Claims Management Software for Public Adjusters
Track claims from first notice to settlement — with AI document generation, property enrichment, and transparent per-seat pricing.
Starting at $49/user/month (annual). 14-day free trial.
Grow faster
Manage every step of the claims process in one place
AdjustCRM is the most intuitive and easy to use claims management software on the market. We provide a modern UI and powerful AI automations to save time and give you unprecedented visibility into your public adjusting business.
- Upload Files
Upload documents, photos, and videos directly associated with the the claim. Our intelligent AI will process and tag file contents to make them easily searchable.
- Claim Lifecycle Management
From signup to close, we provide a seamless experience for managing every part of the claim lifecycle. Easily share updates with clients and track progress.
- Modern UI that Actually Looks Good
We provide a clean, modern interface that is easy to use and navigate. Unlike other platforms, we focus on simplicity and ease of use with a UI that isn't from the 90's
Pricing
Simple per-seat pricing
All features included. No hidden fees. Pay per seat — adjusters, associates, and office managers all included.
AdjustCRM
Everything you need to manage claims, contacts, coverages, and documents.
Your card won’t be charged until your trial ends. Cancel anytime.
- Unlimited claims
- Contact management
- Coverage tracking
- Document storage & uploads
- Form templates
- Storm alerts
- Client portal
- Email support
Pay-as-you-go add-ons
- E-Signature—$2 per envelope
Send documents for signature. You pay only when a signer is notified.
- Claim Data Enrichment—$2 per lookup
Enrich any claim address with owner details, contact info, and property data.
- AI Tools—$25/month per team
Policy OCR, demand letters, narrative generation, and reply suggestions.
Questions?
Frequently asked questions
- How does AdjustCRM help me track claims?
Track every claim from first notice of loss through settlement in one dashboard. See open claims, deadlines, carrier correspondence, and financial status at a glance — no spreadsheets, no scattered files.
- How do I keep track of deadlines across multiple claims?
AdjustCRM tracks proof-of-loss deadlines, carrier response windows, and custom milestones for every open claim. You'll see upcoming deadlines on your dashboard so nothing slips through the cracks.
- Can AdjustCRM replace my spreadsheets?
Yes — that's exactly what it's built for. Import your existing claim data via CSV, and you'll have a searchable, filterable system within minutes. Most adjusters tell us they stopped using spreadsheets within the first week.
- How does the client portal work?
Every claim gets a secure portal link you can share with your policyholder. They can check claim status, view documents, and see progress updates — which means fewer "what's happening with my claim?" phone calls.
- What are storm alerts and how do they work?
AdjustCRM connects to AdjustLeads to deliver real-time storm and property damage alerts for your service area. Know about incidents before your phone rings so you can respond faster than the competition.
- What does Claim Data Enrichment do?
Enter any claim address and instantly get property owner details, contact information, and property data. It eliminates the manual research step — the data you need is one click away, right inside the claim.
- Can I use AdjustCRM with a team of adjusters?
Absolutely. Add team members with role-based permissions, assign claims to specific adjusters, and track everyone's workload from one dashboard. Task assignments and audit trails keep accountability clear as you scale.
- Do I need to install anything?
No. AdjustCRM is a web application that works in any browser — desktop, tablet, or phone. There's nothing to install, no app to download, and no IT setup required.
- Do you offer a free trial?
Yes! Every subscription comes with a free 14-day trial so you can try AdjustCRM risk-free before committing.
- How does per-seat pricing work?
You pay per user on your team. Monthly is $65/user/month. Annual billing saves 25% at $49/user/month ($588/year). All features are included for every seat.
- How do I cancel?
You can cancel anytime from your billing page. Click "Manage Billing" to access the Stripe customer portal where you can cancel or update your payment method.