Management

Workflow page tailored to this audience's operational needs.

View workflow page

Response Preparation

Workflow page tailored to this audience's operational needs.

View workflow page

FAQ

Common questions before you start

Is claimOS too complex for a solo adjuster?

It's designed specifically not to be. The solo workflow path is one of the three core use cases the product is built around. You start with just a claim pipeline and add modules as you need them.

Can I use claimOS on my phone while doing inspections?

Yes. The mobile interface handles photo capture, field notes, and claim status updates. It's designed for one-hand use in the field and works offline with auto-sync.

What does the AI Copilot actually write for me?

Demand letters, inspection summaries, timeline narratives, follow-up emails, and documentation checklists. It uses your field notes, photos, and claim data as inputs. You review and send — you don't start from a blank page.

Can I upgrade to a firm plan if I start adding team members?

Yes. claimOS scales from solo to multi-adjuster firms. Add seats, set permissions, and share pipeline visibility as your team grows — no migration required.

Related audiences

See how other claim-response teams use claimOS

Plan your rollout

Follow the commercial path that supports the public-adjuster wedge.

Start with the category, validate the workflow, then compare before rollout.

Public adjuster software

Start with the main commercial category page built for the core buyer wedge.

Open category page

Claim workflow software

Validate the execution-visibility wedge that serious operators usually feel first.

Explore workflow page

Software comparisons

Use the compare hub to move from buyer framework into the vendor page that matches your current stack.

Open compare hub

Ready to see it in action?

Start for free — be working a real claim in under 5 minutes

No credit card required to start. Import your active claims, set up your pipeline, and see the AI Copilot in action on a real file.