Who we help / Independent adjusting firms
Take the assignment, run the file, get paid for it
Carrier assignments land in one inventory. The file carries reserves, payments, diary and documents. The deployment carries the fee structure that produces the invoice.
Two portals cover the whole business: Claims for handling, Operations for bordereaux, roster, deployments and invoicing.
Walk your own monthWhere 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. The gap that reconstruction misses is pure margin.
Assignment to invoice
The firm’s operating loop
- 01
Assignments arrive
Carrier feeds through bulk intake, notices through the four FNOL doors, documents through inbound email. One inventory regardless of route.
- 02
Assignment respects licensing
Auto-assignment at creation filters on license state, so a claim never goes to an adjuster who cannot work it.
- 03
Deployments carry the fee structure
Who is on which engagement, at what fee. The commercial terms live where the work is recorded.
- 04
The invoice follows the work
Generated from claims actually handled under the deployment. No monthly reconstruction, no missed billables.
- 05
Bordereaux go out on schedule
Scheduled exchange in the carrier’s format, with rejections visible and fixable the day they fail.
What carriers ask you
Due diligence lands on you too
A carrier appointing a TPA asks the same security and audit questions their own regulator asks them. Being able to answer quickly is a competitive advantage in appointment conversations.
| Carrier question | Where your answer comes from |
|---|---|
| How is our data separated from other carriers’? | Dual-wall tenant isolation, documented |
| Who touched this claim? | Audit log, including sensitive reads |
| Are your adjusters licensed? | Roster with license state per jurisdiction |
| Did you meet the SLA? | SLA dashboard against the client agreement |
| Can you evidence the handling? | File notes: encrypted, attributed, not editable after the fact |
What this does not solve
The platform removes structural leakage. It does not win you appointments or staff your desks.
Capacity is still people
Faster assignment allocates the adjusters you have. A genuine shortfall remains a shortfall.
Carrier formats need mapping
Each carrier’s bordereau format is mapped once, per partner. Real work, scoped honestly.
Fee terms are yours
We carry the fee structure you agreed. We do not advise on what it should be.