CRM For Claims

Show rating breakdown
2 reviews
  • 1 profiles
  • 1 categories
Average star rating
5.0
Serving customers since
2025

Profile Name

Star Rating

2
0
0
0
0

CRM For Claims Reviews

Review Filters
Profile Name
Star Rating
2
0
0
0
0
Damir M.
DM
Damir M.
Pool ContractorSmall-Business (50 or fewer emp.)
10/28/2026
Validated Reviewer
Verified Current User
Review source: Organic

Easy to Use with Built-In Signature Feature

How easy it is to use. And the thing is that I cancelled Docusign because this cram has signature fiture
Vlad S.
VS
Vlad S.
OwnerSmall-Business (50 or fewer emp.)
10/27/2026
Validated Reviewer
Review source: Organic

Convenient, Easy-to-Use CRM for Claims

I like the convenience of CRM For Claims. It’s well made, easy, and comfortable to use. It helps me with difficult problems I can’t solve by myself, and I use it to help customers, fill out information about customers and clients, and add photos about different projects.

About

Contact

HQ Location:
Lincolnshire, US

Social

What is CRM For Claims?

CRM For Claims is a CRM for companies that work on insurance claims: public adjusting firms, roofing contractors on insurance work and restoration companies. It follows each claim from the first lead to the final payment. Claims move through stages you set up for your own office. Each stage can create a task, send an SMS or an email and change the status on its own, so the next step does not wait for someone to remember it. Every claim starts with 34 document folders. Contracts and representation letters go out for e-signature from the Documents Hub, and signed files are saved back to the claim. Inspections are booked onto your Google Calendar from inside the claim. Invoices carry the insurance side of the job, such as Actual Cash Value (ACV) or Recoverable Depreciation, and every payment is applied against them. Reports include a Master Report, project profitability, payables and payment history. Commissions, mortgage lenders, storms and CompanyCam projects are tracked on the same claim. Plans: Essentials $59 a month, Professional $99 a month, $39 a month for each added user. Month to month, no setup fee. Based in Lincolnshire, Illinois. Book a demo at crmforclaims.com or call (312) 715-8977.

Details

Year Founded
2025