Claim Job Control
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Integrations

Runs your side of the claim. The insurer’s platform stays theirs.

Insurers and loss adjusters set the price on their own platforms: Xactimate, Cotality (Symbility) and the panel portals. Claim Job Control is where you run your side of the claim: contact discipline, margin floors, works, variations and the audit trail. Today the adjuster’s scope comes in as the PDF they send and imports into the estimate builder. There is no live link to any insurer platform yet, and we will not claim one until it is built and tested; you do not need it to start.

Import

Upload the adjuster’s PDF scope and preview the lines before they go into the estimate. Native Xactimate ESX files and the Cotality/Symbility FML format are not supported yet.

Margin

Every estimate shows green or red against that insurer’s floor, at survey and again at acceptance. The insurer never sees it.

Operate

Works, variations, bookings, the 15-minute contact clock and the full audit trail, all on the same claim record.

United Kingdom

Built for UK panel contractors

On the panel networks the adjuster’s scope usually arrives as a PDF. Upload it on the estimate builder, check the margin against that insurer’s floor, and send a print-ready specification letter to the loss adjuster carrying works and price only, never your rates. If your panel requires Cotality Contractor Workspace, keep it: Claim Job Control runs alongside it, on your own side of the claim.

What’s live today

  • Scope import from the adjuster’s PDF, including PDFs exported from Xactimate: available, tested on real carrier files
  • Native Xactimate .esx files: not supported yet (the export is a proprietary format)
  • Cotality / Symbility FML import: planned
  • Print-ready specification letter to the insurer, loss adjuster or policyholder: available
  • Specification sent as an emailed PDF attachment: coming
  • Sending files back to the insurer’s platform: planned
  • A live link to Cotality Workspace or Verisk XactNet: not available yet
  • Building repair only; not motor or contents claims

Next step

See import and margin on a real claim.

Book a demo — we walk one job from instruction to specification, including how scope arrives and how margin is checked before anything goes to the insurer.

Book a demo