Move more claims.
For less.
Every step from intake to settlement runs in one system, so a lean team can handle more claims, spot the stalled ones early, and maximize every recovery.
"By the time we became the largest public adjusting firm in Florida, we had sorely outgrown our old software. Verticlaim was built inside our office, claim by claim. It's the first system that works the way adjusters actually work."
The entire claim lifecycle, in one place
From intake through settlement and beyond, workflows move each claim forward on a single shared record—so your team never has to switch platforms or enter the same data twice.
Every claim at a glance
A kanban board for every workflow. Customizable cards show the fields you need to see, escalations surface in amber, and grouping by assignee shows who's underwater before it becomes a problem.
Every conversation, on the claim
Carrier email, client texts, call logs, and internal notes live on the claim they belong to, so nobody hunts through five apps to find a thread. Automated message sequences keep following up by email or SMS until the task is done, and email attachments are automatically saved to the claim's files.
One calendar, synced both ways
Verticlaim syncs two-way with Google Calendar and links every event to its claim. Scheduling runs itself: availability is collected in rounds, and if no mutual time works, Verticlaim opens a fresh date window and re-invites participants. No phone tag.
Signed before the coffee's cold
Build reusable form templates that pull from claim data, then send each submission for completion, review, e-signature, or remote notarization. Automated email and SMS sequences keep the paperwork moving until it's done.
Review, revise, move forward
Route form submissions to the right reviewers automatically. Requested changes send the form back with comments, and every revision stays tracked before signing or completion.
Notifications that respect your inbox
We don't bombard you. Updates roll up into one digest at the cadence each person chooses.
From settlement check to fee split
Every check is tracked from received to cleared. Disbursements calculate fees, adjuster splits, reimbursable expenses, and the client's remainder, then create the payable line items for you.
Know where the next claims are
Verticlaim watches NEXRAD radar minute by minute and NWS alerts around the clock. When hail, wind, or a hurricane hits a county you cover, scored leads appear on your Leads page, weighted toward areas where you already have contacts.
Photos that file themselves
Burst-mode capture from any phone drops photos straight onto the claim, geotagged, badged with where they came from, and sorted into the claim's folders. Annotate any image right in the browser.
Reporting that's live, not last month
Every chart reads from the same claims your team is working right now. No waiting for someone to update a spreadsheet—and when you need a copy, export it to CSV.
Every report is 100% customizable around your data. Build on any field, then filter, group, choose the visualization, and drill into the underlying claims from any chart.
AI that actually knows your claims
Two kinds of AI run in the platform: Clay, the assistant your team and your clients can talk to, and AI tools wired into the workflows themselves.
One assistant for your team and their clients
Clay is grounded in your claims and your configuration. Adjusters ask about status and deadlines, clients text about their own claim, and admins ask how to set something up, or tell Clay to change it.
And AI tools inside the workflows
These tools work quietly inside your workflows, running extraction, autofill, and validation at the exact steps where retyping used to happen.
Snap or upload a settlement check. Number, amount, payee, and MICR extract in seconds, each field with a confidence score.
Drop in a dec page or carrier letter. AI finds the claim it belongs to and extracts the fields you configured.
Uploaded forms extract straight into submissions, with existing claim data resolving the ambiguous fields.
Every uploaded document is checked against claim data: validity, errors, warnings, and a plain-English summary.
Drop in any carrier PDF. Missing text, date, checkbox, and signature fields are detected, placed, and mapped to claim fields.
Claim activity becomes brief, role-aware email or SMS updates, and it knows when nothing is worth sending.
Inspection photos name themselves as they upload: descriptive, sequenced, and searchable.
New capabilities ship fast. The guardrails ship first.
Every claim answer is reviewed for grounding, privacy, and the right recipient. If anything is off, it is corrected or blocked before delivery.
Schema-validated responses that can only reference your real claim data, no invented fields or amounts.
Pick the model for each operation, or use the platform default.
Every call logged with usage analytics by operation.
One platform for adjusters, office, and finance
"Signing LORs in the field is a breeze. After that, Verticlaim knows how to keep my claims moving, and when to contact me about important deadlines."
"Our adjusters hated our old software so much that I had to constantly use it for them. With Verticlaim, we're all friends again!"
"Checks, splits, and reimbursables reconcile themselves. Our claims' line items are accurate in realtime. We've never had it this good."
One platform doesn't mean a walled garden
Verticlaim is designed to work beyond its own UI: with your accountant's tools, your website, and your own scripts.
The documented API can list, search, read, and create claims—including custom field values. Pull claim data into reporting tools, push claim intake in from your website, or build what we haven't.
API keys act with their creator's permissions, including branch and claim-access restrictions, and the interactive docs show the current request and response contracts.
Claim fields, task types, workflows, form templates, email and SMS templates. Everything that makes your account yours is plain, exportable JSON. Import it, export it, version it, and validate it with our validation script before anything goes live.
Hand your configuration to an AI tool, describe exactly the setup you want, then validate and import the result the same afternoon.
{
"claimFields": [ 18 fields ],
"taskTypes": [ 11 types ],
"workflows": [ "Incoming Check", … ],
"formTemplates": [ "LOR", "Contract", … ],
"messageTemplates": [ email + SMS ]
}
QuickBooks
GmailOutlook
Google CalendarRingCentral
ClaudeChatGPT
Zapier
Google DriveOnly pay when you get paid
One per-claim platform fee, billed only after your fee comes in, plus AI and SMS charges based on usage. If a claim never pays out, you never pay its platform fee.
billing triggers when the claim closes
AI and SMS are billed separately based on usage.
