The command center for modern claims practices
Intake, AI policy analysis, Texas compliance, integrated email, invoicing, and a white-labeled client portal — engineered into one operating system for public adjusters.
Built for Texas public adjusters · TDI-compliant · SOC-aware infrastructure
Welcome back
Dashboard
47
active claims
12
assigned to you
184
clients
23
pending tasks
6
tasks due today
2
overdue
- 72%
Ramirez · HO-3
State Farm · Negotiation
- 88%
Patel Commercial
Travelers · Settlement
- 41%
Nguyen · Wind
Allstate · Pre-Litigation
- 55%
Brooks Roofing
Chubb · Reconstruction
Here are some things you can do:
- Add a new Lead or Prospect
- Add a new Insurance Company
- View a list of open claims
- View claims with recent activity
TDI deadline met
19 milestones · auto-tracked
Trusted by independent adjusting firms across Texas
A purpose-built stack for claims operators
Six modules. Zero spreadsheets. Built from the ground up for the way public adjusters actually work.
Unified claim intake
Residential or commercial, fire to wind — smart logic auto-generates the right workflow tasks.
AI policy analysis
Upload a policy PDF. Get pitfalls, limits A–D, and peril deductibles in seconds.
Texas compliance engine
19 pre-populated TDI milestones tracking business days automatically — never miss a deadline.
Integrated email + contacts
Sync claim correspondence. AI matches inbound emails to the right claim, every time.
Financials & invoicing
Branded invoices, payment tracking, and .IIF exports straight into QuickBooks.
Client portal
Clients see status, documents, and milestones — and nothing else. White-labeled for your firm.
Designed for the way you actually run claims
Every claim, fully assembled
Policy limits, peril, milestones, documents, financials — one screen. Texas compliance milestones tick forward automatically as deadlines move.
Open in the app
A claims pipeline, not a spreadsheet
Filter, sort, and triage 50 or 5,000 claims. Status, assignee, carrier, reserve — at a glance, across every device.
Open in the app
Email that knows which claim it belongs to
Connect Gmail or Microsoft 365. AI matches inbound mail to the right claim with confidence scoring. No more lost threads.
Open in the app
A portal clients actually understand
Plain-language status, documents on demand, milestone progress. Cuts your “what's happening with my claim?” calls dramatically.
Open in the app
From first call to final invoice — automated
One claim flows through six stages without anyone copy-pasting between tools.
Intake
Smart form, peril logic
Auto-tasks
Workflow scaffolds itself
Deadlines
TDI business-day clock
Notifications
Team + client alerts
Settlement
Negotiate, document
Invoice
Branded, exported to QB
Built like infrastructure, not a side project
Role-based access
Five tiers from Super-Admin to Client. Granular permissions, audit-friendly.
Encrypted document storage
Every policy, photo, and estimate stored encrypted at rest. Access logged.
30-day deletion grace
Deleted accounts and claims are recoverable for 30 days. Mistakes happen.
Pricing built around your firm
We don't do self-checkout. Every engagement includes the platform, hands-on setup, training, and ongoing support. We build a quote around your team size, claim volume, and the work required to get you running like an ops team.
Most firms are live in under a week. A 14-day trial is available once we understand your workflow.
- Full platform access (claims, contacts, email, documents, financials)
- AI policy analysis & Texas compliance engine
- Branded client portal
- White-glove setup & data migration
- Training for your team
- Ongoing support during your first year
Let's talk numbers
Tell us about your firm and we'll reply with a tailored proposal — usually within one business day.
Email us directly
support@claimsopshq.comPrefer to chat?
Open the app and send a message from any screen.
No hidden fees. Cancel with 30 days' notice.
Answers, before you ask
Run your claims practice like an ops team
Free for 14 days. No credit card. Built by people who've actually run a PA firm.