Insurance claim record
The customer, vehicle, carrier, adjuster and deductible on one record, with one of eight claim statuses written for collision repair.
The full Claimory product for collision repair shops, organized into ten categories. Each category page describes what its features do and states where a limit applies.
Every vehicle in the shop becomes a Claim Workspace, a single timeline where every photo, file, message, supplement, and dollar lives, accessible to every team member who needs it.
No credit card. Works with CCC ONE and Mitchell.
Every insurance claim on one record, from first notice of loss through final carrier payment. Pairs with CCC ONE and Mitchell.
The customer, vehicle, carrier, adjuster and deductible on one record, with one of eight claim statuses written for collision repair.
Search by claim number, customer or VIN, filter by status or carrier, and work each claim through its activity, files, tasks, financials, supplements, emails and Claim Audit tabs.
Import the exported estimate as a PDF, XML, EMS or CIECA file and review the parsed lines before they save to the claim. Audatex estimate PDFs are read the same way.
The claim's Financials tab shows total cost, received, pending, outstanding and profit over the claim's insurance, labor, parts and sublet entries.
Claimory AI reads the claim record before it answers. It drafts, reviews and suggests, and every send and every change waits for a person to approve it.
Loads the claim's notes, tasks, files, supplements, payments, costs and contacts before answering. Each user's conversations are saved to their account in that shop.
Reviews the estimate lines, photos and documents on one claim and lists what the estimate appears to be missing, with a dollar value and approval odds for each finding.
Claimory AI drafts adjuster and customer emails on an action card, and nothing sends until a person approves it.
Chat is unlimited on Professional and up. Claim Audits are counted, and the remaining balance shows in the Claimory AI drawer header and on the Billing page.
A no-login status page from a QR code or an emailed link, plus a free customer account with messages, uploads and payments.
The customer scans it, confirms their last name and claim number, and sees the claim status with no app and no password.
A free customer account adds a message thread with the shop and uploads of damage photos and documents that land on the claim.
Eight client stages, Checked In through Ready for Pickup, moving as the shop checks off each repair step on the claim.
The customer account's payment view shows the deductible and when it is due, and the customer can pay the shop's invoice where the shop takes card payments through Claimory.
Standard fee lines you switch on or off, custom charges, a branded invoice PDF filed on the claim, email to the adjuster or tow driver, and a Total Loss badge wherever the claim appears.
Storage, tow-in, vehicle release, administrative and other standard fees to switch on, with storage figured from the shop's daily rate and the days in storage.
Edit a rate on the invoice or add a custom charge with a taxable flag. Claimory has no saved per-carrier total loss templates today.
The send dialog pre-fills a message for the adjuster, a tow driver or any other address, one recipient per send, with the invoice PDF attached.
Shows in the claims list, on claim cards and in the claim header, so the bay sees it without opening the claim's financials.
Customer-pay work on its own board, separate from insurance claims. Quote it, convert it in one press, and track payments, costs and profit on the job.
An approved estimate shows a Convert button that opens the cash job with the quoted pricing carried across.
Log each payment as Cash, Check, Card, EFT or Other, and the job's Financials tab shows Total Cost, Received, Outstanding and Profit.
Projected profit is the quoted price minus the costs entered at the start. Realized profit is the money received minus the costs actually logged.
Collision, Detail, Wrap, Tint, Mechanical and Misc, so reporting shows each line of customer-pay work on its own.
Gmail and Outlook mailboxes, CCC ONE and Mitchell estimate import, Stripe billing and a read-only REST API. Customer texting through Telnyx is switched off today.
Connect the shop mailbox, and email that matches a claim by claim number, customer email or adjuster email files onto that claim's Emails tab.
Claimory texting on a shop's own number, set up through Telnyx, is switched off while carrier registration for business texting is completed.
Review the parsed lines beside the file before they land on the claim, and keep writing estimates where you already do. Audatex estimate PDFs are read the same way.
Plans are paid by card through Stripe, and a retried Stripe event is acknowledged without applying a plan change or payment twice.
Each user creates an API key on the Account page to list and read the shop's claims. Professional plan and above.
