Claim Mosaic Documentation
Learn Claim Mosaic fast — built for Public Adjusters
Getting Started
Section titled “Getting Started” Account setup Create your workspace, invite users, and configure your profile.
FAQ Quick answers to common onboarding questions.
Tiers & pricing Choose the plan that fits your firm and team size.
Work by area
Section titled “Work by area” Claims — overview Understand the centralized claim hub and core workflows.
Claims — list & detail Find and manage claims across your pipeline.
Leads Track prospects from intake to conversion.
Mosaic View (boards & calendar) Visualize work with boards, calendars, and maps.
Dashboards Personal and admin insights for your team.
Contacts & Companies Organize people and organizations in one place.
Tasks Create, assign, and track work across claims.
Settings Configure users, fields, invoicing, access rights, automation, and more.
Reports Track performance and outcomes across your firm.
Find answers fast
Section titled “Find answers fast”- Use the search bar at the top to jump directly to topics like “claim tasks”, “lead board”, or “invoicing”.
- Each page includes a table of contents to help you scan and navigate sections quickly.
- Keyboard navigation and internal links keep you oriented as you work through a workflow.
Why Claim Mosaic for Public Adjusters?
Section titled “Why Claim Mosaic for Public Adjusters?”Claim Mosaic is purpose‑built claims management software that reduces paperwork, prevents missed deadlines, and keeps your team and clients aligned. Organize documents, photos, and notes in one place; automate reminders; and collaborate with transparency for faster resolutions and better outcomes. Learn about plans and AI‑powered features on our website.
👉 Visit the Claim Mosaic site for plan details and a free 14‑day trial.