Demo Environment — all customers, addresses, jobs, financials and communications shown are fictional.
Boerne 96°F · 20% rain (demo)
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Claim Documents
Document center for every insurance claim, organised by category. All documents are fictional demonstration files.
Demonstration data. All customers, claim numbers, policy details, addresses, carrier contacts, financial figures and communications in this module are fictional demonstration data.
Documents on file
78
Across all claims
Awaiting signature
1
Customer action required
Shared with carrier
39
Submitted with claims
In supplement packages
24
Evidence attached
78 of 78
| Name | Category | Version | Claim | Uploaded by | Upload date | Shared with customer | Shared with carrier | In supplement | Signature |
|---|---|---|---|---|---|---|---|---|---|
| Carter — declaration page (demo).pdf | Policy and declaration page | v1 | CLM-2601 | Angela Cruz | 2026-06-04 | Yes | No | No | Not required |
| State Farm claim confirmation (demo).pdf | Claim filing confirmation | v1 | CLM-2601 | Angela Cruz | 2026-06-03 | Yes | No | No | Not required |
| Carrier estimate v2 (demo).pdf | Carrier estimate | v2 | CLM-2601 | Jake Morrison | 2026-06-24 | No | No | Yes | Not required |
| RoofOps360 estimate (demo).pdf | Contractor estimate | v3 | CLM-2601 | Jake Morrison | 2026-07-02 | Yes | Yes | Yes | Not required |
| Contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2601 | Jake Morrison | 2026-06-09 | Yes | No | No | Signed |
| Roof measurement report (demo).pdf | Roof measurements | v1 | CLM-2601 | Anthony Reed | 2026-06-09 | No | Yes | Yes | Not required |
| 24-point inspection report (demo).pdf | Inspection report | v1 | CLM-2601 | Anthony Reed | 2026-06-09 | Yes | Yes | Yes | Not required |
| Storm verification report 05-28-2026 (demo).pdf | Weather report | v1 | CLM-2601 | Angela Cruz | 2026-06-10 | No | Yes | Yes | Not required |
| IRC R905.2.8.5 code citation (demo).pdf | Building-code documentation | v1 | CLM-2601 | Angela Cruz | 2026-07-08 | No | Yes | Yes | Not required |
| City of Boerne permit (demo).pdf | Permit | v1 | CLM-2601 | Maria Santos | 2026-07-11 | No | Yes | Yes | Not required |
| Supplement package 1 (demo).pdf | Supplement package | v1 | CLM-2601 | Angela Cruz | 2026-07-14 | No | Yes | Yes | Not required |
| Carrier email — decking photos requested (demo).pdf | Carrier correspondence | v1 | CLM-2601 | Angela Cruz | 2026-07-22 | No | No | No | Not required |
| Mortgage endorsement packet (demo).pdf | Mortgage documents | v1 | CLM-2601 | Priya Nair | 2026-07-09 | Yes | No | No | Awaiting signature |
| Signed contract (demo).pdf | Signed contract | v1 | CLM-2601 | Jake Morrison | 2026-07-09 | Yes | No | No | Signed |
| Susan — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2602 | Angela Cruz | 2026-07-01 | Yes | Yes | Yes | Not required |
| Susan — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2602 | Angela Cruz | 2026-07-02 | No | No | No | Not required |
| Susan — inspection report (demo).pdf | Inspection report | v1 | CLM-2602 | Angela Cruz | 2026-07-03 | Yes | No | No | Not required |
| Susan — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2602 | Angela Cruz | 2026-07-04 | No | Yes | No | Signed |
| Doug — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2603 | Priya Nair | 2026-07-02 | Yes | Yes | Yes | Not required |
| Doug — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2603 | Priya Nair | 2026-07-03 | No | No | No | Not required |
| Doug — inspection report (demo).pdf | Inspection report | v1 | CLM-2603 | Priya Nair | 2026-07-04 | Yes | No | No | Not required |
| Doug — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2603 | Priya Nair | 2026-07-05 | No | Yes | No | Signed |
| Robert — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2604 | Dante Villareal | 2026-07-03 | Yes | Yes | Yes | Not required |
| Robert — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2604 | Dante Villareal | 2026-07-04 | No | No | No | Not required |
| Robert — inspection report (demo).pdf | Inspection report | v1 | CLM-2604 | Dante Villareal | 2026-07-05 | Yes | No | No | Not required |
| Robert — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2604 | Dante Villareal | 2026-07-06 | No | Yes | No | Signed |
| Lauren — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2605 | Angela Cruz | 2026-07-04 | Yes | Yes | Yes | Not required |
| Lauren — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2605 | Angela Cruz | 2026-07-05 | No | No | No | Not required |
| Lauren — inspection report (demo).pdf | Inspection report | v1 | CLM-2605 | Angela Cruz | 2026-07-06 | Yes | No | No | Not required |
| Lauren — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2605 | Angela Cruz | 2026-07-07 | No | Yes | No | Signed |
| Peter — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2606 | Priya Nair | 2026-07-05 | Yes | Yes | Yes | Not required |
| Peter — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2606 | Priya Nair | 2026-07-06 | No | No | No | Not required |
| Peter — inspection report (demo).pdf | Inspection report | v1 | CLM-2606 | Priya Nair | 2026-07-07 | Yes | No | No | Not required |
| Peter — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2606 | Priya Nair | 2026-07-08 | No | Yes | No | Signed |
| Yolanda — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2607 | Dante Villareal | 2026-07-06 | Yes | Yes | Yes | Not required |
| Yolanda — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2607 | Dante Villareal | 2026-07-07 | No | No | No | Not required |
