CRM For Claims vs AccuLynx, for roofers paid by the insurance carrier
AccuLynx sells a roofing business suite in two plans, Pro and Elite. CRM For Claims is a CRM built around the insurance claim: the policy, the carrier's checks, the lender who endorses them and the commission that waits for the money. The table puts the insurance tools AccuLynx lists on its plan page next to the way CRM For Claims handles each one.
The AccuLynx column comes from its own plan options page, read on October 14, 2026.
The claim is a record of its own, with the policy on it
In CRM For Claims the claim screen holds the policy number, the claim number and the date of loss, the deductible and a separate hail and wind deductible, and whether the policy pays replacement cost.
It also records the cosmetic damage exclusion, the roof surface exclusion, ordinance and law coverage with its limit, and the field adjuster and the inside adjuster as contacts. When the scope comes back short, the person reading the file sees the exclusion that explains it without opening the PDF.
A storm is entered once with its type of loss and the largest hail, and every claim from that storm points to it. How claims move from there is on the claims pipeline page.
- Date of loss
- Jun 18
- Type of loss
- Hail
- Replacement cost policy
- Yes
- Deductible
- $1,500
- Hail and wind deductible
- 2%
- Cosmetic damage exclusion
- Yes
- Ordinance and law limit
- $12,000
- Field adjuster
- Contact linked
The labels are the product's. The values are made up for this page.
One carrier payment, followed until the commission is paid
On an insurance roof the money arrives in parts, and some of it waits on a lender. An invoice in CRM For Claims gets a type from the insurance side, so the first check and the depreciation never blur into one number. Here is a $20,000 approved claim as an example.
| What happens | Amount | Where it lives in CRM For Claims |
|---|---|---|
| The carrier's first check | $14,000 | An invoice of the type Actual Cash Value (ACV). |
| The check names the mortgage company | $14,000 | The loan sits on the Mortgage screen of the claim with its borrowers, notes and files. |
| Depreciation released after the work | $6,000 | An invoice of the type Recoverable Depreciation (RC). |
| The adjuster approves more after a supplement | $2,400 | Its own type, Supplemental ACV or Supplemental Recoverable Depreciation, so supplement money is counted apart. |
| The sales rep's 8% on the first invoice | $1,120 | Booked Pending when the approved invoice is added, and approved only when a payment is marked Received. |
The amounts and the 8% are an example. The lender side has its own page on loss draft tracking, and the rules for reps and referrals are on commission tracking.
The price is on the site, so the sum comes before the call
The price covers the company account and the first admin. Each further user is $39 a month. Invoicing and online payments are in Professional at $99; Enterprise is quoted for 15 users and more.
Every plan and the team-size calculator are on the pricing page.
Bring your slow claims to the demo
Claims software is easiest to judge with your own late jobs. Before the call, pull the last ten insurance roofs that were paid late and write down where each one waited.
- The adjuster, or a supplement that sat for weeks.
- The depreciation check after the work was done.
- A mortgage company that wanted an inspection before it endorsed.
- A rep asking about commission on money that had not cleared.
Each of these has a place on the claim in CRM For Claims, so the demo follows your cases instead of a script. Still running claims in a sheet? Read what a claims CRM does that a spreadsheet cannot. Weighing Salesforce or HubSpot? See what you would have to build in a general CRM.