Connect Waypoint Claims to your Waypoint Claims Backend server. All AI calls are routed securely through the server — no client-side API keys required.
🔒 AI calls are proxied server-side. Your Anthropic key never leaves the server.
Welcome Back
Sign in to your Waypoint Claims account
👁
First time or forgot password? Set / Reset password
Waypoint Claims
Reassign Claim
×
—
Currently assigned to: —
Sample data. This is a built-in demonstration claim and cannot be reassigned. Reassignment is enabled for live claims only.
Name
Employee ID
Role
Set Your Password
Enter your invite code and create a secure password
👁
✗ At least 12 characters
✗ At least 1 uppercase letter
✗ At least 1 lowercase letter
✗ At least 1 number
✗ At least 1 symbol (!@#$%^&*)
👁
← Back to Sign In
Forgot password? Send reset email
Reset Your Password
Enter your Waypoint email and we will send a reset link
Set New Password
Enter your new password below
👁
👁
← Back to Sign In
End-to-end P&C claims platform
Every claim, FNOL to closure, in one system of record.
Waypoint Claims runs the full claims lifecycle for carriers, TPAs, and independent adjusting firms — intake, reserves, diary, compliance, payments, and reporting, on one multi-tenant platform with a complete audit trail.
The claim file
The whole claim, on one screen.
Loss facts, reserves, payments, diary, documents, and correspondence all live on the same record — so adjusters stop hunting across systems and every action is captured in one audit trail.
Everything in contextCoverage, exposures, and financials sit beside the notes and documents that drive them.
Correspondence built inLetters, two-way email, and claimant messaging — sent and tracked from the file.
Audit-ready by defaultEvery edit is timestamped and attributed, from first notice to closure.
Operations & workflow
Run the whole book, not just the file.
From first notice through closure, Waypoint moves volume — routing work to the right adjuster, keeping every jurisdiction’s clock, and screening every payment.
01
Intake & assignment at scaleFirst-party, third-party, and workers’ comp FNOL with triage, routing rules, and CAT-mode surge handling.
FNOL · Queue · CAT Mode · Call Center
02
Compliance that keeps itselfStatutory deadlines and SLAs tracked by jurisdiction, with dashboards that surface what’s at risk.
SLA · Prompt-Pay · Adjuster Performance
03
Controls before money movesOFAC screening, SIU referral, subrogation, and vendor management built into the flow.
OFAC · SIU · Subrogation · ISO · Bordereaux
Administrator portal
One platform. Many firms. Walled apart.
Run multiple organizations and clients from a single deployment — each tenant’s data isolated, each branded as their own, each staffed and licensed independently.
Tenant isolation by designStrict separation between orgs and clients, enforced at the data layer.
Roster, licenses & deploymentManage staff, track adjuster licenses, and route work automatically.
Policyholders follow their claim, send what’s needed, and reach the team — through a secure link, with no account to manage and nothing internal exposed.
Secure link accessNo password to create or forget; scoped to one claim.
Real-time statusA plain-language view of where things stand.
Upload anythingPhotos and documents land on the adjuster’s file.
Two-way, PII-safeMessaging and email with automatic PII screening.
Built for the people who close claims.
Sign in from the top of the page to reach your Waypoint Claims workspace.
Auto-calculated state deadlines · Bad faith risk indicators
Loading compliance deadlines…
📊 SLA Compliance Dashboard
Adjuster SLA performance · First contact, reserve, compliance deadlines · Super Admin, Admin, Manager only
—
First Contact ≤ 24hrs
—
Reserve Set ≤ 3 Days
—
ACK Letter ≤ State Req.
—
Missed Deadlines
SLA Performance by Adjuster
⚠️ Bad Faith Risk Indicators
No bad faith risks detected.
🔒 OFAC Screening
Screen claimants, insureds, and claim-contacts against the OFAC SDN list before issuing payment
Screen Individual or Entity
📋 Screening History
No screens run yet.
📄 Policyholder Declarations
View policy declarations pulled from carrier API · Read-only
🔌
Carrier API Integration
This page fetches live declarations from your carrier system via API. Enter a policy number above to retrieve declarations. Configure your API endpoint in Settings.
No policy loaded
Policy Declarations
—
—
Policy Status
Active
Effective Date
—
Expiration Date
—
Annual Premium
—
👤 Named Insured
Name—
Address—
Phone—
Email—
🏠 Property / Risk
Risk Address—
Property Type—
Year Built—
Construction—
Occupancy—
🛡️ Coverage Summary
Coverage
Coverage Limit
Deductible
Premium
Status
Loading coverage data…
📋 Endorsements & Conditions
No endorsements on file.
