Pricing
Pick a plan, count the people who sign in, and that is the bill. The base price includes your company account and your first admin. Each person you add is $39 a month on Essentials or Professional.
How many people will sign in?
Essentials
$137/month
$59 + 2 × $39
Professional
$177/month
$99 + 2 × $39
At 15 people or more, ask about Enterprise volume pricing before you sign up.
Essentials and Professional are self-serve: you choose one at sign-up and pay by card. Enterprise is set up with us.
For new PA license holders and solo operators getting their first claims off spreadsheets — affordable from day one.
$59/month
Company account + first admin user included
+ $39/mo per additional user
Full automation, messaging, and documents — for offices ready to run every claim stage in one system.
$99/month
Company account + first admin user included
+ $39/mo per additional user
Multi-team setups, advanced workflows, and hands-on configuration for larger restoration operations.
Custom
Volume pricing for 15+ users
Custom onboarding & configuration included
The sum, done for you
A solo public adjuster on Essentials pays $59. Add an office manager and it is $98. The arithmetic does not change as you grow: one base price, then $39 for each extra login.
When a second person starts handling files, look at Professional: it is the plan with stage automation and tasks and with invoicing built on the insurance estimate.
| People | Essentials | Professional |
|---|---|---|
| 1 person | $59 | $99 |
| 2 people | $98 | $138 |
| 3 people | $137 | $177 |
| 5 people | $215 | $255 |
| 8 people | $332 | $372 |
| 12 people | $488 | $528 |
What counts as a user
The plan price covers the company account and one user, the first admin.
Every active user who can sign in beyond that first one is a paid seat. What each person can see once they are in is a separate question, set by user roles and permissions, and it does not change the price.
When you deactivate a user, that seat comes off and the credit lands on the next invoice.
Filled circle: the admin, inside the base price.
Blue ring: an active user, $39 a month.
Dashed: a deactivated user, no charge.
The bill, day by day
Pricing pages rarely say this part, and it is what you need to know before you give a card to software you have not used yet.
Sign-up takes three screens: your company, your first admin user, then the plan and the payment. The page on what a new account starts with covers what is waiting for you after that.
A new seat is charged the moment you add the user, for the days left in the current billing period. If that charge is declined, the user is not created and the unpaid charge is voided, so you never owe money for a login that does not exist.
You can upgrade or downgrade from the billing page in Settings, and a switch in the middle of a month is prorated. The same page holds the card on file and lists your past invoices, each with its PDF.
Cancelling keeps your access until the end of the period you already paid for. Until that date you can keep the subscription active again.
Everyone keeps working for 7 days after a failed payment. After that only the company administrator can sign in, and only to the billing page, so the person who can pay is never locked out. Nothing is deleted while access is paused, and everyone is back in as soon as the payment goes through.
Comparing quotes
When you compare claims and restoration software, the seat price is only one line. These are the pricing models you will run into, and what each one does to your real monthly total.
The base price covers three users, and you buy more one at a time. Fine when you have three people, and you pay for three when you have one.
Field staff and office staff pay different seat prices, often with a monthly minimum on top. You need to know who gets which seat before you can add it up.
Reporting or automation is sold as a separate monthly package. The seat price looks low until the package you actually need is added.
No number on the site. You book a call to learn the cost, and the price depends on how the call goes.
CRM For Claims uses none of these. There is one seat type, no minimum beyond the base plan, and nothing sold as a separate monthly package on top of Essentials or Professional. If you are still deciding whether you need a claims CRM at all, the comparison with general roofing CRM software is the place to start.
We will recommend a plan on the call and show it with demo data. Nobody asks you to sign while we talk.
