Claims Management
The central nervous system for every claim in your book. Track, manage, and accelerate from FNOL to settlement.
Dashboard
Real-time command center with claim status overviews, pipeline metrics, deadline alerts, and team performance at a glance.
Claims List
Advanced filtering, sorting, and search across your entire claim inventory. Find any claim in seconds with smart search.
New Claim FNOL
Streamlined first notice of loss intake. Capture policyholder details, damage type, carrier info, and photos in one flow.
Claim Details + Timeline
Complete claim history with every action, communication, and milestone tracked on an interactive visual timeline.
Supplements Tracker
Track supplemental claims from submission to approval. Monitor amounts, status, and carrier response times.
Demand Pipeline
Visual pipeline showing every demand letter from draft to settlement. Track amounts, counteroffers, and negotiation stages.
Client Portal
Give policyholders 24/7 access to their claim status, documents, photos, and communication history. Full transparency.
Public Status Tracker
Shareable status pages that let clients check their claim progress anytime without needing to log in or call.
Intelligence & Insights
Proprietary AI and data-driven tools that give you an information advantage over every carrier.
Eve AI Assistant
Your AI-powered claims analyst. Eve reads policy language, identifies coverage triggers, suggests negotiation strategies, and drafts carrier correspondence in seconds.
Carrier Playbooks
Intelligence dossiers on every Florida carrier. Know their denial patterns, adjuster tactics, preferred vendors, and negotiation tendencies before you pick up the phone.
FL Code Reference
Instant access to every Florida building code, statute, and regulation relevant to property damage claims. Searchable, linked, and always current.
Industry Expert Network
Curated directory of engineers, roofers, mold specialists, and forensic experts. Find the right specialist for any claim type instantly.
Email DNA Analysis
AI-powered analysis of carrier emails to detect stall tactics, identify leverage points, and recommend optimal response strategies.
Estimating Tools
Build estimates that carriers cannot ignore. Xactimate-compatible, AI-assisted, and backed by 21,000+ line items.
ScopePilot Estimate Builder
Full-featured estimate builder that outputs Xactimate-compatible ESX files. Room-by-room scoping, line-item search, and automatic pricing from current databases.
AI Estimator
Upload photos and damage descriptions. AI generates an initial scope of loss with recommended line items, quantities, and pricing in minutes.
Smart Code Recommendations
AI suggests the most accurate Xactimate codes for your damage type, reducing missed items and ensuring nothing falls through the cracks.
Operations & Field
Everything your team needs to stay organized, hit deadlines, and operate at peak efficiency in the field.
Deadline Tracker (Recon)
Never miss a statutory deadline again. Automated alerts for Florida's 60-day acknowledgment, proof of loss, and carrier response windows.
Documents Hub
Centralized document management for policies, photos, estimates, correspondence, and reports. OCR-searchable and version-controlled.
Calendar
Integrated calendar with inspection scheduling, carrier meeting slots, deadline reminders, and team availability at a glance.
Team Communications
Built-in messaging for your adjusting team. Claim-specific threads, file sharing, and @mentions keep everyone aligned.
Contracts
Digital contract generation and e-signature. Auto-populate policyholder data, carrier info, and fee schedules. FL-compliant templates.
Voice Assistant
Dictate field notes, log inspections, and update claim status hands-free. AI transcribes, categorizes, and attaches notes to the right claim.
Gamification & Sales
Turn door-knocking into a competitive sport. Track, motivate, and reward your field team with gamified operations.
Harvest (Door-Knocking App)
GPS-tracked canvassing with route optimization, door status logging, and instant lead capture. Every knock counted, every lead tracked.
Battle Pass Challenges
Weekly and monthly challenges that reward top performers with XP, badges, and real incentives. Turn routine work into engaging competition.
Team Leaderboard
Live rankings across claims closed, revenue generated, doors knocked, and client satisfaction. Foster healthy competition across your team.
Territory Management
Map-based territory assignment and tracking. See coverage density, identify white space, and optimize canvassing routes by geography.
Incentive Tracking
Automated commission calculations, bonus tracking, and payout scheduling. Full transparency for your team on what they have earned and what is pending.
Training & Development
Build world-class adjusters from day one. Structured learning paths, compliance training, and continuous development.
Doctrine University
Full learning management system with structured courses on claims handling, negotiation tactics, Florida statutes, Xactimate mastery, and field operations.
Client Education Hub
Curated resources to help policyholders understand their rights, the claims process, and what to expect at every stage. Builds trust and reduces support calls.
Vision Board
Personal and team goal visualization. Track revenue targets, certification progress, and career milestones. Stay motivated with visible progress.