Agent-first
Point your AI at your claims.
AdjustCRM is built so your own AI assistant can work directly in the system — so you don’t have to. Connect Claude (or any MCP client), and it reads your claims, updates them, manages your tasks and contacts, and — when you allow it — talks to policyholders and sends documents for signature. On your AI subscription, over secure OAuth, locked to your team.
Your agent
Bring the assistant you already use. We don’t lock you into ours.
Your tokens
It runs on your AI subscription. No per-message fees from us, no surprise AI bill.
Our system of record
AdjustCRM stays the source of truth. Everything the agent does is logged and shows on the claim.
Connect it in about a minute
- 1In AdjustCRM, go to Settings → AI Access and copy your connection URL.
- 2In Claude, open Settings → Connectors → Add custom connector and paste it in.
- 3Click Connect — you’ll be sent back to AdjustCRM to approve access.
- 4That’s it. Ask your assistant to “show my open claims” and you’re working.
What it can do
Run a claim end to end
Intake a claim, set the loss details and claim number, move it through your pipeline, assign it, and keep tasks and notes current.
Keep the record straight
Read deadlines, documents, and photos; tag and organize the field photos your team captured; pull up who’s on the claim.
Talk to policyholders
Message the client on a claim, invite them to the secure portal, and keep the conversation on the record — when you allow it.
Send for signature
Send an AOB or any document for e-signature without leaving the chat — when you allow it.
Make it good on day one
Download the free Agent Skills pack — six ready-made instruction sets that teach your assistant to run intake, triage deadlines, log inspections, and review your book. Drop one into Claude and go.
Download the Skills pack (.zip)Or build your own
Not using a chat assistant? Everything the agent can do is also a REST API with a published OpenAPI spec — connect scripts, automations, or your own tools with a scoped API key. Included, no add-on fee.
GET /api/v1/claimsYou hold the on-switch
An assistant reads a lot of text you don’t control — inbound portal messages, forwarded emails. So the things that reach your clients or spend money stay off until you turn them on.
- Read and internal updates are on by default — the safe stuff.
- Outward actions (messaging clients, portal invites, e-sign) are off until you flip one switch per connection.
- Revoke access anytime. Every action is logged and shows on the claim timeline.
- Your data is locked to your team by the database — never another firm’s.
Questions
Whose AI is this — do I pay for the tokens?
Yours. You connect your own assistant (Claude, and other MCP clients) running on your own subscription. AdjustCRM is the system of record — we don’t run the AI or charge for its usage. Your agent, your tokens, our data.
Is there an API key to set up?
No. Connecting uses secure OAuth — the same way you’d connect any modern app. There’s no key to paste or store. You approve access from inside AdjustCRM and can revoke it anytime in Settings → AI Access.
Can the assistant email my clients or send documents without me knowing?
Not unless you turn that on. Out of the box the assistant can read and make internal updates only. Outward actions — messaging policyholders, portal invites, e-signatures — are off by default and enabled per connection with one switch. You hold the on-switch.
Can it see other firms’ data?
No. Every request is locked to your team by the database itself, not just the app. The assistant is scoped to your claims and nothing else.
Let your AI do the busywork.
Start a free trial, connect your assistant, and run your next claim from the chat.