Claim Guardians

ClaimsCalQL8ter

Internal Claims Operations Platform

Claim Workspace

2: NC25-0104654

Mary Barlow

open

Claim Guardians Workspaces

We are splitting the claim into two connected work areas so staff can stay oriented: one side for claim handling, one side for money movement and payout control.

Active Workspace

Claim Operations

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Claim Information Carrier Estimates Carrier Payments & Checks Adjustments & Credits Vendors & Contractors

Total Paid / Received

$1,179.82

Total Vendor Invoices

$6,845.00

Total Allocated

$117.98

Remaining Recoverable Depreciation

$430.33

Carrier Total Estimates

$2,179.82

Estimated PA Fee (IFDA)

$117.98

Mitigation Invoice Total

$0.00

Abatement Invoice Total

$0.00

Rebuild Invoice Total

$6,845.00

Contents Invoice Total

$0.00

Claim Information

Core identifiers and claim metadata for internal tracking.

Claim Number*

Insured Name*

Property Address*

Carrier Directory

Carrier Name

Date of Loss

Contract Date

Claim Status

Last Status Review

Last reviewed: 2026-05-25

We will flag this claim if status has not been reviewed in 30 days.

Public Adjuster Fee %

Used to estimate PA fee based on collected funds.

Has Mortgage Company?

Yes, mortgage company involved

Toggle if any check includes a mortgage endorsement.

Mortgage Company Name

Coverage Limits

Coverage A - Dwelling

Coverage B - Other Structures

Coverage C - Contents

Coverage D - ALE

Ordinance or Law

Other Coverage

Carrier Directory

Add New Carrier

Directory entries (0)

No carriers in the directory yet.

Internal Notes

Carrier Estimates

Log each carrier estimate by type. Mark entries as original or supplemental. Totals auto-calculate, and positive estimate entries now start an expected-check workflow in the Escrow workspace.

Current Total RCV (Auto)

Sum of all estimate entries.

Current Total Depreciation (Auto)

Sum of all estimate entries.

Non-Recoverable Depreciation

Estimate Type Directory

Add Estimate Type

Category

Directory entries (0)

No estimate types added yet.

Estimate Entries

Use “Supplemental” for add-on amounts. Use negative numbers for reductions.

Deductible (Claim-Level)

Applies to the full claim, not a single entry.

Deductible Returned

Use this when the carrier later returns a deductible that was taken twice.

Returned Date

Deductible Applied (Entries)

$1,000.00

Claim deductible: $1,000.00

Latest entry date: 2016-05-16

Estimate Entry 1

Use one numbered block for each original estimate or supplemental carrier revision.

Entry Type

Estimate Type*

Category

Entry Date

Estimate RCV

Estimate Depreciation

Deductible Applied

Use if the carrier took the deductible from this estimate.

Notes

Totals

Entry RCV: $2,179.82

Entry Dep: $430.33

Deductible Applied: $1,000.00

Running RCV: +$2,179.82

Running Dep: +$430.33

Adjustments & Credits

Optional adjustments that impact net claim position.

Prepaid From Another Account

Use the prepaid fields below when this claim was paid from a different escrow account or operating account before this claim’s own carrier funds arrived. The Money Flow page will subtract those advances and show whether this claim is still negative.

Salvage Credit

Salvage Credit Date

Prepaid From Other Escrow To Vendor

Vendor Advance Date

Prepaid From Other Escrow To Homeowner

Homeowner Advance Date

Other Fees or Credits

Other Fees/Credits Date

Custom Adjustment Label

Custom Adjustment Amount

Custom Adjustment Date

Carrier Payments & Checks

Track every carrier check, IFDA fee, and where the net funds go.

Use Manual Total Received Override

Enable manual override

Toggle to override calculated total received amount from checks.

Manual Total Received

Used only when manual override is enabled.

Payment 1

Check 6658455

Payment Date

Payment Method

Payment Type

Check #

Gross Amount

Intended Bucket

Payee Type

Vendor (if payee = vendor)

IFDA %

IFDA Signed Date

Apply IFDA Fee

Apply fee

Net to Payee

$1,061.84

CGPA Fee Transfer

IFDA authorizes the fee. Record the transfer here once the fee has actually left escrow and been moved into the CGPA operating account.

