ClaimCheck provides tailored experiences for each role in your organization, from adjusters in the field to office managers and administrators.
Every user sees exactly what they need - no more, no less. This ensures data security, reduces complexity, and allows each team member to focus on their specific responsibilities.
These roles define what users within your organization can see and do.
Business owners and IT administrators with complete control over the organization's ClaimCheck instance.
Day-to-day operations managers like Dana who handle claims, billing, and team coordination.
Field adjusters like Taylor who handle inspections, documentation, and claim processing.
Adjusters with limited rate options, typically newer team members or contractors.
Administrative staff handling data entry and basic claim processing tasks.
Stakeholders who need visibility but shouldn't make changes, such as accountants or external partners.
See how different roles use ClaimCheck throughout their workday.
20+ years in the adjusting industry
5 years experience, property inspections
Founded the firm 15 years ago
Quick reference for what each role can access.
| Feature | Admin | Office Mgr | Adjuster | Clerical | Read Only |
|---|---|---|---|---|---|
| View All Claims | ✓ | ✓ | Own Only | ✓ | ✓ |
| Create Claims | ✓ | ✓ | — | ✓ | — |
| Log Time & Expenses | ✓ | ✓ | ✓ | — | — |
| Generate Invoices | ✓ | ✓ | — | — | — |
| Manage Carriers | ✓ | ✓ | — | — | — |
| Manage Users | ✓ | — | — | — | — |
| View Analytics | ✓ | — | — | — | — |
| Organization Settings | ✓ | — | — | — | — |
Whether you're a small team or a large operation, ClaimCheck adapts to how you work.
Your firm's data is completely private and protected. No one else can ever access your information.
Your organization's name and settings throughout. ClaimCheck feels like your own system.
Start small and scale up. Add users, claims, and carriers as your business expands.
You've seen the complete ClaimCheck experience. Let's discuss how it can transform your operations.