Built for how you actually work
Whether you're tracking profitability, managing a team, or handling claims, Claimory adapts to your specific needs.
No credit card. Works with CCC ONE and Mitchell.
For Shop Owners
Full visibility into operations, financials, and team performance without micromanaging.
- Real-time profit visibility
- Team accountability tracking
- Cross-location roll-up (Elite)
For Managers
Control workflow, track progress, and keep your team aligned on priorities.
- Automatic claim alerts
- Task assignment & tracking
- Status-at-a-glance dashboards
For Estimators
Streamline claims, supplements, and carrier communications in one organized view.
- Supplement tracking
- Carrier contact management
- Timeline documentation
For Multi-Location Shops
Group your locations on Elite for a read-only cross-location roll-up. Each shop keeps local autonomy as its own workspace.
- Read-only roll-up on Elite
- Standardized workflows
- Per-location drill-down
For High-Volume Shops
Handle 100+ active claims without losing track of a single detail.
- Scalable claim management
- Priority-based workflows
- Claimory AI follow-up drafts
For Growing Shops
Scale your operation without proportionally increasing overhead.
- Process standardization
- New hire onboarding
- Growth-ready infrastructure
Explore Platform Features
Every solution is powered by the same robust feature set. Explore individual capabilities.
Questions shops ask about roles
Does every person in the shop need a separate login?
Yes. Each person signs in to Claimory with their own login and a role: Manager, Estimator or Technician, with the shop owner above them. Every member of the shop's workspace can open every claim. The role decides what each person can change and whether they see payments, costs, labor and invoices; by default a Technician sees none of that money. The shop owner can change each role's permissions in Team Management.
Can the owner log in from anywhere?
Yes. Claimory is a web app and a mobile app. The owner sees every claim, supplement, margin, and DRP scorecard from any device. Most owners check in from a phone between jobs without needing to be in the shop.
How do I handle a multi-location group with different teams at each shop?
Each location has its own workspace. On Elite, the owner and any group-level users see all locations in a read-only consolidated roll-up dashboard; location-level users see only their shop. Per-location pricing scales cleanly without surprise multi-site fees.
Not sure which solution fits your shop?
Let's talk. We'll help you figure out the best way to use Claimory for your specific situation.