Track every insurance claim from the first inspection call to the final RCV payment. Automate adjuster follow-ups, document everything, and never lose track of a depreciation holdback.
Full lifecycle
From inspection to mortgage endorsement
ACV + RCV
Both payment types tracked per claim
Auto
Adjuster follow-ups on a configurable schedule
Most roofing CRMs treat an insurance job like any other deal. But insurance claims involve multiple parties (insurer, adjuster, public adjuster, mortgage company), multiple payment tranches (ACV, RCV, depreciation holdback), and a documentation trail that can span 6–12 months. CompanySync is built to manage all of it.
Every claim shows its current stage, assigned rep, next action, and key dates. At a glance, you see which claims are stalled, which are in supplement, and which are waiting on mortgage companies.
Store the scope of loss, denial letters, supplement approvals, photos, signed contingency agreements, and contracts — all attached to the claim record. Accessible from any device.
If an adjuster hasn't responded to a supplement request in 5 business days, CompanySync automatically sends a follow-up email from your account with a record of the original submission.
Track both the initial ACV payment and the recoverable depreciation (RCV) separately. Get alerted when a depreciation check is due and hasn't been received.
Insurance Claim Dashboard — Lifecycle View Per Claim
One of the most overlooked pain points in storm restoration is the mortgage company endorsement process. When a homeowner has a mortgage, the insurance check is often co-payable to the homeowner and the bank — and getting that check endorsed can take weeks. CompanySync tracks the endorsement status on every applicable claim so nothing gets lost.
Depreciation Holdback Tracker — RCV per Claim
Start your free trial and bring your entire claims portfolio into one dashboard.
Start Free Trial →