Stage automation
Move claims forward with workflows that create tasks, send messages, and update status when your team takes action.
Claims CRM for roofing & restoration
The CRM built for companies that live in insurance claims
From first notice to final payment — automate workflows, documents, SMS, e-signatures, and invoicing in one system designed for restoration teams.
- Stage automation
- Insurance-ready documents
- SMS & e-sign included
Documents on the claim
Generate, send, sign, and store insurance-ready files — linked to the project, not scattered in email.
SMS & email in one place
Message customers and log every conversation on the claim so nothing falls through the cracks.
Intake to payment
Track the full claim lifecycle with invoicing and online payments tied to the right job.
Used by restoration teams including
Features
Built for every stage of the claim
Workflow automation, documents, customer communication, and billing — connected on every project.
Claims & Workflow
Automate the claim — not just the to-do list
Custom stages mirror how your office actually handles restoration work. When a document is signed, a payment lands, or a status changes, the next step can run automatically.
Learn more → Documents & E-SignInsurance documents without the chase
Send contracts, estimates, and representation letters for signature. Signed files save back to the claim and can kick off the next workflow step.
Learn more → CommunicationTalk to customers without leaving the CRM
Send reminders, updates, and approvals by SMS or email — all logged under the customer and project.
Learn more → FinanceInvoice, collect, and reconcile on the claim
Create professional invoices, accept online payments, and see what is paid — without spreadsheets beside your CRM.
Learn more →Why us
Why teams choose CRM For Claims
Honest strengths — automation, documents, and claim visibility — without pretending to be everything to everyone.
Claims-first, not sales-first
Built around insurance restoration workflows — stages, documents, and follow-ups that match how claim jobs actually move.
Automation you can configure
Define what happens at each stage: tasks, messages, and status changes — so your team spends less time on repeat work.
One system for the office and the field
Cloud-based access with project history, files, communication, and billing in a single claim view.
Practical support
We set up around your process. Talk to us directly — not a ticket queue for every question.
Comparing options? See how we differ from general roofing CRM platforms.
Testimonials
What teams say about working in the system
Real feedback from companies using CRM For Claims today.
Stage automation cut down the manual follow-ups we used to do on every claim. Tasks and messages fire when the job moves — our team always knows what is next.
Having documents, signatures, and customer messages on the same claim changed how we work. We are not digging through email to find what was sent or signed.
Everything for a claim lives in one place — status, files, communication, and invoices. That visibility alone made the switch worth it for our office.
See the product on a real claim workflow
Watch a walkthrough of stage automation, document signing, customer messaging, and invoicing — then book time with us if you want a demo tailored to your office.
- No fake metrics — just the features you will actually use
- Live Q&A with someone who knows restoration workflows
- Setup guidance based on how your team works today
Getting started
How it works
A straightforward path from demo to running claims in the system.
Book a demo
We walk through your current claim process and show where automation, documents, and messaging fit.
Configure your stages
Set up pipelines, templates, and automations around how your team already handles restoration jobs.
Run live claims
Your team works claims in the CRM while tasks, messages, and documents move with each stage.
Close out & get paid
Invoice, collect payment, and keep a complete record on the claim from intake to final payment.
FAQ
Frequently asked questions
Straight answers about who we serve, what we automate, and how to get started.
Roofing, restoration, and claims-driven contractors who manage insurance jobs from first notice through documents, communication, and final payment — not generic sales pipelines alone.
Many roofing platforms focus on sales and production. CRM For Claims is built around the claim lifecycle: custom stages, automated follow-ups, insurance documents, customer portal access, and invoicing tied to each project.
Stage-based workflows can create tasks, send SMS and email templates, move projects forward when documents are signed or payments arrive, and reduce manual status updates across your team.
Yes. Send documents for signature, store files on the claim, and track every sending in the Documents Hub — built for restoration and insurance workflows, including templates your team already uses.
SMS and email can be sent and logged on the project. Customers can also use the portal to stay informed without chasing your office for updates.
Simple monthly plans starting at $59/month — the base price includes your company account and first admin user. Each additional teammate is $39/month. No contracts, cancel anytime. See the Pricing page for details.
Most teams start with core workflows and grow from there. We configure around how you already handle claims rather than forcing a one-size-fits-all process.