For owners
An owner of a claims business signs the checks, so the questions are about money and people: which jobs made a profit, what the team is owed, and whether anyone was paid on a claim the carrier never paid. CRM For Claims answers those from the same claims, invoices and expenses your team records every day.
The short version
An owner needs a claims CRM to answer four things without a spreadsheet: whether the company is profitable this period, which jobs and trades produced that profit, what each person is owed and when it becomes payable, and who on the team is doing the work. In CRM For Claims each answer is a screen that reads the claim records directly.
| The question | Where the answer is |
|---|---|
| Is the company making money this period? | The Master Report: contracts signed, carrier approvals, deposits and overhead paid for any period, with Previous and Next to compare it with the one before. |
| Which jobs, and which trades, actually earned? | The profitability report inside each project, and the Projects Profitability Report across completed projects. |
| What do I owe my team? | Payables: every approved, unpaid amount owed to one person across all projects, paid in one pass. |
| Did anyone get paid on money we never received? | Team commissions wait as Pending until the customer's payment on that invoice is received and cleared. |
| Who is working, and on what? | Session Activity on each user's record: actions and notes by day and by project, and the hours of the day they work. |
| Who can see the money? | Per-person permissions: every report and financial screen is granted one person at a time. |
Profit
A monthly total can look healthy while one trade loses money on every job. Each project therefore has its own profitability report that shows the job as a whole and trade by trade: the contracted amount, that trade’s own expenses, its share of general overhead, the profit and the margin. A roof that paid well and gutters that did not show up as two lines, not one average.
The full report list, and the date rule behind each figure, is on reporting and KPIs. If you are still deciding which figures to watch at all, five claims business metrics worth watching covers that without the software.
Commissions
On a claims business the expensive commission mistake is paying a rep on an approval that was later reduced, or on a check that bounced. The commission rules in CRM For Claims are built around that.
Each project has a team built from roles, with a commission percentage against each person, and the total cannot exceed 100%. When an approved invoice with a balance is added, the CRM books one commission expense per team member as a percentage of that invoice, marked Pending. It becomes Approved only when the customer’s payment on that invoice is received. A partial payment approves the same share of each commission and leaves the rest waiting.
A commission that has already been issued or paid blocks deleting the payment it came from, and the message names the rows. If a received payment is marked returned after commissions were paid, those payouts stay on the record and the person in your Account Payable role gets a task for each one, so the recovery is somebody’s job rather than a surprise at year end.
A referral partner named on the project can be paid a percentage of each invoice or a fixed amount once. Every approved commission opens a task for Account Payable, and the payout itself happens on the Payables screen, which is described on the claims CRM for office admins. How the percentages and roles are set up is on roles and permissions.
Your team
Every user record has a Session Activity screen, shown only to people you give that permission. Pick a period, from the current week to a custom range, and it shows the person’s actions and project notes by day, then by project, then by page. A second chart stacks the whole period into one 24-hour day, so you can see what hours somebody actually works. An action is a logged page visit or event such as opening a project, saving, editing or uploading.
For the day-to-day view of stalled claims and workloads, see the claims CRM for claim managers.
Control and cost
Every user holds one of three access levels, and only Admin controls company payment settings. Beyond that, each report and financial screen is a permission of its own, so a sales manager can see the sales reports without the balance sheets, and a rep can work a claim without seeing its margin. The reasoning behind that split is in who should see what in a claims CRM.
The company account and the first admin user are included in the plan, which starts at $59 a month, and each additional user is $39 a month on Essentials and Professional. Adjusters, carriers and homeowners are contacts on the claim, not paid seats. There is no annual contract. Both plans are on the pricing page.
Honest limits
For the rest of the product, see the features overview, and for how a claims-first system compares with the alternatives, the comparison page.
FAQ
Straight answers about who we serve, what we automate, and how to get started.
In CRM For Claims each project has a profitability report showing the job as a whole and trade by trade: contracted amount, the trade's own expenses, its share of general overhead, profit and margin. The Projects Profitability Report lists completed projects across a period.
A team commission is booked as Pending when an approved invoice with a balance is added, as a percentage of that invoice. It becomes Approved when the customer's payment on the invoice is received. A partial payment approves the same share of the commission.
The paid commissions stay on the record and are not changed. The person in the Account Payable role gets a task for each one, naming the invoice, the amount and the type, so the recovery is tracked.
Yes, with the Session Activity permission. Each user record shows their actions and project notes for a period you pick, broken down by day, project and page, plus a chart of the hours of the day they work.
Not in practice. Each account holds one live session, so a second sign-in with the same email logs the first one out. Each person needs their own user, which is $39 a month after the first admin user.
Yes. Reports are granted person by person, and a report a user has not been given does not appear in their list. Only the Admin level controls company payment settings.