🏢 Agent / Broker
Agent Name—
Agency—
Phone—
Email—
🔌 Raw API Response
▼ Show
📄
No Policy Loaded
Enter a policy number above and click Fetch Declarations to retrieve policyholder information from your carrier API.
🔍 ISO Report Request
Request an ISO ClaimSearch report · One request per claim or policy
Request ISO Report
⚠️ ISO Report Already Requested
One request is allowed per claim or policy number. If you need assistance contact your Manager.
✅ ISO Report Requested
📋 Request History
No ISO requests yet.
Claims Inventory
Your assigned claims — use View Claims As to cover for another adjuster
Filters
First Party FNOL
First-party insured claim intake. AI triage and scoring runs automatically on submission.
Insured Information
✅ Loss location set to the insured address:
Policy & Agent Information
Loss Details
CLM-48291-0401-26
S. Rodriguez — Wind/Property Loss
Date of Loss: 03/31/2026State: TexasAdjuster: —Reserve: $15,200⚖️ ATTORNEY REPStatus:
New
Loss Details
Policy Info
File Notes
Diary
Statutory Requirements
Features / Reserves
Payments
Documents
Messages
Email
Letters
Claim Contacts
Audit Summary
QA / Closure
Invoicing
Claim Details
Insured
Claimant
Loss
Market / Bordereaux Fields
⚖️ Attorney Representation
No attorney representation on file.
Claim Emails
No emails on this claim yet.
Diary & Calendar Log
No documents attached.
⏱️ Statutory Requirements
Every statutory duty applicable to this claim, resolved against your organization's statute book. States update with the nightly sweep and live anchor dates. Rule accuracy is your organization's responsibility — seeded rules are a researched starting point, not legal advice; verify against primary sources in Settings.
Loading…
📎 Upload Document
📂
Click or drag & drop files here
PDF · JPG · PNG · TIFF · HEIC · DOC(X) · XLS(X) · CSV · TXT · Max 50MB
✅ Document uploaded successfully.
📁 Documents
No documents uploaded yet.
Customer Portal Messages
Two-way thread with the claimant via the customer portal. They are notified by email when you reply.
Select Letter Type
📩 Acknowledgment
📋 Request for Information
⚠️ Reservation of Rights
🚫 Coverage Denial
💰 Payment Tender
✅ Closure Letter
🏗️ Claim Contact Assignment
🎙️ Recorded Statement Notice
⚖️ Subrogation Demand
🏥 HIPAA Authorization
Auto-Populate From
Letter Details
Recipient
🔍
Claim Information
Letter Body
Edit the whole letter below the letterhead. The org letterhead (logo, name, address) stays as provisioned in the Admin Portal. This can't be switched back for this letter.
📄 Letter Preview
📄 Declarations Summary
Not Loaded
📄
No declarations loaded.
Policy Information
Basic Information
Policy Number
Policy Type
Effective Date
Expiration Date
Cancellation Date
Original Effective Date
Status
Insured
Name
Name
Address
Policy / Endorsements
No data to display
Additional Insured
No data to display
Agent
Name
Code
Address
Email
Phone
Financial / Underwriting Company
Mortgagee(s)
Underwriter
Financial Company
Updated Financial Company
Underwriting Company
Policy data is populated from FNOL intake or the carrier data-system API. Fields show "—" until that integration delivers data for this claim.
Claim History
Prior claims associated with this policy / insured. Click a claim number to open it.
Claim Number
Date of Loss
Loss Type
No prior claim history available.
Add File Note
No documents attached.
🔒 Notes are permanent and cannot be edited after saving
File Notes
No file notes yet. Add the first note above.
Only Adjusters can create payments.
💳 Create Payment
Encrypted. Required for 1099 reporting.
Payment will be logged to diary and audit trail
💰 Payment Recovery
Recovery will be logged to diary and audit trail
Recovery Reserve Ledger
Coverage
Recovery Reserve
Recovered
Remaining
No recovery reserves yet.
Recovery History
No recoveries recorded yet.
Payment History
No payments issued yet.
Features / Reserves
Reserve History
💵 Recoveries (Salvage / Subrogation)
No recoveries recorded.
Vendor Request Submitted — Your request has been sent to the Admin for approval.
Claim Contacts & Vendors
No claim contacts assigned yet.
Assign Claim Contact
Company Information
Contact Person 1
Contact Person 2
Use Request Vendor Approval to submit this contact to Admin for addition to the approved vendor list.
✅ QA Closure Checklist
All items must be checked before claim can be closed. Items marked ✅ are complete.
