Appraisers
Carry more files without losing track of any of them.
- Pipeline view across every open claim
- Documents, photos and estimates on the file
- Invoice and collect without a second system
- Recovery rates by carrier and contractor
For appraisers, umpires, estimators & contractors
Claim management,
sorted.
Right now a single claim is probably living in seven different places. The Claim King brings all of it together — documents, deadlines and dollars on one record, from the first meeting with the client through the award and invoicing.
Set up in an afternoon30 days free
CK‑2291At umpire
4417 Kingsbury Ave, Tulsa OKDay 44
Contractor estimate$184,220
Insurance estimate$96,455
In dispute$87,765
14 documents2 tasks due6 contacts
The platform
Everything an appraisal firm runs on.
Most of the firms we have worked with hold a claim together with an inbox, a shared drive and a spreadsheet. Here's what replaces all three.
Claim files
Open a claim. Everything's there.
The homeowner, the carrier, both estimates, every lifecycle date, all fourteen documents and the open tasks — on one page. Pick a job role and the fields adapt to the work.
- The form fits the jobAppraisal, Umpire, Estimator and Contractor each get the right financial fields, milestones and expected documents.
- Pin the urgent onesA pinned file stays at the top of your list no matter how you have sorted it. Archive the rest and they drop out of your active lists, though nothing is ever deleted.
- Signed and datedEvery status change lands in the activity log with a timestamp and a name.
Financials & invoicing
Get paid faster, with less chasing.
Invoice, collect, pay out and expense — the whole financial life of a claim in one panel. Umpire files split the fee between insured and carrier and track each side on its own.
- Balances keep themselvesLog a payment and the outstanding balance recalculates on the spot.
- QuickBooks syncClosed and umpire files sync on a schedule, and you can pull invoice PDFs whenever you need them; all of it is included in Core.
- One answer to “who owes us?”Pending, invoiced, paid and overdue across every open claim in a single view.
Reports & insights
Walk into the call already knowing.
Thirteen report views come built in — workflow trends, dispute overview, carrier trends, contractor performance, appraiser insights, cycle metrics, invoice status, a tax summary for the accountant and a custom builder.
- Dispute overviewThe gap between contractor and insurance estimates across every live claim, with recovery rates.
- Carrier trendsSettlement percentages by insurer, exportable to CSV.
- Click any numberDrill from a chart straight into the claims behind it, then come back where you left off.
Where everything stands
Ten stages. Always know which one.
Every claim moves through the same ten stages, so you can always tell exactly where each one of them stands. At umpire and awaiting award are picked out in gold, because those are the two stages where the outcome of the file actually gets decided.
- New
- Pending carrier appraiser
- Inspection scheduled
- Inspection complete
- Negotiation
- At umpire
- Awaiting award
- Close & invoice
- Completed
- Cancelled
Who it's for
Built around how your role works.
The same claim looks different depending on which side of it you sit on. The fields, milestones and permissions change to match.
Umpires
Neutral files, clean records, and a fee split that adds up.
- Umpire fee split 50/50 between insured and carrier
- Each side's collections tracked separately
- Award milestones and submission dates
- Timestamped audit trail on every change
Contractors
A portal that shows the jobs they are working on for you, and nothing else.
- Only the jobs assigned to you or submitted by you
- Submit new job requests for approval
- Upload documents straight to the file
- Dedicated dashboard and onboarding flow
Estimators
Write the estimate, track the file, get paid for it.
- Milestones from file assigned to estimate delivered
- Estimator payments tracked separately from appraisal fees
- Invoice estimator work on its own terms
- Documents and photos attached to the claim
Claim King Connect
Work with other firms without leaving the file.
Connect links your company with the appraisers, umpires, estimators and contractors you work with. Send an assignment and a mirror job appears on their side — then shared fields stay in sync both ways.
- Bidirectional syncStatus, contacts, financials and dates flow both directions. Internal notes reach the counterpart file.
- Inbox and SentAccept, progress, complete or decline what you receive. Track and cancel what you send.
- No duplicate contactsSync to Directory previews every contact as new, updated or already present before anything is written.
Your company
CK‑2291 · StatusAt umpire
Award amount$142,900
Inspection dateMar 14
Internal note2m ago
Both ways
Connected firm
UMP‑0884 · StatusAt umpire
Award amount$142,900
Inspection dateMar 14
Internal note2m ago
AI tools
Ask your claim files a question.
Three tools that read through your claim files so you do not have to. None of them are live yet, so what follows is what we are building rather than anything you can use today.
- Estimate comparison — coming soonUpload two estimates and get line items matched, with scope and price gaps flagged for review.
- Xactimate rebuilder — coming soonRebuild and standardize an estimate so it lines up with what the carrier is reading.
- Job Assistant — coming soonAsk a question about a claim and get an answer drawn from that file's own records. Will be included in Core at no extra cost.
AI toolsComing soon
Integrations
Works with what you already use.
QB
QuickBooks Online
Invoices out, payments back, on a schedule.
XM
Xactimate
Coming soonReading exports for comparison and rebuilding, once the estimate tools land.
GGoogle
Single sign-on for your whole team.
S
Stripe
Subscription billing and the customer portal.
Security & control
Your claim data stays yours.
Claim files hold homeowner details, carrier correspondence and settlement figures, so access is controlled at every level.
Role-based access
Owners, company admins, employees and contractors each see only what their role permits — down to individual areas of the product.
Per-company isolation
Every record is scoped to your company. Connected firms see only the specific assignments you send them.
Full audit trail
Activity and access logs record every edit, so you can always show exactly what happened on a file and when.
Export any time
Your claims and contacts export to CSV whenever you want them. No lock-in, no export fee.
Included
In every account.
No feature tiers, and no per-assignment fees.
Calendar & scheduling
Inspections, deadlines and appointments across the whole team.
Time tracking
Billable hours per claim, rolled into a summary report.
Tasks & auto rules
Create tasks automatically when a claim field changes.
Job map
Every claim plotted on a map, so you can plan a route around the ones you need to visit.
Contact directory
Homeowners, adjusters, appraisers, contractors and insurers.
Import & export
Bring claims in from a spreadsheet, export any filtered list to CSV.
Notifications
In-app and email alerts for the changes that matter to you.
Templates
Reusable email and report layouts with claim variables filled in.
Questions
Before you start.
How long does setup take?
Setup is built to be done in an afternoon. Onboarding walks you through your company profile, file settings and team invitations, and if your claims live in a spreadsheet today, the import tool brings them in.
Can I bring my existing claim files over?
Yes. Import claims from a CSV and export any filtered list back out at any time. Contacts import the same way, with a preview showing which records are new and which already exist so you don't create duplicates.
What's the difference between the roles?
An owner manages billing and can grant ownership to others. Company admins manage users, claims and settings. Employees see the claims and tasks assigned to them. Contractors get a self-service portal limited to their own jobs. Permissions can be tuned per person, per area.
Do I need the add-ons?
Not to get started. Claim King Core is complete on its own, and QuickBooks sync is included in it. Connect matters if you send or receive assignments from other firms, and the packs matter once you outgrow the 5 employee or 10 client portal accounts Core includes.
Get started
Your next claim can start sorted.
Thirty days free. Bring one file over this afternoon and see how it feels.