Getting started with ClaimOps

ClaimOps helps you compare two estimates, document the items you want to request, prepare a supplement package, and record the carrier's response. Start with the original contractor and carrier estimates for the same claim. A difference between them is a question to investigate, not a promise of payment.

Your first claim, step by step

1. Choose New Claim and upload both estimates. Put your scope of work in Contractor Estimate and the carrier's itemized estimate in Carrier Estimate. Use PDFs, then choose Upload estimates & review details. A response letter is not a substitute for the original carrier estimate.
2. Confirm the claim details. Check the claim number, property, carrier, date of loss, and named insured or company against the originals. Resolve missing required fields and conflicting details before choosing Confirm claim details. If the app asks whether the documents belong to the same claim, inspect both before confirming; choose the correct files if they do not.
3. Check what was read. Open Check parsed details beside an estimate and compare the rows with its source PDF. A completed read does not establish that every value is correct. Use the source correction steps if a parsed value is wrong.
4. Read the comparison and select your scope. Review Summary and Line Item Differences. Check the descriptions, units, quantities, rates, and totals before deciding which items to include. Learn what the comparison amounts mean.
5. Choose whether to add supporting details. You can choose Review supplement to prepare with your current documents. Extra uploads are optional. To explain a disputed item more fully, open Strengthen, follow Find source or Review source, and inspect the linked material. Record what it establishes for that specific request. Linking a file alone does not complete a contractor review. Follow the source review walkthrough.
6. Create, inspect, and send the package. Choose Review supplement, resolve any required corrections, review the proposed scope and support warnings, then choose Create supplement. Wait for a successful saved PDF. Opening or cancelling a preview does not create a package. Check the PDF before sending it from ClaimOps, or download and deliver it yourself. The two delivery paths have different records.

Missing a document? Save a draft

If you have only your contractor estimate, choose Save draft and add carrier estimate later. You can also choose Or save a draft by entering claim details. Complete the required fields and save. A draft keeps your work; it does not complete the comparison.

Return to that claim and use the carrier estimate upload action when the file arrives. Both current originals must finish processing before comparison. If their identity is unclear, use the displayed same-claim review rather than creating a second claim to avoid it.

Before moving on

• Keep both original PDFs available so you can check any uncertain parsed row.
• Check the selected round and included items before building a package.
• Confirm a successful package and its actual send status; a progress badge or queued email is not a completed delivery.
• ClaimOps runs in your browser. A larger screen helps when checking detailed PDFs and comparison rows.

For your free first claim and later access, see Account & Billing. For a missing verification email or sign-in problem, see login help.

If you get stuck

Read the message beside the unavailable action. It may require a missing estimate, a completed read, a same-claim confirmation, or review of a specific item. For an unexpected error, use Help center in the app sidebar or email contact@claimops.io with the claim number, action, and message shown.

When the carrier responds, return to the same claim and follow carrier responses and Round 2.