It is built for roofing and restoration offices whose jobs are paid through an insurance claim. The claim screen holds the carrier, the policy number, the deductible and a separate hail and wind deductible, and supplement money has invoice types of its own.
CRM For Claims vs JobNimbus: a JobNimbus alternative built around the insurance claim
If most of your roofs are paid by a carrier, compare the two on the claim: the policy, the year you have from the date of loss, the supplement, the lender on the check and the rep's commission. This page puts those questions to CRM For Claims screen by screen, and prints our price at the team sizes JobNimbus sells its plans in.
CRM For Claims per month, at the user counts of the JobNimbus Essentials, Pro and Premium plans
3 peopleUp to 3 users
10 peopleUp to 10 users
19 peopleUp to 19 users
Enterprise, quoted for 15 users and more
- Essentials
- Professional
What JobNimbus says about itself
Two facts from JobNimbus's own pages, read on October 25, 2026, so you know what is being compared.
It calls itself the all-in-one app for roofing contractors, and lists insurance roofing as one example of a job type you can build a custom workflow for.
Source: JobNimbus features page
Its plans are Essentials for up to 3 users, Pro for up to 10, Premium for up to 19 and Enterprise for 20 and more, and each one says "Request pricing".
Source: JobNimbus pricing page
CRM For Claims starts from the other end. The insurance claim is a record of its own on every project, with the carrier, the policy and the money the carrier pays in parts, and the rest of the job hangs off it.
Six questions about an insurance roof, and the screen that answers each
Ask both vendors these on the demo, with one of your own claims open. Here is where each answer sits in CRM For Claims.
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Which carrier, policy and deductible is this roof?
ClaimThe claim screen holds the carrier, the policy number, the deductible and a separate hail and wind deductible.
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How long until the year from the date of loss runs out?
Project headerThe answer sits at the top of the project, and the section below this grid shows how it is counted.
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How much did the supplement add to the first approval?
IncomeSupplemental ACV, Supplemental Recoverable Depreciation and Supplemental PWI are invoice types of their own.
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Which lender has to endorse the check?
MortgageEach project has a Mortgage screen that holds the loan with its borrowers, notes and files.
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Is the rep owed anything yet?
ExpensesA rep’s commission is booked as Pending when the approved invoice is added.
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The adjuster read out a claim number. Whose job is it?
Header searchThe search box at the top finds a project by its claim number or its policy number, with dashes and spaces ignored.
The year from the date of loss, counted on every page of the job
From the date of loss saved on the claim, the CRM counts one year. On forty open roofs nobody has to work that date out by hand or keep it in a separate calendar.
Once fewer than 90 days remain, the top of each project page carries a warning with the number of days left and the date the year ends. The rest of the claim screen, field by field, is on the insurance claim tracking page.
Date of lossDay 275Day 365
Shown at the top of the project, example62 days left until 1 year from the date of loss
Approved, supplemented, paid: three numbers the office keeps apart
On an insurance roof the carrier approves a scope, adds to it after a supplement, and pays in checks that a lender may have to sign. Keeping those as one total is how money gets lost.
The first approval
Until the claim number is filled in, the invoice form offers only the retail types.
The supplement
Supplement money is invoiced under its own types, with a report of its own. See supplement tracking.
The check the lender holds
The lender is picked from your own list of mortgage companies on the Mortgage screen of the project. How the endorsement is followed is on loss draft tracking.
The commission follows the same money. Money marked Received on an invoice is what approves the commission booked from it, so a commission is never approved on a check that has not cleared. The rules for reps and referral partners are on commission tracking.
What a team pays, worked out at 3 and 10 people
The plan price covers the company account and the first admin. Each further user is $39 a month. Essentials is $59 a month and Professional is $99 a month. Every plan is month to month.
A three-person office on Professional
Professional, company account and first admin$99
Two more users2 x $39
Every month$177
A ten-person office on Professional
Professional, company account and first admin$99
Nine more users9 x $39
Every month$450
On Essentials the same offices pay $137 and $410. Invoicing and online payments are on Professional. A team of 15 or more gets an Enterprise quote, and the calculator for any other size is on the pricing page.
Take the same claim to both demos
Pick one roof that was paid late last season: a supplement that sat, a depreciation check after the work, a lender that wanted an inspection. Ask each vendor to show where that claim's policy, money and lender would live, and who sees the rep's share before the money clears.
Weighing AccuLynx as well? The same ground is covered in CRM For Claims vs AccuLynx. Thinking of a general CRM instead? Read what you would have to build in Salesforce or HubSpot.
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
On Professional, $99 for the company account and first admin plus nine users at $39, which is $450 a month. On Essentials it is $410. Every plan is month to month.
On its pricing page, read on October 25, 2026, each of its four plans says "Request pricing". Our prices are on our pricing page.
Yes. The search box at the top finds a project by its claim number or its policy number, with dashes and spaces ignored.
A rep's commission is booked as Pending when the approved invoice is added. Money marked Received on an invoice is what approves the commission booked from it.