Built for Independent Adjusting Firms

ClaimCheck brings together everything you need to run your IA firm efficiently: from the moment a claim is assigned to the day you get paid. Each module works together seamlessly while remaining simple enough to learn in minutes.

Command Center

Dashboard

Your daily command center showing key metrics, AI-powered morning briefings, unbilled revenue alerts, and real-time team activity. Know exactly where your business stands the moment you log in.

Key Metrics at a Glance AI Morning Briefing Unbilled Revenue Tracking Aging Invoice Alerts
Total Claims
247
Active
34
Pending Invoices
8
This Month
$XX.Xk
Morning Briefing
3 claims need follow-up today
Core Workflow

Claims Management

The complete lifecycle of a claim from assignment to closure. Create claims, track status progression, log time and expenses, upload documents, and maintain a full activity audit trail.

Status Progression Tracking Time & Expense Logging Document Management Complete Audit Trail
Search claims...
+ New
CLM-2024-0089
Evergreen Indemnity
In Progress
CLM-2024-0088
Summit Assurance
Open
CLM-2024-0087
Harbor Shield
Closed
Revenue Engine

Billing & Invoicing

Automated fee calculations based on carrier-specific fee schedules. Generate professional invoices with one click, track payment status, and see aging reports that highlight overdue receivables.

Auto Fee Calculation Carrier Fee Schedules One-Click Invoicing Aging Reports
Invoice #INV-2024-0156
Paid
Evergreen Indemnity
Fee Schedule: Tier B
Base Fee $XXX.XX
Mileage (45 mi) $XX.XX
Total $X,XXX.XX
AI Assistant

Voice AI

Hands-free voice interface powered by advanced AI. Query claims, log time, add notes, and update status - all by speaking naturally. Perfect for field adjusters who need to work without touching a keyboard.

Natural Language Queries Multi-Turn Conversations Voice Time Entry Hands-Free Operation
Voice Assistant
Listening...
Show open claims for Evergreen
Found 3 open claims for Evergreen Indemnity. Would you like details?
Access Control

User Roles & Permissions

Tailored experiences for every team member. Administrators manage everything, office managers handle operations, and adjusters see only their assigned claims. Each role gets exactly what they need.

Administrator Access Office Manager View Adjuster-Only Claims Secure by Default
A
Administrator
Full system access
Full Access
O
Office Manager
Operations & billing
Operations
J
Adjuster
Assigned claims only
Field Work

Ready to See It in Action?

Try the early access preview and see how ClaimCheck transforms your workflow.