A secure PIN client portal for property claim updates
Give policyholders a browser-based web portal to complete client-visible tasks, upload evidence, review agreements, and manage notification preferences — without exposing internal staff work.
Built for public adjusters, independent adjusters, and small claim teams.
Secure access your team controls
- Per-claim portal PIN and phone access code are set by staff — not included in automated portal-link SMS.
- Clients open a personal portal URL in a web browser; there is no separate client mobile app.
- Portal sessions are scoped to one claim file at a time.
Client-visible work and uploads
- Outstanding items on the portal checklist are client-visible tasks your team assigns — internal staff tasks stay out of the portal.
- Clients upload photos and documents that attach to the claim file for staff review.
- Claim timeline and history show client-appropriate activity — not internal notes or staff review queues.
Agreements, preferences, and communication
- When enabled, clients must open the agreement PDF before the sign action becomes available.
- Clients can manage SMS and email notification preferences when those channels are enabled for the workspace.
- Portal-link SMS sends the URL only — never the portal PIN or phone access code.
What clients can and cannot see
Clients can see
- Client-visible outstanding items and upload requests
- Documents and photos they submitted through the portal
- Agreement PDFs staff add for review and signature
- Claim timeline entries appropriate for client visibility
- SMS and email notification preference controls when enabled
Clients cannot see
- Internal staff notes and staff-only tasks
- AI Claim Briefs and human review inbox items
- Internal estimate comparison outputs before staff share them
- Staff billing, team, or workspace administration
Portal expectations
XactaClaim provides organization, automation, document review, and AI-assisted analysis tools. It does not provide legal advice, insurance coverage determinations, claim payment guarantees, or professional adjusting services. Outputs should be reviewed by qualified professionals.
Portal agreement signing is a beta workflow — not a full e-signature platform. Availability depends on plan, workspace setup, and staff configuration.
Frequently asked questions
Give clients a clearer way to respond
Start with Solo or book a demo to see portal setup, client-visible tasks, and notification preferences in your workflow.