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Industry Verticals

Vendors & adjusters

Vendors & adjusters — part of Claims & Public Adjusting.

This page is public — no account required to read features.

Part of Claims & Public Adjusting

Vendors & adjusters lives inside SerapisERP Claims & Public Adjusting. Coordination on the claim record.

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 vendors & adjusters 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

Vendors & adjusters

Coordination on the claim record.

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 Vendors & adjusters sold separately?

No. Vendors & adjusters 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 Vendors & adjusters?

Enable Claims & Public Adjusting for your organization, invite teammates with the right role, and use the product sidebar for that module family.

Does Vendors & adjusters 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.

Free to start · No credit card

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.