claimOSThe claims intelligence platform
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Platform overview

Every claim operation,
one connected system.

claimOS replaces the disconnected stack with 12 integrated modules built around a single live claim record. Intake to settlement, every step stays connected.

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12

Integrated modules

1

Claim record, every module

0

Tools to switch between

100%

Purpose-built for PAs

The architecture

One claim record. Every module writes to it.

No syncing. No integrations. No data living in separate tools. Every capability on the platform reads from and writes to the same live claim file — the way PA firms actually think about their work.

  • Zero integrations to maintainNo Zapier, no middleware, no data sync jobs.
  • Zero data driftOne record. Every module reads the same version.
  • Copilot reads everythingBecause every module writes to one file, AI answers are grounded in the full claim.
  • Encrypted end-to-endAES-256 at rest · TLS 1.3 in transit
  • SOC 2 in progressActive audit · full report at /security
  • Your data stays yoursExport claims, docs + photos as CSV/PDF anytime
Read our security approach →

One record per claim

Every module writes to the same file. No sync, no re-entry, no drift.

AI inside the workflow

AI Copilot reads the actual claim—summaries, letters, and triage grounded in real evidence.

Purpose-built for PAs

Not a CRM bolted onto claims. Built from scratch for the way public adjusters actually work.

All 12 modules

Built for every stage of the claim lifecycle.

Every module works independently, but the real power is in how they connect. One platform means one claim record — no re-entry, no context loss, no tool-switching.

Claims

Open a claim in under two minutes

  • Guided intake turns a new loss into a structured claim file before the first inspection
  • Every file, photo, letter, and deadline lives on one live record—no email threads, no shared drives
  • Everyone sees who owns the claim and what’s next at a glance

AI Copilot

An adjuster who reads the whole file

  • Summarize a claim’s full history in one paragraph before a carrier call
  • Ask Copilot anything about the claim and get cited answers grounded in your evidence
  • Flag scope gaps and underpaid line items the second a carrier estimate hits

Weather Intel

Court-ready evidence from day one

  • NOAA, NEXRAD, SPC, and six other federal sources pulled and matched to property + date of loss automatically
  • Every storm claim gets defensible weather evidence attached in seconds, not days of research
  • Defend every denial with federal data your carrier can’t wave off

Documents

Every file findable in seconds

  • Upload once—Copilot auto-labels, categorizes, and indexes every photo and document
  • Assemble carrier-ready packages from merge-field templates—no copy-paste
  • Version history on every letter and template so nothing goes out uncontrolled

E-Sign

Signatures without a DocuSign subscription

  • Send, track, and collect signatures inside the claim—no separate login
  • Signed documents land back on the claim record automatically
  • Audit trail with timestamps, IP, and device—carrier-defensible

Client Portal

Clients stop calling for updates

  • Policyholders see live claim status, next steps, and requested documents without picking up the phone
  • Clients upload photos and docs directly into the claim—no email attachments, no missed files
  • Branded to your firm. Unlimited client logins. Zero seat cost.

Team

No claim ever falls through the cracks

  • One shared queue shows who owns every active claim and what’s stuck
  • Route work by role, region, or loss type—no manual assignment
  • Cover a teammate in seconds—no “where’s that file?” conversations

Estimates

Challenge carrier estimates with evidence

  • Import Xactimate and Symbility estimates in one click
  • Compare scope line-by-line: your bid vs. the carrier’s
  • Copilot flags missing rooms, underpaid items, and coverage gaps automatically

Reporting

Leadership visibility without a weekly meeting

  • Live dashboards for settlement velocity, backlog, and team throughput
  • Zero pivot tables—no “give me a minute to update the spreadsheet”
  • See trends across the whole portfolio, not one claim at a time

Letters

Demand letters in minutes, not hours

  • Copilot drafts demand letters, NOIs, and rebuttals grounded in your actual claim file
  • Your firm’s voice and templates—not generic copy
  • Review-and-approve workflow so nothing goes out to a carrier unvetted

Scheduling

Inspections tied to the claim, not a separate calendar

  • Book inspections, follow-ups, and deadlines directly from the claim record
  • Crew + adjuster assignment lives in the same place as the claim—no double entry
  • Two-way sync with Google Calendar and Outlook

Leads

Every inquiry turns into a claim—or gets learned from

  • Capture leads from your website, field visits, or referral sources in one place
  • Convert a lead to an active claim in one click—no re-entry
  • See which channels bring the cases worth winning

How it all connects

Modules that talk to each other.

Because every module shares the same claim record, workflows that span multiple tools happen automatically. Here are four common patterns your team will run from day one.

Storm → Settlement

Weather Intel
Claims
Documents
E-Sign
Client Portal

Storm data triggers intake, evidence is captured, documents are generated and signed, and the client is kept informed—all from one connected workflow.

Intake → Estimate Review

Leads
Claims
AI Copilot
Estimates
Letters

A lead converts to a claim, AI summarizes the file, the estimate is reviewed and challenged, and a demand letter is drafted—without leaving the platform.

Team Ops & Reporting

Team
Scheduling
Claims
Reporting

Assignments, field visits, and claim progress flow into a single reporting view—giving leadership real-time visibility into every active file.

Field Capture → File Ready

Claims
Weather Intel
AI Copilot
Documents
E-Sign

Field data lands in the claim, weather is correlated automatically, AI triages evidence, documents are built, and the package is ready for carrier submission.

See it live

Ready to run your claims on one system?

Book a focused demo mapped to your team size, current stack, and claim volume. Or start a free trial and explore the platform at your own pace.

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