Five tools, zero single source of truth
Xactimate for estimates, a shared Drive for docs, email for approvals, a spreadsheet for status, and a CRM that nobody updates. Your team is the integration layer.
Built for PA firms
Stop duct-taping five tools together. Run your firm on one OS.
The average PA firm cobbles together Xactimate, a spreadsheet, email, DocuSign, and a CRM — then wonders why claims slip through the cracks. claimOS replaces that stack with a single platform purpose-built for every phase of the claim lifecycle.
Pain points
Sound familiar?
If you're running a PA firm today, you're probably living with at least three of these every week.
Claims fall through the cracks
No centralized status view means a claim can stall for two weeks before anyone notices. By then the carrier deadline has passed.
Everything lives in someone's head
Tribal knowledge about how to handle each carrier, each adjuster type, each document format. When that person leaves, the knowledge walks out too.
Onboarding new adjusters takes weeks
A new hire has to shadow senior staff for weeks before they can touch a live file. You can't scale a firm that way.
The fix
Here's how claimOS fixes it
Every pain point maps directly to a claimOS module. No workarounds, no integrations required.
Without claimOS
Fragmented tools and no single claim record
With claimOS
One timeline per claim. Every document, note, photo, estimate, and communication lives on the claim — not in six different apps.
Without claimOS
Claims go quiet and miss deadlines
With claimOS
Automated status tracking and deadline alerts keep every file moving. Ops leads get a real-time queue view across the entire firm.
Without claimOS
Tribal knowledge blocks scaling
With claimOS
AI Copilot captures workflow patterns and guides new adjusters through the right steps — so institutional knowledge becomes a system, not a person.
Without claimOS
Onboarding takes weeks of shadowing
With claimOS
New team members are up and contributing in under 5 minutes. Guided intake flows handle the learning curve automatically.
Platform modules
The modules PA firms use most
Intake Command
Standardized intake forms capture every claim detail at first notice — property info, policyholder contact, loss type, and initial scope. Nothing slips through because the form forces completeness.
AI Copilot
Drafts demand letters, summarizes claim timelines, flags missing documentation, and suggests next steps — all trained on PA workflows specifically. Your adjusters spend time on judgment, not busywork.
Weather & Evidence Intel
Auto-attaches NOAA weather data to claims by date and coordinates. Field photos organized by claim and date. Everything the carrier needs, already assembled.
Assignment & Queue Management
See every active file, who owns it, and where it stands. Reassign claims without losing history. Built for firms of 1 to 50+ adjusters.
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 pageEvidence Management
Workflow page tailored to this audience's operational needs.
View workflow pageResponse Preparation
Workflow page tailored to this audience's operational needs.
View workflow pageFAQ
Common questions before you start
Does claimOS replace Xactimate?
claimOS handles everything around the estimate — intake, evidence, documentation, team coordination, and client communication. The estimate itself can be done in Xactimate and attached directly to the claim file inside claimOS.
How long does it take to get a firm set up?
Most firms have their first claim live within the same day. Full team onboarding typically takes less than a week. The guided setup flow handles the configuration.
Can claimOS support remote and field adjusters?
Yes. The mobile-first design means field adjusters can capture photos, update claim status, and communicate with the office from any device with a browser.
Is my client data secure?
claimOS is SOC 2 aligned with role-based access controls, audit logging, and data encrypted at rest and in transit. You control who sees what.
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 pageClaim workflow software
Validate the execution-visibility wedge that serious operators usually feel first.
Explore workflow pageSoftware comparisons
Use the compare hub to move from buyer framework into the vendor page that matches your current stack.
Open compare hubReady to see it in action?
See how PA firms run tighter operations with claimOS
Book a focused 30-minute walkthrough and we'll show you how claimOS maps to your current workflow — no pitch, just the product.