Multi-tenant property claim collaboration
StagesChange orders

Every claim.
One room.

Carriers, adjusters, contractors, and homeowners work the same claim in one place: stages, site visits, change orders, documents, and messages.Role-scoped by default, so every participant sees exactly what they should.

See how it works
4
Roles on one claim
4
Tracked claim stages
100%
Uploads malware-scanned

Who it is for

One claim, four points of view

Visibility is shaped by tenant membership, role, participant status, and contractor org scope, so nobody has to manage access by hand.

Operate

Carrier teams.

Track active claims, escalations, cancellations, and NPS across the program, and invite adjusters and contractor orgs from one admin surface.

Assess

Adjusters.

Move claims through planning, in progress, punch list, and completed, with open issues and pending change orders surfaced as warnings before a stage change.

Repair

Contractors.

Propose visits, raise change orders, and resolve punch-list issues. Contractor staff stay scoped to their own assigned work, with financial fields hidden.

Follow

Homeowners.

Share availability for site visits, follow progress, invite household members, and answer a single completed-claim survey when the work is done.

What is inside

Everything a claim needs.
Nothing it doesn’t.

No email threads, no lost photo attachments, no spreadsheet of approved budgets. Every decision lands on the claim it belongs to.

Claim stages.

Planning, in progress, punch list, and completed, with an explicit acknowledgement step for non-blocking warnings before the stage moves.

Visits and schedule.

Propose standard or urgent visits against homeowner availability windows and blocked ranges, then mark them complete from the claim.

Change orders and budget.

Approve or decline scope changes against the approved budget, deductible, and homeowner responsibility, with money handled as exact decimals.

Docs and photos.

Uploads stay quarantined until the malware scan and derivatives finish, and are then served through short-lived, role-scoped URLs.

Shared messages.

One threaded record visible to active claim participants, so the homeowner, adjuster, and contractor read the same history.

Issues and escalation.

Open, looks-resolved, and closed issues stay scoped to the people who own them, and high-severity items escalate to the carrier team.

How it works

From first notice to closed claim

A single path everyone can follow, with the access boundary enforced by the platform rather than by convention.

  1. 01

    Open the claim.

    The carrier creates the claim under its tenant, assigns an adjuster, and onboards the contractor org handling the work.

  2. 02

    Bring in the participants.

    Adjusters, contractor PMs, and homeowners join through scoped invitations and magic links. No shared logins, no forwarded credentials.

  3. 03

    Do the work in one place.

    Schedule visits, upload photos, raise change orders, and resolve issues on the claim record instead of across email and text threads.

  4. 04

    Close it and learn from it.

    Complete the punch list, close the claim, and collect a token-backed NPS response that rolls up into carrier analytics.

Put your next claim in the workspace

Bring your carrier team, adjusters, contractors, and homeowners onto one claim record.

Talk to us

Documentation