Enter the storm once on the Loss Dates screen with its type, date, time and hail size. On each claim, pick that storm in the Date Of Loss field. Every claim from the same storm then carries the same date.
Storm date of loss tracking: one record for each hail or wind event, and every claim it hit
A hailstorm on a Tuesday evening can turn into forty claims by Friday, and every one of them needs the same date of loss. In CRM For Claims you enter the storm once, on the Loss Dates screen, and each claim picks it from a list. The list also tells you how many days each storm has left of its year.
| Type Of Loss | Storm Date | Days Until Expiration | Status |
|---|---|---|---|
| Hail and Wind | (8) August 21, 2026 |
296 days
|
Active |
| Hail and Wind | (6) June 12, 2026 |
226 days
|
Active |
| Wind | (4) April 03, 2026 |
156 days
|
Active |
| Hail and Wind | (9) September 02, 2025 | Expired | Inactive |
Why the storm is entered once instead of on every claim
Typed by hand on each file, one storm comes out as June 12, 6/12, the 11th by someone who heard about it late, and a time nobody wrote down. Then the office cannot say which claims came from it, and the adjuster gets a different hail size from each salesperson.
Here the storm is its own record. Every claim that picks it shows the same date and the same hail size, and the storm keeps a list of those claims.
Storm record
Hail and Wind, June 12, 2026
- Time
- 6:40 PM
- Maximum hail
- 1.75 in
- Maximum wind
- 58 m/hr
- Area of impact
- 4 cities
Claim ARoof and gutters, carrier inspection next week
Claim BRoof and siding, claim number just saved
Claim CRoof only, in appraisal
Claim DSiding, signed yesterday
What goes on the storm record
Adding a storm opens a form with three tabs: General Information, Area Of Impact and Files. These are its fields, with the tag the form itself shows.
Type Of LossrequiredThe choices are Hail and Wind, Wind, Water, Accidental Damage, Ice Damming, Fire/Smoke, or Other with your own words.
Date of the stormrequiredThe month, the day and the year are each picked from a list.
Time of the stormrequiredThe time is picked as an hour, a minute and AM or PM.
Maximum Size of Hail (inch)required for hailFor a Hail and Wind storm the hail size becomes a required field.
Maximum Wind Speed (m/hr)optionalThe wind speed field accepts digits and a decimal point only.
Storm NoteoptionalThe note is a single line of text, handy for the source you checked or what the crews saw.
Area Of ImpactoptionalThe cities come from your own city list, and you can find them by name or by ZIP code.
FilesoptionalThe Files tab takes maps, reports and photos of the storm itself.
A new storm starts as Active. Storm files sit on the storm, so a hail map you pulled once is there for every claim it covers; documents of one homeowner still go into that claim's own folders, described on claim document management.
Picking the date of loss on a claim
The choice is made on the project's Claim screen, in the Date Of Loss field, and it takes three moves.
The type of loss narrows the list
Choose Hail / Wind or Wind on the claim and the Date Of Loss list offers Hail and Wind and Wind storms only, newest first. A water claim sees water dates.
A storm that is not there yet is added from the claim
Add New Date of Loss sits next to the field and opens the same storm form, so nobody leaves the claim. The details of the storm you pick show under the field.
Each project keeps its own hour
The Date of Loss tab of the claim asks for the hour the storm added to this project happened at. One house can be hit at 6:40 and the next street at 6:55.
The rest of the claim, from the policy to the adjusters, is on insurance claim tracking for contractors.
A storm's year, and what changes on screen along the way
Many policies give a year from the date of loss to report a claim; yours may give more or less. The CRM counts 365 days from the storm and shows the count in three places, so the date is never only in someone's memory.
Day 0The storm goes on Loss Dates with 365 days left.
Day 120The bar on each Claim screen changes colour.
Day 260The same bar changes colour a second time.
Day 275Every page of the project now shows how many days are left until one year from the date of loss.
Day 365Project pages say the claim expired on that date.
On the Loss Dates list the count is the Days Until Expiration column. When a storm older than a year is opened, its status turns to Inactive by itself, and an inactive storm reads Expired in that column. The list opens with the newest storm on top.
From the storm back to every claim it hit
A week after a storm the question turns around: which of our claims came from it. Open the storm and go to its Used In tab. Each project whose claim was saved with this date of loss is listed with its number and name, and the name opens the project.
The Loss Dates list itself filters by status and by type of loss, and its search finds a storm by type or by any part of its date.
Which page the link opens. If you have an open task on that project, the link goes to its tasks. If not, it goes to its files.
General InformationArea Of ImpactFilesUsed In
Projects (Claims - PA Contract)
| # | Project Name |
|---|---|
| 2214 | Example project, Oak Avenue |
| 2219 | Example project, Birch Court |
| 2231 | Example project, Elm Street |
For roofers, the rest of storm work is on the CRM page for roofing contractors.
Who may add, change or delete a storm
The storm list feeds every claim, so each action on it is a separate permission, given per person.
View PageOpen the Loss Dates list
View LogsRead who added or changed a storm
Add StormCreate a new date of loss
Edit StormChange a saved storm
Delete StormRemove one
The Logs section under the list records each added and edited storm with the user and the time. A salesperson can pick storms on claims without being allowed to create them. How permissions work across the CRM is on user roles and permissions.
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
Yes. Open the storm on Loss Dates and go to its Used In tab. It lists every project whose claim was saved with that date of loss, with a link to each.
Yes. The Loss Dates list shows the days left for each storm, the Claim screen shows a bar, and every page of the project shows a warning once 90 days or fewer remain. Your policy decides the real deadline.
Yes. The storm record has Maximum Size of Hail in inches and Maximum Wind Speed in miles per hour. Hail size is required for a Hail and Wind storm.
Yes. The storm record has a Files tab for maps, reports and photos of the storm, kept apart from the folders of each claim.