Fee Moved To CGPA

How much of this check has already been transferred from CGPA escrow into the main operating account.

Fee Transfer Date

Fee Still In Escrow

$0.00

Special Handling

Use this when a carrier check never goes through CGPA escrow, such as when the check is endorsed over to the homeowner and your fee is collected separately.

Handling Flow

Endorsed To Homeowner Date

Fee Collection Method

Fee Collection Reference

Deposit Status

Includes Mortgage

Yes

Includes Insured

Yes

Includes PA

Yes

Check Notes

Current Custody

This section now reads from the latest custody event. Use the custody history below as the single movement log for the check.

Current Status

in office escrow

As Of

2025-12-16

Current Holder / Detail

Truist

Current Notes

Deposited check into Truist Escrow acct

Current Fund Split

Read-only summary from Money Flow showing where each part of the check currently sits.

Piece	Amount	Current Location
CGPA Fee	$117.98	Paid to CGPA
Other	$1,061.84	Office Escrow

Custody History

The latest dated event here drives the current custody summary above.

Custody Event 1

Use these numbered events as the dated handoff history for this check.

Event Date

Status

Location Detail

Notes

Custody Event 2

Use these numbered events as the dated handoff history for this check.

Event Date

Status

Location Detail

Notes

Custody Event 3

Use these numbered events as the dated handoff history for this check.

Event Date

Status

Location Detail

Notes

Total Received

$1,179.82

Pending Endorsement

$0.00

Checks w/ Mortgage

$0.00

Vendors & Contractors

Use Vendor Directory to add companies. Use this section to enter a vendor estimate or invoice for this specific claim.

Filter by Vendor Type

Filter by Category

Vendor Directory

Add vendors here once, then select them below when entering an estimate for a claim.

Add Vendor to Directory

Default Vendor Type

Default Category

Directory entries (0)

No vendors in the directory yet.

Claim Vendor Estimates

Select a vendor from the directory, then enter that vendor's estimate or invoice for this claim.

Vendor Estimate 1

Evergreen Roofing & Restoration · invoice dated 2025-10-28

Select Vendor from Directory

Vendor Name*

Vendor Type

Category Bucket

Assigned Date

Invoice Date

Invoice Amount

Total after adjustment: $6,845.00.

Invoice Adjustment

Remaining Owed

$6,845.00

Payment Priority

Notes

Invoice total includes adjustment.

Total Invoices

$6,845.00

Total Paid

$0.00

Total Pending

$0.00

Category Subtotals

mitigation

$0.00

abatement

$0.00

rebuild

$6,845.00

contents

$0.00

ALE

$0.00

specialty trade

$0.00

investigation

$0.00

other

$0.00

Warnings

No warnings detected.

