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ClaimReady Plus

The part of WORKFORCE that isn't in WORKFORCE.

Every other chapter of this manual describes something inside your own account. This one is different, and the difference is the whole point.

What it is

If you're a homeowner: ClaimReady Plus is an add-on your restoration company can put on your job while you're filing an insurance claim. Once it's on, a ClaimReady Plus tab appears in your portal showing your claim number, your property address, who your adjuster is, and where the claim stands. You pay for it through a link your contractor sends, separate from the invoice for the actual work.

One place to check "where is my claim," instead of a phone call and a wait.

If you're an operator: ClaimReady Plus is not a module inside your account. It is a separate claims platform that your WORKFORCE account talks to over an API, and it is shared across every operator on it. Your browser never touches it directly — every call goes through a server-side proxy — and none of it activates until ClaimReady Plus is enabled for your tenant.

You sell it the way you sell anything else: as a line item on an estimate.

How an operator actually uses it

Selling it

Add the ClaimReady Plus subscription item (price-book code CRP-SUB…) to a project estimate.

One rule the system enforces: the project must already have a technician assigned. That technician becomes the claim's adjuster of record, so there's no such thing as a claim without a human attached to it. If nobody's assigned, the guard stops you.

Save the estimate, and behind that single action:

  1. the customer is created in ClaimReady Plus (if they're new to it),
  2. a real claim case opens,
  3. a payment invoice is raised,
  4. a payment link is generated,
  5. and the claim number is written back onto your WORKFORCE project.

What you get: you sold a claims service by adding a line to an estimate. No second system to log into, no re-keying the customer, no claim number to copy across by hand.

Getting paid for it

Hit Send Invoice on a ClaimReady Plus invoice and collection routes through ClaimReady Plus rather than your Stripe account — it emails the customer their payment link directly.

That's deliberate: the claims subscription is ClaimReady Plus's product, billed on its rails. Your own job invoices keep running through your own Stripe account, untouched.

What your technicians and partners do

Nothing. Their names, contact details, and skills are mirrored into ClaimReady Plus automatically, so they can be assigned as an adjuster on a claim — including on claims that originate with a different operator entirely.

What the customer sees

Where: ClaimReady Plus in their portal sidebar.

A live table of their claim cases: claim number, property address, adjuster, status, and the date it opened. It's scoped defensively to claims on their own projects — a customer sees theirs and nobody else's.

It's a status board, not a workspace: they read it, they don't work in it.

What you get: the "any update on my claim?" call stops arriving, because the answer is already on their screen and it's current.

The network — and why this is the interesting part

Here's what's actually shared, verified in the sync code. This matters because the network claim is the biggest thing WORKFORCE says about itself, and it needs to be exactly true.

What crosses into the shared platform

Every record is stamped with the platform it came from and the tenant that owns it.

What never leaves your account

Everything else. Your projects, your dispatch board, your job invoices, your financials, your internal notes, your employee records beyond the mirrored contact-and-skills snippet — all of it stays in your own isolated data, and ClaimReady Plus only ever receives the specific fields that are explicitly synced.

The proof that it's a real network

This is the detail worth understanding, because it's the one that couldn't be faked:

A tier-3 technician can exist only in ClaimReady Plus, and not in the referring operator's own data at all. When a claim gets assigned to one, WORKFORCE looks that person up by their ClaimReady Plus ID — precisely because the referring operator has no local record of them to look up.

That's not a mirror of your own address book. That's a shared directory of capability across operators, and it's what makes a genuine cross-company referral possible: you can route a claim to a qualified adjuster you have never onboarded, in a company you don't control, and the referral credit travels with the claim as it goes.

Every sync is tracked — pending, synced, failed — with a retry queue and an admin panel behind it. It's treated as a monitored integration, not a hopeful one.

Scope: what ClaimReady Plus is today

The live, shipped experience is exactly this path, and this manual documents only it:

Sell it on an estimate → the claim case and invoice are created automatically → the customer tracks status in their portal → they pay through a ClaimReady Plus link.

Underneath that, the customer/technician/partner/lead network sync runs continuously.

Two other things exist in the codebase and are not this feature. Neither is wired into the navigation, both display placeholder data, and neither should be demonstrated, documented, or filmed:

The original ClaimReady Plus specification describes a considerably larger product — notice-of-loss generation, an interactive proof-of-loss worksheet, a pre-claim property inventory, adjuster communication tracking, an education center, an AI policy analyzer, a customer-facing provider search, and customer self-service claim creation. A self-service claim wizard is even fully built, but is not mounted on any route.

None of that ships today. When someone asks, the honest answer is the good one: the claim opens itself from an estimate, the customer can see it, and the network underneath it is real. The rest is next.