Getting Started

Welcome to Claim Atlas — claims management software built for independent adjusters who work in the field. This guide will have you up and running in under 10 minutes.

1. Sign up

Visit claimatlas.com/signup and pick the plan that fits your business. Every plan starts with a 14-day free trial — no credit card required. You'll choose a company slug (e.g. acme-adjusting) that becomes your private URL: acme-adjusting.claim-atlas.net.

2. Complete the onboarding wizard

After your first login you'll see a short setup wizard. It walks you through:

• Company info — name, phone, email, and address. These populate your report headers and letterheads automatically.
• Branding (Firm plan) — upload your logo and pick a brand color. The entire app recolors to match your company.
• Team invites (Team & Firm plans) — send invite codes to your adjusters so they can create their own accounts.
• Demo claim — optionally create a sample claim so you can explore the interface with realistic data.

3. Create your first claim

Click the + New Claim button on the dashboard. You'll need:

• The claim number assigned by the carrier
• The insured's name
• The insurer (add a new one if it's your first claim with that carrier)
• The loss date and due date

Once saved, you're on the claim detail page where you can add notes, upload photos, track expenses, set reminders, and generate reports.

4. Install on your phone

Claim Atlas is a progressive web app — it works like a native app on your phone with no app store download required. See the Mobile setup guide for step-by-step instructions.

5. Explore

Browse the sidebar on the left to learn about each feature. The most common workflows:

• Creating and managing claims
• Uploading photos and documents
• Adding notes and tracking time
• Generating carrier reports
• Setting reminders and SLA milestones