🛡️ Coverage Analysis
💰 Reserve vs. Payment Reconciliation
Coverage
Reserve
Payments
Remaining
Coverage A — Dwelling
$12,000
$0
$12,000
Coverage B — Structures
$1,800
$0
$1,800
Coverage D — ALE
$1,400
$0
$1,400
Total
$15,200
$0
$15,200
📝 Closure Notes
✉️ Letter Writing Package
Waypoint letterhead · Auto-populate from claim or contact · Download .html (opens in Word)
This letter composer now lives inside each claim, under the Letters tab. Open a claim to write letters.
⏳ Pending Vendor Requests 0
No pending requests.
Claim Contacts
Add and manage service providers — sorted alphabetically by company name
Add New Claim Contacts
Contact Person 1
Contact Person 2
No claim-contacts added yet. Click + Add Claim Contacts to get started.
Resources
Jurisdiction-specific claims handling timelines, statutes, and compliance resources
Third-party claimant filing against an insured. AI triage and scoring runs automatically on submission.
Insured Information
Policy & Agent Information
Claimant Information
Loss Details
Workers' Compensation — New Claim
Workers’ Comp FNOL intake. AI triage runs on submission via MAX oversight protocol.
👤 Injured Worker & Employer
📄 Policy & Agent Information
🏭 Incident Details
💊 Medical Management & Benefits
🤖 AI Workers' Comp Triage — MAX Protocol
Submit Workers’ Comp claim for AI-powered compensability analysis, TTD benefit calculation, medical management flags, litigation risk, and state compliance deadlines.
Workers’ Comp Quick Reference
🦺 Separate claim # prefix: WC-
⏱ First report of injury auto-filed
📅 TTD benefit period tracked by state
💊 Medical panel / MPN controls apply
📋 IME triggers at 90 days by default
⚖️ Litigation flags monitored via MAX
📊 AWW → benefit rate calculated by AI
Claim Compliance
Auto-calculated state deadlines from date of loss. Real-time deadline tracking for every open claim.
⚡ Instant Deadline Calculator
📋 Active Claim Compliance Auto-sorted by nearest deadline
Claim #
Insured / Claimant
State
DOL
Acknowledge By
Accept/Deny By
Pay By
Status
Days Until Next
🤖 AI Compliance Review — Ask Claude
Ask about any state's compliance requirements, penalty provisions, or get a compliance audit of the current diary.
Activate Bulk FNOL Upload to enable bulk FNOL intake, surge resource tracking, and catastrophe-specific workflows. Use for hurricanes, hailstorms, wildfires, floods, or any mass loss event.
🌀
CAT MODE ACTIVE
Event: —
Claims: 0FNOLs Today: 0
CAT Claims Open
0
FNOLs — Last 24h
0
Adjusters Deployed
0
Avg Severity
—
Est. Total Exposure
—
⚡ Bulk FNOL Upload Intake
Paste a list of claimants — one per line — in format: Name, Phone, Address. Claude will parse and create FNOLs automatically.
🗺️ Affected Areas
🤖 CAT AI Command
📊 Reports
Select one or multiple reports · Configure query fields · Run and export as Excel/CSV
Select Reports
Claims Operations
Reserve & Financial
Compliance
Workers' Comp
Diary & Calendar
QA & Quality
Premium Reports
Generate Bordereaux
Templates (recipient, columns) are configured in the Admin Portal.
Audit & Admin
No reports selected
Query Fields — Applied to All Selected Reports
Select reports to see query options
📊
Select one or more reports
Check any reports on the left, set your query fields, then click Run Report
📋 Assignment/Billing History
Review approved invoices and billing across all assignments you've worked
Select an assignment to view all approved invoices you submitted on that deployment.
No approved invoices yet. Your invoice history will appear here once your Manager approves your first invoice.
—
Assignment
—
Invoices
0
Date Range
—
Total Billed
$0.00
Invoice #
Claim #
Date
Insured's Name
Adjuster Pay
⚠ Your account is inactive. You can view your assignment history, but invoice PDFs and claim navigation are disabled. Contact your administrator to reactivate your account.
📓 Diary
Claim diary entries — timestamped and stamped by adjuster
Add Diary Entry
Filter
to
Summary
Diary Log — Overview
No diary entries yet. Add the first entry above.
📝 File Notes
Permanent timestamped notes — cannot be edited or deleted after saving
Add File Note
🔒 Notes are permanent once saved
Filter Notes
All File Notes
No file notes yet. Add the first note above.
Compose Email
License Required: This is a claim. Your license number must appear in your signature before sending.
Attach from Documents
Loading\u2026
Attach from Documents
Loading\u2026
Attach from Documents
Request New Vendor
Fill out the form below. Your request will be sent to the Admin for approval before the vendor is added to the system.
Request New Vendor
Fill out the form below. Your request will be sent to the Admin for approval before the vendor is added to the system.