A customizable dashboard, a Financial Center with a P&L PDF, expense and payroll tracking, tax reports, carrier scorecards and an Export Center.
On Professional and up, each user adds, removes and reorders the dashboard's panels, and the layout is saved for that user in that shop.
A profit and loss statement for the selected period with PDF export, and tax reports on their own tab.
A cash flow chart, flags on expenses that break from their usual pattern, and recurring expense detection.
Claims, payments, financial summary, insurance scorecard and technician performance reports as PDF, Excel or CSV.
Postgres row-level security per shop, authenticator-app two-factor sign-in, an audit trail on claims, encrypted keys and mailbox tokens, and links that expire.
The database checks every query against the signed-in user's workspace, so a user in one shop cannot read another shop's rows.
Turn on TOTP two-factor authentication from Account settings to require a one-time code from your authenticator app at sign-in.
Each claim's creation, status changes and archive are recorded with who and when, and every approved Claimory AI action shows on the Tool Activity page.
A QR portal link lasts 30 days, an emailed customer invite 7 days, and a shared file link 24 hours, 7 days or 30 days.
Roles with owner-set permissions, email invitations, team chat, Task per Claim and one shared shop calendar, all inside your shop's workspace.
Org Admin, Manager, Estimator and Technician, with eight permissions the owner switches on or off for each role below Org Admin.
Conversations belong to the shop's workspace, so removing a member ends their access and the history stays with the shop.
Writes one task onto every active claim in a single action and skips any claim that already has that task open.
Parts inventory with reorder points, vendors, parts orders received into stock, a loaner fleet with signed rental agreements, and towing, on Professional and up.
Reorder points, barcode scanning and a low-stock view in the app, with each manual stock adjustment noted on the item with its reason and date.
Turn low-stock items into a parts order for a vendor, track it from Pending through Received, and receive it into stock.
Each loaner keeps its insurance, registration and service dates, a rental can link to a claim, and the customer signs the agreement on their phone.
Log each tow with pickup and drop-off details, link it to a claim or a cash job, and generate a tow invoice PDF.
Claimory is a claims management platform built for collision repair shops that handle insurance claims. It tracks every claim from first notice of loss through teardown, supplement submission, adjuster approval, repair, invoicing, and final payment in one timeline.
Claimory works alongside estimating tools like CCC ONE and Mitchell and does not replace them. Claimory AI reads the claim record to flag line items the estimate appears to be missing and drafts adjuster emails that a person approves before they send.
Plans start at $49.99 per month per location, with a 14-day free trial. No credit card required.
The Claimory features page groups every feature into ten categories: Claims Management, Claimory AI, Customer Portal, Total Loss, Cash Jobs, Integrations, Reporting, Security, Team & Collaboration and Operations. Each category links to its own page, which describes what each feature does and states where a limit applies.
Claimory customer texting is switched off for every shop while carrier registration for business texting (A2P 10DLC) is completed, and the Claimory workflow automation rule form on Professional and up does not run rules yet. The 14-day free trial shows the rest of the product as it works today.
No. Claimory works alongside the estimating system a shop already uses. Claimory imports an estimate exported from CCC ONE or Mitchell as a PDF, XML, EMS or CIECA file and reads an Audatex estimate PDF the same way, and the shop keeps writing estimates where it always has.
Claimory keeps each shop's data apart with Postgres row-level security, offers authenticator-app two-factor sign-in on every plan, and records each claim's creation, status changes and archive with who did it and when. Claimory stores its integration keys and each shop's connected mailbox tokens encrypted, and customer portal and file-share links expire.
No. Claimory AI proposes each action, such as a task, a status change, a supplement or an email, on an action card, and nothing runs until a person approves it. An approved email or text sends only once the workspace owner has turned on sending from Claimory AI in Settings, under AI. Each approved action is logged and shows on the workspace's Tool Activity page, and the remaining Claim Audit balance shows in the Claimory AI drawer header.
14-day free trial. No credit card. Keep your CCC ONE or Mitchell. You can be tracking your first supplement within minutes of signup.
No credit card. Works with CCC ONE and Mitchell.