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Claims Documentation

Complete Claim File Management for Insurance Professionals

Every document. Every note. Every communication. All in one place.

ECode Pro organizes every piece of a claim — photos, estimates, correspondence, diary entries, and payment records — into a single searchable file that every authorized party can access in real time.

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Claim File Dashboard
Total Documents
1,247
Uploaded Today
34
Pending Review
8
Avg File Size
42 docs
Recent Activity
Claim #4821
Engineering report uploaded
Just now
Claim #4798
Estimate revised — v3
10m ago
Claim #4812
Coverage letter attached
22m ago
Claim #4799
All documents complete
1hr ago
The Problem

Your Claim Files Are Scattered Across Email, Shared Drives, and Paper — and You Cannot Find What You Need When You Need It

In most claims organizations, the claim file exists in multiple places simultaneously. The estimate is in the adjuster's email. The photos are in a shared Google Drive folder. The diary notes are in a claims system. The payment records are in a separate accounting platform. The recorded statement is in a voicemail. When a carrier calls with a question, finding the answer requires checking five systems.

This fragmentation does not just create inefficiency — it creates risk. Missing documentation gets discovered during litigation. Incomplete files fail regulatory audits. Adjusters waste 30 to 45 minutes per claim searching for information that should be immediately available. Supervisors cannot review file quality without personally pulling documents from multiple sources.

ECode Pro centralizes every document, note, photo, communication, and record under the claim file — organized, searchable, and accessible to every authorized party in seconds.

Without ECode Pro

No central location for photos, estimates, and correspondence
Adjusters emailing documents to each other instead of filing them
Incomplete files discovered during audits or litigation
Carrier reviewers cannot access documents without calling the adjuster
Version control problems when estimates are revised multiple times
With ECode Pro: Complete, organized claim files accessible to every authorized party in real time.
Everything Included

Every Feature You Need

No add-ons. No hidden tiers. Everything below included with every ECode Pro subscription.

Structured Document Organization

Every document type has its own category — photos, estimates, correspondence, diary, payments, legal. Documents within each category are sorted chronologically and version-controlled automatically. No more hunting through a file dump.

Drag and Drop Upload

Adjusters upload documents by dragging them directly into the claim file from any device. Photos taken in the field upload from the mobile app in seconds. No emailing documents to yourself. No shared drives. Everything goes directly into the file.

Version Control

When an estimate is revised, the previous version is preserved and dated. Every version is visible with a clear audit trail showing what changed, who changed it, and when. Carriers always see the current version — and can review the history.

Role-Based Access

Carrier reviewers see documents without edit access. Adjusters see their assignments. Supervisors see everything. Vendors see payment status without touching the claim file. Permissions configured per user, per carrier, per claim type.

Full-Text Search

Search any document in any claim by keyword, date, party name, or document type. Find the recorded statement from 18 months ago in seconds. No more scrolling through hundreds of files.

Audit-Ready Export

Generate a complete, organized document package for any claim with a single export. Accepted format for carrier audits, litigation discovery, and regulatory examinations.

"

The carrier called wanting documentation for a bad faith question on a claim from two years ago. I pulled the complete file — every note, every letter, every photo, every diary entry — in about 90 seconds. Their attorney had nothing.

MW
Marcus W.
Senior Claims Manager
Customer Result

Zero Documentation Disputes in 14 Months

Pacific Adjusting Group handles complex commercial property claims averaging $280,000 in reserve. Before ECode Pro, their file management process involved a shared network drive, email attachments, and a claims system that stored notes but not documents. File completeness was inconsistent, and they experienced documentation disputes on roughly 12 percent of files going to litigation.

After implementing ECode Pro, complete file rates at first review jumped from 71 percent to 96 percent within 90 days. In 14 months of operation, they have had zero documentation disputes on files managed through the platform. Carrier audit preparation time has dropped from three days to under two hours.

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Frequently Asked Questions

Everything you need to know before your demo.

ECode Pro supports all standard document types: PDF, Word, Excel, JPEG, PNG, HEIC, MP4, MP3, and more. There are no storage limits per claim — large commercial files with hundreds of documents and high-resolution photos are handled without issue.
Yes. Carriers can be granted read-only access to specific claim files or to all claims under their account. They see the current documents and notes without the ability to edit. This eliminates the constant document request calls that slow down claims.
When a revised estimate is uploaded, ECode Pro automatically archives the previous version with a date stamp. All versions remain visible in the file history. The current version is clearly marked. No versions are ever deleted or overwritten.
Yes. The ECode Pro mobile app gives field adjusters full access to their claim files — they can view all documents, upload photos directly from the camera, add notes, and complete diary entries from any mobile device.
Closed claim files are retained according to your configured retention policy. Standard retention is seven years, which satisfies regulatory requirements in all states. Files remain searchable and exportable throughout the retention period.

See the Claim File in Action

Book a 30-minute demo and see how ECode Pro organizes a complete claim file from FNOL to close.

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