

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.