SAMPLE CLAIM

Explore a read-only claim workspace with fictional data. Nothing is saved or sent.

1 claim • 1 AI trial • No credit card

SampleEstimate Review / RebuildXC-DEMO-1001

Jordan and Taylor Morgan

1847 Harbor View Drive, Charleston, SC 29412

Carrier Harbor Mutual InsuranceDate of loss Sep 14, 2026Peril Wind / HailAssigned Alex Carter

Fictional names, addresses, and phone numbers. Actions that would change a live claim stay disabled.

Claim snapshot

Counts and totals from this sample claim file. Verify before carrier or client use — fictional data only.

Damage photos

Documents

Contents items

Contents claimed value

$1,545

Staff-entered · unverified

Open tasks

Estimate net difference

$32,830

Agreements signed

Agreements pending

File readiness

Sample checklist — shows what setup and work look like on a live file.

Client portalReady
Policy reviewComplete
Estimate comparison reviewComplete
Damage photos & documentationComplete
Client communications setupReady

Closing a claim is disabled in the Sample Claim.

This action is disabled in the Sample Claim.

Claim phases

Intake CompleteComplete
Policy ReceivedComplete
Initial Inspection CompleteComplete
Damage Documentation CompleteComplete
Carrier Estimate ReceivedComplete
Estimate ReviewCurrent
Supplement / NegotiationUpcoming
RebuildUpcoming
Final DocumentationUpcoming
CloseoutUpcoming

Sample AI Claim Brief

Precomputed fictional brief. No model is called.

The claim is currently in Estimate Review following receipt of both carrier and contractor estimates.

The contractor estimate exceeds the carrier estimate by $32,830, with the largest variances concentrated in roofing, interior repairs, and general conditions.

Next actions

Review roofing scope variance.
Confirm omitted line items.
Prepare supplemental documentation.
Follow up with carrier adjuster.

Tasks

Upload signed representation agreement

Alex Carter · Due Sep 16, 2026

Completed

Review policy declarations

Alex Carter · Due Sep 17, 2026

Completed

Complete initial property inspection

Alex Carter · Due Sep 18, 2026

Completed

Upload contractor estimate

Alex Carter · Due Sep 24, 2026

Completed

Request mortgage information

Jordan Morgan · Due Sep 28, 2026

Completed

Review estimate variance

Alex Carter · Due Oct 2, 2026

Open

Request revised roofing scope

Alex Carter · Due Oct 3, 2026

Open

Follow up with carrier adjuster

Alex Carter · Due Oct 4, 2026

Open

This action is disabled in the Sample Claim.

Timeline

15 sample events

Sep 15, 2026, 9:10 AM

Claim created

Coastal Claims Group opened the Morgan wind and hail file.

Sep 15, 2026, 11:40 AM

Policy uploaded

Homeowners Policy.pdf added to the file.

Sep 16, 2026, 2:05 PM

Representation agreement signed

Signed Representation Agreement.pdf stored on the trial file.

Sep 18, 2026, 4:20 PM

Initial inspection completed

Roof, flashing, attic, and interior staining documented on site.

Sep 18, 2026, 5:05 PM

Damage photos uploaded

Representative roof, exterior, attic, and interior photos added.

Sep 19, 2026, 8:30 AM

AI photo review completed

Sample photo annotations recorded for the inspection set.

Sep 24, 2026, 1:15 PM

Contractor estimate uploaded

Repair scope totaling $117,450 added for comparison.

Sep 26, 2026, 10:00 AM

Carrier estimate received

Harbor Mutual issued an initial estimate of $84,620.

Sep 26, 2026, 3:45 PM

Estimate comparison completed

Sample comparison recorded a $32,830 difference.

Sep 27, 2026, 9:00 AM

Claim Brief updated

Sample AI Claim Brief refreshed after the estimate comparison.

Sep 29, 2026, 11:20 AM

Carrier adjuster contacted

Follow-up logged. No message was sent from this sample.

Sep 30, 2026, 8:40 AM

Voicemail logged

A sample voicemail entry was added to the communications history.

Oct 1, 2026, 1:10 PM

Client uploaded mortgage statement

Portal request Mortgage Statement marked received.

Oct 1, 2026, 1:12 PM

Document request completed

Contractor estimate and mortgage statement are both on file.

Oct 1, 2026, 4:30 PM

Supplement review task created

Open task: review the roofing scope variance before carrier follow-up.

Sample Claim Copilot

Saved sample questions only. Free-form prompts are disabled.

What should I do next?

The largest outstanding issue is the $32,830 estimate variance. Roofing accounts for $10,250 of that difference. Review roofing quantities, waste, underlayment, and flashing first.

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