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ClaimFlow (Task & Notes): ClaimFlow is claims management software for public adjusters, automating follow-ups and tracking claims from FNOL to settlement. Pricing: from $97/mo. (data verified August 2026)
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ClaimFlow is an all-in-one claims management platform built specifically for public adjusters. It replaces spreadsheets and scattered communication by organizing every claim into a visual pipeline—from first notice of loss (FNOL) to settlement. With automated follow-ups, centralized document storage, and a mobile app, ClaimFlow helps adjusters track, automate, and close property damage claims faster.
Without dedicated software, adjusters juggle photos from text, email, and WhatsApp, struggle to find key documents, forget to follow up with carriers, and lose track of claims in spreadsheets. ClaimFlow solves these problems by attaching every photo and document to the claim record, sending automatic follow-ups on days 3, 7, and 14, and providing a visual pipeline that shows which claims need attention. Policyholders receive automatic SMS updates, reducing phone calls, and an integrated calendar allows self-booking for inspections.
ClaimFlow is ideal for licensed public adjusters in the United States who handle property damage claims—whether they are newly licensed, established practitioners, or part of multi-adjuster firms. It is also suitable for independent adjuster (IA) teams and growing operations. It is not designed for general insurance claims management beyond property damage, nor for individuals who only need basic invoice or task tracking.
Imagine you have 30+ open claims in a spreadsheet. With ClaimFlow, you open the dashboard and immediately see which claims are stalled, which need document collection, and which are ready for negotiation. Automation handles follow-ups with carriers and policyholders, saving you over 10 hours per week. For a multi-adjuster firm, the Agency plan adds team performance tracking, claim assignment, and workload balancing, ensuring nothing falls through the cracks.
Editorial score from our review methodology — not user ratings.
ClaimFlow pricing: from $97/mo.
For newly licensed public adjusters or those with a smaller caseload. Includes visual claims pipeline (up to 25 active claims), basic SMS & email follow-up sequences, 1 online FNOL intake form, claims document storage (up to 5 GB), inspection calendar with self-booking, mobile app (iOS + Android), two-way SMS & email messaging, basic claims reporting, and email support (24hr response).
Most popular for established public adjusters. Everything in Starter, plus unlimited active claims, advanced automation workflows (multi-step sequences), policyholder self-service portal, unlimited branded intake forms, unlimited document storage, full reporting dashboard with revenue tracking, self-booking inspection calendar with reminders, branded SMS & email (your company name), and priority email & chat support.
For multi-adjuster firms, IA teams, and growing operations. Everything in Professional, plus multi-user access (up to 10 seats), team performance tracking & leaderboards, claim assignment & workload balancing, custom automation sequences (unlimited), advanced analytics & revenue reporting by adjuster, white-label client portal (your brand, your domain), API access & integrations, dedicated account manager, and priority phone, email & chat support.
All plans include a 14-day free trial with full access, no credit card required. Custom Enterprise plans are available for large firms and TPAs.
Don’t take our word for it — ask your AI about ClaimFlow