The Complete
Claims Management
Platform
Streamline your entire public adjuster operation — from lead capture and contact management to claim processing, inspections, and multi-channel marketing. All in one powerful platform.
Powerful Features
Built for Growth
Every feature is engineered to save you time, reduce errors, and maximize claim success rates.
Modular Architecture
Buy only what you need. Start with core claim management and add modules as your business grows.
Real-Time Sync
All data updates in real-time across your entire team — no more spreadsheet conflicts or outdated info.
Smart Document Generation
Auto-generate demand letters, inspection reports, and claim summaries using AI and your data.
Advanced Analytics
Track close rates, settlement amounts, inspector performance, campaign ROI, and more with rich reports.
Omnichannel Comms
Reach clients via SMS, email, WhatsApp, and phone — all logged and tracked in the contact timeline.
Smart Scheduling
Automated inspection scheduling with availability tracking, calendar sync, and reminder notifications.
See It In Action —
Your Command Center
Everything you need to manage claims, contacts, inspections, and marketing — beautifully organized in one dashboard.
Everything You Need to
Scale Your Practice
Choose the modules you need, start small or go all-in. Every module is built specifically for public adjusters and integrates seamlessly.
Dashboard
Real-time business overview with KPIs, active claims, overdue alerts, financial summaries, and AI-powered insights.
- Live KPI metrics
- Financial overview
- AI Business Intelligence
- Alert system
Contact Management
Centralize all your clients, leads, and prospects with detailed profiles, property tracking, and activity timelines.
- Client profiles
- Lead tracking
- Property linkage
- Activity timeline
Inspections
Schedule and manage all inspection types — initial, carrier, joint adjusters, engineering, umpire and more.
- 9 inspection types
- Inspector assignment
- Status tracking
- Overdue alerts
Claim Process
Full end-to-end claim lifecycle management with phases, demands, settlements, documentation, and NOAA data.
- Claim phases
- Settlement tracking
- Document generation
- NOAA weather data
Entries
Capture and manage web form submissions and leads coming from your Cognito forms and external sources.
- Form integrations
- Lead import
- Status management
- AI duplicate detection
SMS Communications
Two-way SMS messaging system with conversation threads, templates, and automated campaigns at scale.
- Two-way messaging
- Bulk campaigns
- Message templates
- Opt-out management
VoIP Calls
Built-in calling system with call history, contact lookup, outbound dialing, and call status tracking.
- Outbound calling
- Call history
- Contact lookup
- Duration tracking
Marketing Call Center
Manage 2,000+ marketing leads, group contacts by campaigns, and track conversion from cold to client.
- Lead management
- Campaign groups
- Conversion tracking
- Agent assignment
Email Campaigns
Design and send professional email campaigns with open rate tracking, templates, and audience segmentation.
- Campaign builder
- Open rate analytics
- Audience groups
- Template library
Social Media Manager
Plan, schedule, publish, and manage campaigns across Facebook, Instagram, Twitter, LinkedIn, and TikTok from one place.
- Multi-platform posting
- Campaign management
- Content calendar & analytics
- Team collaboration
Companies Directory
Maintain a comprehensive directory of insurance companies, law firms, mortgage companies, and vendors.
- Company profiles
- Type categorization
- Contact details
- AI data enrichment
Administrator
Full platform control — users, roles, departments, branding, WhatsApp, AWS S3, and notification settings. Included with every plan.
- User management
- Custom branding
- Roles & permissions
- System notifications
The Smarter Choice for
Public Adjusters
We built this platform by working alongside public adjusters — understanding every pain point, every workflow, every compliance need.
AI-Powered Intelligence
Built-in AI analyzes your claims, detects duplicates, generates documents, and provides actionable business insights automatically.
Built for Public Adjusters
Every feature is purpose-built for the PA workflow — from NOAA weather data to inspection types and demand letters.
All-in-One Platform
Replace 8+ separate tools with one unified system. CRM, claims, inspections, marketing, and communications in one place.
Multi-Channel Marketing
Reach clients through SMS, email, social media, and call center — all managed from a single dashboard with analytics.
Enterprise-Grade Security
Role-based access control, audit logs, and secure data handling with AWS S3 file storage and encrypted communications.
Dedicated Support
Get onboarding assistance, training, and ongoing support from a team that understands the public adjusting industry.
Ready to Transform Your Business?
Join hundreds of public adjusters already using Claim Genesys to close more claims, faster.
Get Your Custom Quote TodayLet's Build Your
Custom Solution
No generic pricing. We'll work with you to understand your team size, workflow, and goals — then craft a proposal that fits your budget perfectly.
Get a Free Quote
No commitment. No credit card. Just tell us what you need.
Join 500+ public adjusters already using Claim Genesys