For insurance appraisers

Control the case. Produce the documents. Recover the revenue.

One disciplined workflow from the moment a case is assigned to the moment the invoice goes out. Every detail captured. Every document branded. Every dollar billed.

01Capture

Control the case

Hold every detail from the moment a case is assigned. Pipeline visibility, smart scheduling, public booking, and workflow automations keep the file moving without manual chasing.

Pipeline

Every case visible at a glance

Active files grouped by status with notification counts on each. Filter by carrier, umpire, tag, or aging. The pipeline tells you what to work on next.

Smart scheduling

Eliminate travel dead-time between inspections

Zone-aware booking with Google Routes travel-time math. Slot scoring shows which times keep your day efficient. Same-day uses real-time traffic, future days use historical averages.

Public booking

Let opposing appraisers book themselves

Send a self-service link. They pick a slot that fits your zones and traffic. You approve before it lands on your calendar. No phone tag.

Workflow automations

Status updates that fire on your schedule

Build templates once. Status changes, dates, and milestones trigger emails, follow-ups, and reminders automatically, to the right party every time.

02Generate

Produce the documents

Award letters, panel declarations, reports, and invoices generated straight from the case file. Branded with your firm name. AI removes the typing without removing your judgment.

Award letters & panel decs

Branded documents in seconds

Carbone-driven templates pull the case data. Your firm branding, your firm name, your signature. Every document, every time. No more rebuilds from old files.

Reports

Dictate bullets. Get polished prose.

Speak the findings into your phone. AI Polish returns professional report language tuned to insurance appraisal vocabulary. You stay the expert, the typing goes away.

E-signatures

Signatures without the printer-scanner

SignWell-powered signing inside the case. Watch the panel sign in order. Signed PDFs save to the case automatically and distribute to all parties.

03Bill

Recover the revenue

Time, mileage, and document touches captured as the work happens. Multi-recipient invoicing routes the bill to the right party. Accounting webhooks push it where your books live.

Time & mileage

Capture every minute, every mile, automatically

Timer on the case. Mileage calculated from the inspection address. Manual entries when you need them. Nothing leaks between the work and the invoice.

Multi-recipient billing

Bill the right party: carrier, insured, TPA, attorney

Save billing recipients per case. Switch between carrier and TPA in two clicks. Invoice templates adapt the bill-to block automatically.

Accounting webhooks

Push to QuickBooks, Xero, or anywhere

Generate the invoice in AwardLettr, the data flows to your accounting system via webhook. External invoice numbers supported for two-phase QuickBooks and Xero workflows.

Financials report

Know what you have earned and what is pending

Pending revenue from time entries times your rate sheet. Earned revenue from closed cases. CSV export. Real numbers, not a spreadsheet you have to maintain.

Headline feature · PDF to ESX

Convert opposing estimates from PDF to Xactimate ESX automatically.

Drop in the carrier or insured estimate PDF. A six-phase matching pipeline reads it, text or scanned, and codes every line item against the Xactimate catalog.

Estimate conversion
highland-park-estimate.pdfestimate.esx6-phase match
  • Remove & replace laminated comp. shinglesRFG 240 · 98%
  • Ridge cap, composition shinglesRFG RIDGC · 96%
  • Drip edge, 5" galvanized steelRFG DREDG · 94%
  • R&R gutter / downspout, aluminumGUTAL 5 · 92%
  • 1/2" drywall, hung, taped, floatedDRY 1/2 · 99%
  • Paint the walls, two coatsPNT 2 · 97%
42 items · 98% avg confidence
Export ESXDownload CSV

You get an ESX file ready to import into Xactimate Online, or the same coded line items as a CSV for Xactimate Desktop or Excel. Hours of manual line-by-line re-entry gone. No other appraisal platform does this.

Jaxson AI co-pilot

Draft and polish without leaving the case.

Built for insurance appraisers, not generic chat. Jaxson knows your case context. It drafts award language, polishes status updates, and answers procedural questions in your voice.

Jaxson · CLM-2026-0412
Draft the award cover letter for the Whitaker roof claim.
Draft ready. It pulls the agreed RCV of $48,210 and both panel signatures from the file. Attach the itemized award?
What’s next

The roadmap is short. The shipping cadence is fast.

  1. Mobile field appIn developmentLate 2026
  2. Voice-driven AI command agentPlannedLate 2026
The 30-minute decision

Run your practice on AwardLettr.

A 30-minute walkthrough of the platform, built around the workflow you actually run. No slides. No pitch. Just where the leakage is hiding.

Guided onboarding · No contracts · Cancel anytime
Appraisal Management Features | AwardLettr