Cancel the extra tools, automate the busywork, and give a lean team the operating capacity of a much larger one.
How Verticlaim compares
Purpose-built claims tools cover the basics; enterprise CRMs need heavy customization to handle claims at all. Verticlaim is built for how firms work now — native two-way communication, workflow automation, and live custom reporting in one system.
| Feature | Verticlaim | Purpose-built PA software | Generic Enterprise CRMs |
|---|---|---|---|
| Communication | |||
| Two-way email syncFull inbox inside the platform: threads, labels, attachments auto-linked to claims | Native Gmail sync via OAuth | Email archiving — forward/BCC mail to a claim address; outside senders go to a moderation queue | Generic email sync — mail isn't linked to claims |
| Two-way SMS conversationsSend and receive texts with MMS, threaded by participant, linked to claims | Inbound SMS logging to a claim's activity log; conversational texting requires third-party tools | 3PVia add-ons (e.g. Twilio) | |
| AI auto-reply to inbound textsOptional AI agent answers client texts using live claim data | Alpha | ||
| Automated message sequencesAuto-resend at intervals until the task is actually done, with per-step message variations | Scheduled follow-up reminders | Marketing cadences — not aware of task completion | |
| Forms, Documents & Signing | |||
| Form builder15 field types, multi-page forms, review & approval workflow | Smart form builder for intake & reports | Web-to-lead & custom forms | |
| Built-in e-signatureMulti-signer, sequential or parallel signing — no per-envelope add-on | 3Pe.g. DocuSign connected through Zapier | 3PDocuSign / Zoho Sign add-on | |
| Remote online notarization (RON)Launch and track notary sessions through Proof.com | Proof.com integration | ||
| AI PDF field mappingUpload any carrier form — AI detects and maps fillable fields to claim data | |||
| Document generation from templates | Template add-ons or custom build | ||
| External fill & sign requestsSend documents to anyone via secure public link — no login required | 3P | ||
| Secure external file sharing & collectionShare folders and collect uploads by secure public link — no login required | Via client portal or file-sharing portal | Public links; collection requires portal setup | |
| AI & Automation | |||
| Conditional workflow automationTasks, auto-skips, due-date recalculation, escalations | Action-item workflows & deadline triggers | Powerful, but every claim workflow is custom-built | |
| Permission-aware AI claim assistantAsk questions across live claim data; answers are grounded, reviewed, and limited to claims the user can access | Alpha | βLimited rollout | Generic copilots require custom claim integration |
| AI document & check extractionReads uploads, checks, and forms; fills claim fields with grounded, schema-validated output | In production today | βAI assistant in invite-only beta, not all features available | Generic AI add-ons — not trained on claims documents |
| AI-written client claim updatesRole-aware email/SMS progress digests, generated automatically | |||
| Choice of AI model providerAnthropic, OpenAI, or Google — configurable per firm | |||
| Kanban workflow boardsCards grouped by stage, assignee, or team, with availability filtering | Dashboard & list views | Sales pipelines, not claim stages | |
| Storm Intelligence & Lead Generation | |||
| Real-time NEXRAD radar monitoringLevel-2 radar parsed every minute for hail, wind, and tornado damage signatures | Alpha | ||
| National Weather Service alert ingestion | Alpha | ||
| Automated storm lead generationScored leads by county, severity, and your existing contacts in the affected area | Alpha | Leads created manually or via Zapier | |
| Scheduling | |||
| Two-way Google Calendar sync | |||
| Automated availability collectionCollects availability from clients and staff, finds a mutual slot, books the event | Paid scheduler add-ons | ||
| Financials | |||
| Claim financial trackingInvoices, payments, fees, and recovery per claim | Opportunity amounts — no claim-level ledger | ||
| Settlement check lifecycle14 statuses from received to cleared, with automatic allocation to line items and bounce reversal | Payment tracking | ||
| Automated fee splits & disbursementsMulti-recipient fee splitting, reimbursable expenses, remainder to client | Commission tracking | ||
| Accounting integrationsBill.com AP/AR and Stripe Connect payouts, built in | 3Pe.g. QuickBooks via Zapier | 3PVia connectors | |
| Platform | |||
| Client & partner portal | Branded policyholder portal | Custom portal build, extra license cost | |
| Real-time live updatesChanges appear instantly across the team — no refresh | Varies by product and plan | ||
| Live custom reporting & scheduled deliveryBuild from any claim field, export to CSV, and email reports on a schedule | Reporting available; scheduled delivery not advertised | Claims require configuration | |
| Passkey login (WebAuthn) | Via SSO / MFA | ||
| AI-agent API (MCP)Connect Claude, Codex, and other AI assistants directly to your claims data — read-only and permission-aware | Alpha | Generic APIs — custom integration work | |
| Native iOS / Android apps | Full-featured mobile web app | Generic CRM apps | |
Comparison based on publicly available documentation, product pages, and app listings for representative products in each category as of July 2026. Features and availability may change — verify with each vendor before purchasing.
A founder who's done this before
Verticlaim is Ethan Jon's latest company after 15+ years building and scaling tech startups: cofounder of Hipster (acquired by Aol) and Indigov (acquired by Granicus), founding CTO of Hello Bello ($200m+ annual revenue in three years), and engineering lead at The Honest Company before its IPO. It's American-built and founder-run.
No consultants, no setup fees. We handle it.
Upload your spreadsheets, CSVs, or export files. AI maps your claims, contacts, and documents automatically, and our team builds your workflows and trains your staff. You're live in days.
Run your whole firm on one platform.
Free migration, free setup, free training. No user fees, no long contracts, and billing that waits until your claims close.