For Independent Adjusters
Run every assignment, every carrier, every deadline — from one platform
Independent and CAT adjusters work a queue: assignments from multiple carriers and IA firms, tight cycle times, a lot of field work, and deadlines that don't move. Clatus gives you one pipeline for every assignment, photos and documents tied to the claim, and calendar sync — so the file is always inspection-ready and audit-ready.
The day-to-day this fixes
Assignments from five sources, tracked five ways
One IA firm uses a portal, another emails PDFs, a carrier has its own system. Your actual list of open assignments lives in a notebook or your head.
Cycle-time pressure with no shared view of the clock
Every assignment has a contact-by date and a report-due date. Missing one costs you the next assignment — but the deadlines are buried in email.
Field photos that never quite make it back to the file
You shoot a hundred photos at the property, then spend the evening sorting which ones belong to which claim before you can write the report.
QA and audit requests that mean digging through old folders
An IA firm asks for documentation on a claim from three months ago. You have it — somewhere — across email, a folder, and a photo app.
One pipeline for the assignment queue
Every assignment is a card on a pipeline with stages you set — assigned, contacted, inspected, report drafted, submitted, closed. The property address, carrier or IA firm, claim number, and key dates ride on the card so your whole queue is visible at once.
Field photos on the claim, captured in the field
CompanyCam integration ties inspection photos to the claim and the property as you shoot them. No evening sorting session — the photos are already on the right file when you sit down to write.
Documents and reports, organized by claim
Estimates, scope notes, the assignment sheet, your report, carrier correspondence — all in the claim's document library. When QA or an audit asks for a file, it's already assembled.
Carrier and IA-firm email attached to the claim
Connect your Gmail and the threads for an assignment land on that assignment. The instruction email, the supplement request, the follow-up — all on the file, not lost in a 2,000-message inbox.
The independent adjuster’s real job: manage the queue without dropping anything
Whether you’re a daily-claims IA or chasing storms as a CAT adjuster, the work is the same shape: a stream of assignments lands from different carriers and IA firms, each with a contact deadline and a report deadline, each requiring a field inspection, photos, an estimate, and a report. Miss a deadline and the next assignment goes to someone else. The hard part isn’t any single claim — it’s holding the whole queue in view, keeping every file inspection-ready, and being able to produce a clean record when QA comes calling.
Most independent adjusters do that with a patchwork: a notebook or spreadsheet for the assignment list, the IA firm’s portal for some claims and email PDFs for others, a photo app, a folder system, a calendar. It works when you have six open files. It breaks when you have sixty after a hailstorm.
Clatus is the operations layer for that queue. It’s a claims operations platform — the pipeline is the system of record, and every assignment carries its photos, documents, correspondence, and dates in one place.
Your assignment queue on one pipeline
In Clatus, every assignment is a claim on a pipeline with stages you configure to match your workflow: assigned, contact made, inspection scheduled, inspected, report drafted, submitted, closed. The card shows the property address, the carrier or IA firm, the claim number, and the dates that matter — so you can scan your whole queue and instantly see what needs a phone call today, what’s waiting on a report, and what’s done. Configurable terminology means the platform uses your words, not a carrier’s.
When a storm hits and your queue triples, that single view is the difference between staying on top of cycle times and triaging by panic. You see the volume, you see the bottleneck, you work the list.
Field photos that are already on the right file
CompanyCam integration is built for the way field adjusters actually work: you shoot photos at the property, and they’re tied to the claim and the location as you capture them. There’s no evening ritual of dumping a memory card and sorting which photos belong to which inspection. By the time you’re writing the report, the photos are on the claim, organized, ready to reference. For a CAT adjuster running multiple inspections a day, that’s hours back every week.
Documents and reports, organized by claim from the start
Every assignment generates paper: the assignment sheet, your scope notes, the estimate, the report, carrier letters, supplement requests. In Clatus they all live in the claim’s document library, so the file is assembled as you go rather than reconstructed when someone asks for it. When an IA firm runs a QA review or a carrier audits a batch of claims, you’re not digging through email and folders — the documentation is already there, by claim. PDF generation covers the documents you produce; carrier documents sit alongside them.
Carrier and IA-firm email, attached to the assignment
The assignment instruction, the desk adjuster’s questions, the supplement request, the “any update?” follow-up — that correspondence is part of the claim. Connect your Gmail and Clatus attaches the relevant threads to the matching assignment, so the email history is on the file and not lost in an inbox with two thousand other messages. When you need to know what the carrier asked for, it’s on the claim.
Calendar sync keeps inspections on schedule
Google Calendar integration puts your inspections and re-inspections on your calendar and keeps them in sync. Combined with the key dates on each claim card, you’ve got both the day-to-day schedule and the cycle-time clock in view — without maintaining two separate systems.
A clean record, every time
The throughline for an independent adjuster is accountability: you need to be able to show, for any assignment, what you did and when. Because each claim in Clatus keeps its timeline, photos, documents, and correspondence together, that record exists by default. QA requests stop being a scramble. Audits stop being a project. The file is the file, and it’s complete.
What’s here now, and what’s coming
What’s live today: the configurable pipeline, CompanyCam photos, document and PDF management, Gmail sync, Google Calendar sync, team roles, AI policy review for quick coverage questions on the policies you do handle, and US hosting with per-firm data isolation via row-level security. The responsive web app works in the field on a phone or tablet right now. On the roadmap: native mobile apps, a built-in calling integration, e-signature, and a fuller AI assistant. The point of Clatus today is simple — one place to run your assignment queue, keep every file ready, and never lose the record.
Questions
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