Waypoint Claims
Who signs in / Independent adjusting firms

Take the assignment, run the file, get paid for it

Many client accounts under one organization, catastrophe deployments, adjuster rosters and licensing, bordereaux in and out, and invoicing to clients — with every client’s claims walled from every other client’s.

Two portals cover the whole business: the Waypoint Center for handling the files, and the Claims Portal for the roster, licenses, events, bordereaux and fee invoices.

Walk your own month How it works
The question this answers
Where does an adjusting firm actually lose money?
Between work performed and work billed. Claims get handled, adjusters get deployed, fee structures get agreed — and at month end somebody reconstructs what happened from spreadsheets. In Waypoint the event carries the invoicing structure, so the fee invoice is calculated from it and tracked from submission to payment.

The firm’s operating loop

Assignment to invoice
Assignments Arrive
Carrier spreadsheets through Bulk FNOL Upload, notices through the intake forms, emails, calls, texts and partner systems. One inventory regardless of route.
Each Client Has Its Own Letterhead
Every client account carries its own logo, header and signature block, so letters on Acme’s claims go out on Acme’s letterhead.
Assignment Respects Licensing
When you switch automatic assignment on, only adjusters licensed in the loss state and holding the right line of authority are candidates.
Events Carry The Fee Structure
Who is deployed where, the ZIPs they cover, their limits, and the invoicing structure — component, hourly, flat, time and expense, workers’ comp or casualty.
The Invoice Follows The Work
Fee invoices are calculated from the event’s structure and move through approved, paid or void, with adjuster pay and margin shown.
What carriers ask you

Due diligence lands on you too

A carrier appointing a firm asks the same security and audit questions its own regulator asks it. Being able to answer quickly is a competitive advantage in appointment conversations.

How Is Our Data Separated From Other Carriers’?
A client wall inside your organization, as well as the organization wall
Who Touched This Claim?
The audit log, and an assignment history that cannot be changed
Are Your Adjusters Licensed?
Licensing with lapse counts, nightly verification where you hold it, and the Claim Licence Gate
Did You Meet The Service Levels?
The SLA Dashboard: first contact, reserve set and acknowledgement by adjuster
Can We Have A Bordereau?
Built in our layout, generated per period, emailed on a set day
Where we are honest

What this does not solve

The platform removes structural leakage. It does not win you appointments or staff your desks.

Capacity Is Still People
Automatic assignment allocates the adjusters you have. A genuine shortfall remains a shortfall.
Each Carrier Layout Is A Template
Each carrier’s bordereau layout is built once as a template. Real work, scoped honestly.
Fee Terms Are Yours
We carry the invoicing structure you agreed. We do not advise on what it should be.

Read next

Claims Portal Roster, licensing, events, bordereaux and invoicing. Catastrophe What happens when volume arrives at once. Waypoint Center The handling surface your adjusters live in.

Bring last month’s invoice run

And the spreadsheet behind it. We will set up one event with your fee structure and show you the invoices it produces.

Book a walkthrough Back to the overview