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Claim OS / eyeview
What happened, waiting-on, owner, next action, money, last activity. Ten seconds. Then tabs for contacts, property, financials, diary, docs, photos, contracts.
Pipeline, stuck files, fee collections, payroll, contracts, and a client-safe portal — one tenant-safe desk that turns quiet files into cash that actually posts.
Register a firm in about a minute. No card. Log in anytime.
Licensed-state map on the firm profile. Carrier directory tagged for the states you work.
Clients, files, checks, and documents never leak across tenants.
SEO profile at /f/your-firm. Insureds find you. Inquiries land on the desk.
They see status. They never see the diary, the fee math, or the payroll.
Shipping now
These are live surfaces on getPAIDclaims — not a roadmap slide.
What happened, waiting-on, owner, next action, money, last activity. Ten seconds. Then tabs for contacts, property, financials, diary, docs, photos, contracts.
Drag a card. Stage, status, and the activity log move with it — Lead through Paid, not Open / Closed.
Quiet 7 / 14 / 30-day feed. Statutory-style clocks. Review reminders in their own header bell, separate from @flags.
Finances, invoices, fee collections, check endorsements (self-handle or managed mortgage, 1% up to $249), payroll rollup. Cleared fees post commission. Projected is labeled, not cash owed.
Uploads on the file. Contracts tab + DocuSign send/refresh. Native albums plus CompanyCam import. Email rail on the claim.
Client portal, public firm SEO pages, carrier directory, Google Calendar pull-sync, Gmail, integrations hub (DocuSign, CompanyCam, Mail, Calendar).
Same navy desk, smaller glass: last-worked claims, staff flags, and the check that still needs a front and a back. The iPhone app is on the board — the web desk is live today.
No download yet. This is a tease — not a store listing.
The tunnel
Not the loss. The file that went quiet. The fee that never cleared. The check sitting on a mortgagee’s desk.
Next action lives in a voicemail, a legal pad, or somebody’s head.
Statutory clocks, assigned follow-ups, and a review bell so “call the desk” is a timestamp — not a hope.
The file that paid last month is silent. Nobody touched it for 14 days.
Attention lists quiet 7 / 14 / 30-day files. Touch the claim. The feed clears. Nothing dies in a drawer.
Settlement is on a sheet. The PA fee is “coming.” Payroll guesses.
Expected / received / cleared / deposited. Cleared fees hit Finances and post the adjuster commission once.
Loss-draft in a folder. Who endorsed? Did the mortgage company get it? Or you pay iink on top of the CRM.
Self-handle the check, or opt into getPAIDclaims Handles Mortgage Endorsement — 1% of the check, up to $249. FedEx labels, ship, follow-up, and a mortgage contact log stay on the file.
Pipeline in one tab, photos in a drive, contracts in email — then a separate iink login for endorsements.
CRM + checks + mortgage handling. Eyeview, Kanban, docs, DocuSign, albums, mail, calendar. Same firm. Same file. Not spreadsheets + iink + a separate CRM.
Insureds call because they cannot see the next step. You cannot show them the diary.
Per-claim portal for status. Public SEO page for the firm. They stay informed. You keep the internals.
From first call to cleared fee
Generic CRMs make you invent the file. getPAIDclaims already knows the path: inspect, file, estimate, negotiate, endorse the check, collect the fee, pay the desk — and a status page you can hand to an insured.
Inspection Scheduled, Claim Filed, Estimate Submitted, Check Processing, Paid.
Share a portal. Keep the diary. They see the next step — never the fee split.
Tenant isolation is the product, not a later checkbox. Multi-state licenses live on the public profile.
Check endorsements / mortgage handling
Spreadsheets + iink + a separate CRM is three products and three logins. getPAIDclaims is one OS: the claim file, the loss-draft check, and the mortgagee follow-up live together — cheaper than bolting iink onto a CRM you already pay for.
Recorded on the check. Billing coming soon — no Stripe checkout in v1.
Same 1%, discounted $199 cap — still below a standalone endorsement vendor.
0.75% of the check, capped at $199 for desks that move a lot of loss drafts.
Pricing
Start the trial now. Stripe checkout is next — billing hooks are already on the firm.
One owner. Full desk: workspace, pipeline, money, portal, diary, documents, tasks.
Start firm trialInvite adjusters and staff. Roles: owner, admin, adjuster, staff.
Register — start firm trialMulti-office, white-label, later S3 document storage.
Book a demoRegister the firm. Sign in. Find a public profile. Run the next loss on a board — not a shared drive.