ClaimOps 360: Restoration Contractor CRM
ClaimOps 360 is a CRM and claims workflow platform for restoration contractors. It covers the project pipeline, supplements, estimates, automation, document storage, and a customer portal for homeowner visibility.
The product is designed to give restoration contractors cleaner project visibility and tighter Xactimate-aligned workflows from first notice of loss through closeout.
Who it is for
- Restoration contractors handling insurance work
- Project managers tracking claims from FNOL to closeout
- Owners who need pipeline visibility across the team
Problems it solves
- Claims tracked across spreadsheets, email threads, and whiteboards
- Supplements that slip because nobody owns the follow-up
- Customers asking for status updates the team cannot quickly answer
- Estimate revisions that get lost between field, office, and carrier
Key features
- Claims pipeline with stage tracking from intake to closeout
- Estimate and supplement tracking aligned to Xactimate workflows
- Document and photo storage tied to each claim
- Customer portal for homeowners to follow project progress
- Team task and assignment tracking
- Automations for routine claim status changes and reminders
How it works
- Intake a new claim and assign an owner
- Move the claim through pipeline stages as work progresses
- Attach estimates, supplements, photos, and documents to the claim
- Share progress with the homeowner through the customer portal
Use cases
- Residential restoration contractors handling insurance claims
- Roofing and exterior contractors with claim-heavy pipelines
- Multi-trade restoration firms coordinating subs and supplements