| Yolanda — inspection report (demo).pdf | Inspection report | v1 | CLM-2607 | Dante Villareal | 2026-07-08 | Yes | No | No | Not required |
| Yolanda — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2607 | Dante Villareal | 2026-07-09 | No | Yes | No | Signed |
| Hector — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2608 | Angela Cruz | 2026-07-07 | Yes | Yes | Yes | Not required |
| Hector — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2608 | Angela Cruz | 2026-07-08 | No | No | No | Not required |
| Hector — inspection report (demo).pdf | Inspection report | v1 | CLM-2608 | Angela Cruz | 2026-07-09 | Yes | No | No | Not required |
| Hector — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2608 | Angela Cruz | 2026-07-10 | No | Yes | No | Signed |
| Bethany — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2609 | Priya Nair | 2026-07-08 | Yes | Yes | Yes | Not required |
| Bethany — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2609 | Priya Nair | 2026-07-09 | No | No | No | Not required |
| Bethany — inspection report (demo).pdf | Inspection report | v1 | CLM-2609 | Priya Nair | 2026-07-10 | Yes | No | No | Not required |
| Bethany — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2609 | Priya Nair | 2026-07-11 | No | Yes | No | Signed |
| Nathan — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2610 | Dante Villareal | 2026-07-09 | Yes | Yes | Yes | Not required |
| Nathan — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2610 | Dante Villareal | 2026-07-10 | No | No | No | Not required |
| Nathan — inspection report (demo).pdf | Inspection report | v1 | CLM-2610 | Dante Villareal | 2026-07-11 | Yes | No | No | Not required |
| Nathan — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2610 | Dante Villareal | 2026-07-12 | No | Yes | No | Signed |
| Michelle — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2611 | Angela Cruz | 2026-07-10 | Yes | Yes | Yes | Not required |
| Michelle — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2611 | Angela Cruz | 2026-07-11 | No | No | No | Not required |
| Michelle — inspection report (demo).pdf | Inspection report | v1 | CLM-2611 | Angela Cruz | 2026-07-12 | Yes | No | No | Not required |
| Michelle — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2611 | Angela Cruz | 2026-07-13 | No | Yes | No | Signed |
| Curtis — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2612 | Priya Nair | 2026-07-11 | Yes | Yes | Yes | Not required |
| Curtis — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2612 | Priya Nair | 2026-07-12 | No | No | No | Not required |
| Curtis — inspection report (demo).pdf | Inspection report | v1 | CLM-2612 | Priya Nair | 2026-07-13 | Yes | No | No | Not required |
| Curtis — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2612 | Priya Nair | 2026-07-14 | No | Yes | No | Signed |
| Kimberly — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2613 | Dante Villareal | 2026-07-12 | Yes | Yes | Yes | Not required |
| Kimberly — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2613 | Dante Villareal | 2026-07-13 | No | No | No | Not required |
| Kimberly — inspection report (demo).pdf | Inspection report | v1 | CLM-2613 | Dante Villareal | 2026-07-14 | Yes | No | No | Not required |
| Kimberly — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2613 | Dante Villareal | 2026-07-15 | No | Yes | No | Signed |
| Wes — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2614 | Angela Cruz | 2026-07-13 | Yes | Yes | Yes | Not required |
| Wes — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2614 | Angela Cruz | 2026-07-14 | No | No | No | Not required |
| Wes — inspection report (demo).pdf | Inspection report | v1 | CLM-2614 | Angela Cruz | 2026-07-15 | Yes | No | No | Not required |
| Wes — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2614 | Angela Cruz | 2026-07-16 | No | Yes | No | Signed |
| Greg — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2615 | Priya Nair | 2026-07-14 | Yes | Yes | Yes | Not required |
| Greg — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2615 | Priya Nair | 2026-07-15 | No | No | No | Not required |
| Greg — inspection report (demo).pdf | Inspection report | v1 | CLM-2615 | Priya Nair | 2026-07-16 | Yes | No | No | Not required |
| Greg — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2615 | Priya Nair | 2026-07-17 | No | Yes | No | Signed |
| Alicia — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2616 | Dante Villareal | 2026-07-15 | Yes | Yes | Yes | Not required |
| Alicia — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2616 | Dante Villareal | 2026-07-16 | No | No | No | Not required |
| Alicia — inspection report (demo).pdf | Inspection report | v1 | CLM-2616 | Dante Villareal | 2026-07-17 | Yes | No | No | Not required |
| Alicia — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2616 | Dante Villareal | 2026-07-18 | No | Yes | No | Signed |
| Bulverde — carrier estimate (demo).pdf | Carrier estimate | v1 | CLM-2617 | Angela Cruz | 2026-07-16 | Yes | Yes | Yes | Not required |
| Bulverde — contractor estimate (demo).pdf | Contractor estimate | v1 | CLM-2617 | Angela Cruz | 2026-07-17 | No | No | No | Not required |
| Bulverde — inspection report (demo).pdf | Inspection report | v1 | CLM-2617 | Angela Cruz | 2026-07-18 | Yes | No | No | Not required |
| Bulverde — signed contingency agreement (demo).pdf | Signed contingency agreement | v1 | CLM-2617 | Angela Cruz | 2026-07-19 | No | Yes | No | Signed |