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About ClaimFlow
What is ClaimFlow?
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.
Why public adjusters need it
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.
Who it's for
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.
Real-world use cases
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.
Key features
- Visual Claims Pipeline — Track every claim from FNOL to settlement in a Kanban-style board that shows what needs action.
- Automated Follow-Ups — Set multi-step SMS and email sequences that trigger automatically at day 3, 7, 14, and beyond to keep claims moving.
- Mobile App (iOS + Android) — Access claims, documents, and communications on the go, perfect for field inspections.
- Document Management — Store all photos, estimates, and policy documents in one place, attached to the claim record, so you never lose a file.
- Policyholder Self-Service Portal — Let clients book inspections, receive updates, and access documents automatically (Professional and Agency plans).
- Reporting Dashboard — See active claims, average cycle time, settlement amounts, and revenue at a glance.
- Integration with Major Insurance Carriers — Manage claims against State Farm, Allstate, Liberty Mutual, Citizens, USAA, Farmers, Nationwide, and Travelers.
SaaSpartout Score
7.3
/10
Editorial score from our review methodology — not user ratings.
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ClaimFlow Pricing
ClaimFlow pricing: from $97/mo.
For comparison: the median starting price in Task & Notes is $8.17/month, measured across 20 tools we track. See the full SaaS Pricing Index →
Starter — $97/month
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).
Professional — $197/month
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.
Agency — $497/month
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.
Frequently asked questions
What is ClaimFlow?
ClaimFlow is a claims management software platform designed specifically for public adjusters. It helps track claims from first notice of loss (FNOL) to settlement, automates follow-ups, and organizes documents in one place.
How much does ClaimFlow cost?
ClaimFlow has three main plans: Starter at $97/month, Professional at $197/month, and Agency at $497/month. All plans come with a 14-day free trial. There are no long-term contracts or setup fees.
Is there a free trial or free plan?
ClaimFlow offers a 14-day free trial with full access to all features, and no credit card is required. There is no permanently free plan.
Who is ClaimFlow best for?
ClaimFlow is best for licensed public adjusters in the United States who handle property damage claims, whether they are solo practitioners, established adjusters, or multi-adjuster firms. It is also suitable for IA teams and TPAs with larger needs.
What are the top alternatives to ClaimFlow?
Alternatives to ClaimFlow include XactAnalysis, ClaimsPro, and other claims management or adjuster-specific software. However, ClaimFlow's focus on automation and public adjuster workflow makes it a unique choice.
Does ClaimFlow integrate with insurance carriers?
ClaimFlow allows you to manage claims against major insurance carriers like State Farm, Allstate, Liberty Mutual, Citizens, USAA, Farmers, Nationwide, and Travelers. It does not directly connect to carrier systems but facilitates tracking and communication.
