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Clatus vs ClaimWizard

ClaimWizard has been a fixture in public adjusting since 2013 — a workflow tool with a real install base and an active community around it. If that ecosystem is what's keeping you, that's a fair reason to stay.

Clatus is newer and built broader: not just a claims CRM but a claims operations platform — native AI policy review, full-lifecycle financials, Gmail and photo sync, a modern web UI, and transparent early-access pricing. Here's how to think about the choice.

Feature comparison between Clatus and ClaimWizard
Capability Clatus ClaimWizard
Visual claims pipeline Yes Yes
Per-claim financial worksheets Yes varies
Native AI policy review Yes
Gmail two-way sync Yes
CompanyCam photo sync Yes
Document & PDF management Yes Yes
Client e-signature Yes
Modern web UI Yes
Transparent pricing early access — talk to us quote-based
Established since 2026 2013
Community & training resources growing Yes
Native mobile apps Coming soon

ClaimWizard's strengths are its longevity and community; if you want a modern, AI-equipped operations platform that also runs your financials and correspondence, that's where Clatus fits.

Why teams move to Clatus

One record per claim

Pipeline stage, every email, the documents, the photos, and the financial worksheet all live on the same claim — no jumping between a CRM, an inbox, and a spreadsheet to reconstruct where things stand.

AI that reads the policy

Upload the policy PDF to the claim and ask plain-language questions about coverage, exclusions, sublimits, and endorsements. Answers cite the document. It accelerates the read; it does not replace your judgment.

Financials built in

RCV, ACV, depreciation, deductible, supplements, contractor payouts, and fees on a worksheet attached to the claim — not a side file someone has to remember to update.

A UI that respects the operator

Keyboard-friendly, fast, dark, dense where it should be. Built for people who live in the tool all day, not for a demo screenshot.

See the full feature set on Features, how it's priced on Pricing, or how it fits a PA firm on Clatus for public adjusters.

Common questions

It covers the same core ground — a visual pipeline, document and PDF handling, claim records, and reporting — plus financials, email sync, photo sync, and AI policy review. Whether it's a clean swap depends on which ClaimWizard features your firm leans on; the honest answer is to walk us through your setup and we'll tell you straight.

See it on your own claims.

Bring a few active files and we'll walk through how Clatus would run them — pipeline, financials, policy review, the whole loop.