Claim Lifecycle

Claims Workflow

Stop losing track of insurance restoration roofing jobs. HailMate tracks every storm damage claim through the full pipeline — from the first door knock to the final check in your hand.

What you get

Built for how storm jobs really run

In insurance restoration, speed and accuracy decide whether a claim gets paid. Claims Workflow is built to give your crew both — in the field, on their phone, even with no signal.

  • Track every job from first contact through final payment collection
  • Automated reminders so nothing falls through the cracks
  • Carrier profiles with approval histories and adjuster notes
  • Task lists generated for each stage so your team knows what to do next
  • All documents, photos, and communication in one place per job
A visual pipeline dashboard showing jobs moving through stages like 'Adjuster Assigned' and 'Supplement Requested'
The payoff

What it means for your business

Nothing Falls Through the Cracks

Every job has a clear next step. Automated reminders mean you never forget to follow up with an adjuster or homeowner.

Fewer Denied Claims

When every stage is documented and every photo is captured, carriers have less reason to push back on your claims.

Faster Payments

Jobs move through your pipeline faster when everyone knows the next step. Less time between approval and final check.

FAQ

Frequently asked questions

The claims pipeline covers the complete storm restoration lifecycle: Lead, Appointment Set, Inspection Complete, Insurance Filed (FNOL), Adjuster Assigned, Adjuster Meeting, Scope Received, Supplement Requested, Supplement Approved, Material Ordered, Job Scheduled, Job Complete, and Final Collection. Every stage has automated tasks and reminders.

Put this to work this week

Start free, set up your team in minutes, and run your next storm job in HailMate.

14-day free trial · no credit card · plans from $149/mo