The CRM built for
public adjusters
Every claim. Every adjuster. One place.
Built for public adjusters. ClaimCompass keeps every claim, document and deadline in one place.
No card needed·Every feature included·Free migration
Product screens show sample data.
- Policy review
- Claim file
- Client portal
- Estimate compare
- Ask the claim
- Today view
- Deadlines
- Carrier email
- Weather on the date of loss
- Free migration
Built for public adjusters
Bring your roofer, contractor and attorney onto the claim. Claim invitations are coming soon.
Public adjusters
Every claim from first call to final check, on one board.
See how it works for public adjusters
One claim. One file. Everyone on the same page.
Most claims have four or five companies on them, and none of them see the same thing. ClaimCompass gives every claim one shared file.
Invite who's on the job. Claim invitations are coming soon.
Everyone sees their part. Nothing is shared until you share it.
One checklist. A document counts once, no matter who uploaded it.
The homeowner sees one clear status, not five companies talking.
Everything a claim needs. Nothing it doesn't.
Know the policy before the carrier quotes it.
Upload the policy and get a plain-language summary with page references for the limits, exclusions and duties that matter. You review it before anyone else sees it.
Every claim, from policy to paid, on one file.
Stage, deadlines, documents, carrier email and activity live together, so anyone on your team can see where it stands and what's next.
Clients stop calling for updates.
Each insured gets a free portal that shows where the claim stands. Post an update and they get it by email, then upload what you need from their phone.
See every line the carrier left out.
Put the carrier's estimate next to yours, line by line. The gaps are totaled for you, ready for a supplement or dispute letter you approve.
Ask the claim anything.
Get answers from the claim's own documents, with the pages they came from, then turn the answer into a draft in one step.
And the essentials, built in.
No modules to buy and nothing locked behind an upgrade. Every plan has every feature.
Today view
What's due, what's next and nothing else, the moment you log in.
Tasks and deadlines
Every task and carrier deadline tied to its claim, with reminders.
Team calendar
Inspections, re-inspections and appointments for the whole firm.
Documents and photos
Upload from any phone, organized by claim, downloaded in one zip.
Carrier email
Every claim gets its own address, so forwarded carrier mail files itself.
Contacts
Clients, carriers, desk adjusters and contractors, linked to their claims.
Leads
Track a new loss from the first call to the signed contract.
Weather
Wind, hail and rain recorded near the property on the date of loss.
Try it on your next claim.
14 days, every feature, no card.
From policy to paid,
in four steps.
- 01
Open the file
Start the claim from the first call. Upload the policy and the key terms come back with page numbers.
- 02
Inspect and estimate
Photos, scope, weather and your estimate attach to the claim. Your client sees each step in their portal.
- 03
Negotiate
Compare the carrier's estimate with yours, line by line, and send the supplement you approve.
- 04
Get paid
Settlement, payments and your fee, tracked to the end. The whole story stays on one file.
Built for the work between the storm and the check.
“I built ClaimCompass because I was tired of watching claim information live in emails, folders, spreadsheets and someone's memory. Adjusters do complicated work. Our software shouldn't make it feel more complicated.”Benji Licht · Adjuster and founder
Take the claim with the file already built.
The whole file on day one
Policy, photos, estimates, carrier letters and every email, already on the claim.
Matter tracking
Presuit notice to trial: stage, case number, court, judge and a dated timeline.
Statutory deadlines
Florida §627.70131 and §627.70132 dates, each with its citation.
Free for counsel
Join the claims an adjuster refers to you at no cost.
Not a spreadsheet. Not a sales CRM.
Spreadsheets and generic CRMs can be bent into a claims tracker. ClaimCompass starts as one.
| Feature |  ClaimCompass | Spreadsheets | Generic CRMs |
|---|---|---|---|
| Built around the claim file, policy to paid | Manual | Custom setup | |
| Policy summary with page references | — | — | |
| Free client portal with stage and uploads | — | Add-on | |
| Carrier vs. your estimate, line by line | Manual | — | |
| Answers from the claim's own documents | — | — | |
| Deadlines and carrier follow-ups in one Today view | Manual | Partial | |
| Built inside a working public adjusting firm | — | — |
Simple pricing. Every feature, every plan.
A $24 a month firm fee, then a price per person. Plans differ only in how much AI your firm uses. Clients and outside partners are always free.
a month
Every feature, with AI for everyday drafting and summaries.
- 75 AI actions a month per person
- Every feature included
- Unlimited claims and documents
- Free client portal
- Bring your own AI bot
a month
For firms that lean on AI for letters, policy reviews, and documents.
- 200 AI actions a month per person
- Everything in Core
- Built for daily letters and reviews
- Unlimited claims and documents
- No per-claim fees
a month
For high-volume teams running AI on every file, every day.
- 500 AI actions a month per person
- Everything in Core
- For AI on every claim file
- Unlimited claims and documents
- No per-claim fees
14-day free trial, no card
$6 less per person from your 11th
Annual: pay 10 months, get 12
Each person gets their own AI; unused seats and packs form a shared top-up. At the limit only AI pauses, unless you choose to buy more. The first 50 firms get 20% off for 24 months. See full pricing
Who is ClaimCompass for?
Public adjusting firms, from a solo adjuster to large teams, and the property insurance attorneys they work with. Everyone at the firm works from the same claim files, and clients, vendors, contractors, attorneys, appraisers and engineers join the claims they work on for free.
How does the free trial work?
You get 14 days with every feature and no card. Add a card before it ends and nothing changes. If you don't, your workspace becomes read-only for 30 days and then locks. Your claims and documents are kept.
Can I see it before I sign up?
Yes. Book a 20-minute walkthrough or watch the 3-minute demo.
What does the policy review pull out?
A plain-language summary of the limits, deductibles, exclusions and duties that matter, each with the page it came from. You approve the summary before anyone else sees it.
How do clients get updates?
Each insured gets a free portal login that shows where the claim stands. When you post an update they get an email, and they can upload what you ask for from their phone.
How is pricing worked out?
A $24 a month firm fee, then a price per person: Core $25, AI Plus $35, AI Max $50. From your 11th person each costs $6 less. There are no per-claim fees.
Can you move our data?
Yes. Import a CSV or Excel export from PACMAN, ClaimWizard or a spreadsheet yourself, or send us the export and we migrate your claims, contacts and documents for free, usually in under a week.
Is my data secure?
Files are stored encrypted, every teammate and outside party gets only the access their role allows, and an audit log records who changed what. More on security.
Why not just use an AI chatbot?
A chatbot doesn't know your claim. ClaimCompass answers from the claim's own documents with the pages it used, keeps the result on the file next to its deadlines and contacts, and sends nothing to a carrier or client until you approve it.
