Industry Verticals
Claim Evaluator
Claim Evaluator — part of Claims & Public Adjusting.
This page is public — no account required to read features.
Part of Claims & Public Adjusting
Claim Evaluator lives inside SerapisERP Claims & Public Adjusting. Public evaluation funnels with tokens.
Every record is organization-scoped. Roles use None / View / Edit / Manage on the parent module so people only see what their job needs. Toggle Claims & Public Adjusting on for orgs that need it — leave it off for everyone else.
Because claim evaluator sits in the same suite as sales, calling, marketing, and finance, the same client or job account can carry commercial and operational context without re-keying.
Capabilities
Claim Evaluator
Public evaluation funnels with tokens.
Organization tenancy
Data is isolated per organization — no shared demo bleed across customers.
Role-gated access
Access is controlled through Claims & Public Adjusting permissions (None / View / Edit / Manage).
Cross-module context
Works next to CRM, calling, and finance when those modules are enabled for the org.
FAQ
Is Claim Evaluator sold separately?
No. Claim Evaluator is part of Claims & Public Adjusting. Platform modules are free to enable; optional usage (AI, SMS, voice, email delivery) is metered at provider cost + 12.5%.
How do I open Claim Evaluator?
Enable Claims & Public Adjusting for your organization, invite teammates with the right role, and use the product sidebar for that module family.
Does Claim Evaluator share contacts with sales?
When Sales CRM (and other modules) are on for the same organization, records share the same org graph — that is the all-in-one thesis.
One command deck. Every department.
Create your organization, switch on the modules you need, invite your team with the right roles — and get back to running the business.