Carrier Estimate

Latest Revision DateMay 16, 2016

Mitigation RCV$0.00

Rebuild RCV$2,179.82

Abatement RCV$0.00

Contents RCV$0.00

Other RCV$0.00

Total RCV$2,179.82

Mitigation Depreciation$0.00

Rebuild Depreciation$430.33

Abatement Depreciation$0.00

Contents Depreciation$0.00

Other Depreciation$0.00

Total Depreciation$430.33

Non-Recoverable Depreciation$0.00

ACV$1,749.49

Deductible$1,000.00

Deductible Applied$1,000.00

Deductible Returned$0.00

Extra Deductible Outstanding$0.00

Net Claim After Deductible$1,179.82

Payments & Checks

Total Received$1,179.82

ACV Payments$1,179.82

Depreciation Releases$0.00

ALE Payments$0.00

Contents Payments$0.00

Supplements$0.00

Other$0.00

Checks w/ Mortgage$0.00

Pending Endorsement$0.00

Deposited$1,179.82

Pending$0.00

IFDA / Fee Distribution

Total IFDA Fee$117.98

Net to Vendors$0.00

Net to Insured$0.00

Net to Mortgage$0.00

Net to Other$1,061.84

Depreciation

Total Depreciation$430.33

Depreciation Paid$0.00

Remaining Recoverable$430.33

Non-Recoverable$0.00

Mitigation Bucket

Mitigation Vendor Invoices$0.00

Mitigation Paid (IFDA)$0.00

Mitigation Unpaid$0.00

Abatement Bucket

Abatement Vendor Invoices$0.00

Abatement Paid (IFDA)$0.00

Abatement Unpaid$0.00

Rebuild Bucket

Rebuild Vendor Invoices$6,845.00

Rebuild Paid (IFDA)$0.00

Rebuild Unpaid$6,845.00

Contents Bucket

Contents Vendor Invoices$0.00

Contents Payments$0.00

ALE Bucket

ALE Payments$0.00

Specialty / Other Vendors

Specialty Trade$0.00

Investigation$0.00

Other$0.00

Vendor Master

Total Vendor Invoices$6,845.00

Total Vendor Paid$0.00

Total Vendor Pending$0.00

Total Vendor Unpaid$6,845.00

Homeowner

Homeowner Disbursed$0.00

IFDA Net to Insured$0.00

Homeowner Credits$0.00

Pending Homeowner Release$0.00

Estimated Homeowner Position$1,061.84

Mortgage Company

Checks Sent to Mortgage$0.00

IFDA Net to Mortgage$0.00

Released by Mortgage$0.00

Release Date—

Mortgage Holdback$0.00

Holdback Date—

Public Adjuster Fee

Fee Percent10%

Fee Basis (IFDA Checks)$1,179.82

Estimated Fee$117.98

Held / Escrow / Reserved Funds

Escrow or Held Funds$0.00

Pending Endorsement Funds$0.00

Reserved Funds$0.00

Mortgage Processing Funds$0.00

Unallocated Funds

Total Received$1,179.82

Minus PA Fee$117.98

Minus Vendor Paid (IFDA)$0.00

Minus Homeowner Disbursed$0.00

Minus Mortgage Reserved$0.00

Minus Held Funds$0.00

Resulting Unallocated$1,061.84

Claim Gap / Shortfall

Total Claim Costs$6,845.00

Net Claim After Deductible$1,179.82

Gap / Shortfall$5,665.18

Payment vs Cost Difference-$5,665.18

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Claim Guardians

ClaimsCalQL8ter

Internal Claims Operations Platform

Claim Workspace

2: NC25-0104654

Mary Barlow

open

Claim Guardians Workspaces

We are splitting the claim into two connected work areas so staff can stay oriented: one side for claim handling, one side for money movement and payout control.

Active Workspace

Claim Operations

All changes saved

Jump to Section

Claim Information Carrier Estimates Carrier Payments & Checks Adjustments & Credits Vendors & Contractors

Total Paid / Received

$1,179.82

Total Vendor Invoices

$6,845.00

Total Allocated

$117.98

Remaining Recoverable Depreciation

$430.33

Carrier Total Estimates

$2,179.82

Estimated PA Fee (IFDA)

$117.98

Mitigation Invoice Total

$0.00

Abatement Invoice Total

$0.00

Rebuild Invoice Total

$6,845.00

Contents Invoice Total

$0.00

Claim Information

Core identifiers and claim metadata for internal tracking.

Claim Number*

Insured Name*

Property Address*

Carrier Directory

Carrier Name

Date of Loss

Contract Date

Claim Status

Last Status Review

Last reviewed: 2026-05-25

We will flag this claim if status has not been reviewed in 30 days.

Public Adjuster Fee %

Used to estimate PA fee based on collected funds.

Has Mortgage Company?

Yes, mortgage company involved

Toggle if any check includes a mortgage endorsement.

Mortgage Company Name

Coverage Limits

Coverage A - Dwelling

Coverage B - Other Structures

Coverage C - Contents

Coverage D - ALE

Ordinance or Law

Other Coverage

Carrier Directory

Add New Carrier

Directory entries (0)

No carriers in the directory yet.

Internal Notes

Carrier Estimates

Log each carrier estimate by type. Mark entries as original or supplemental. Totals auto-calculate, and positive estimate entries now start an expected-check workflow in the Escrow workspace.

Current Total RCV (Auto)

Sum of all estimate entries.

Current Total Depreciation (Auto)

Sum of all estimate entries.

Non-Recoverable Depreciation

Estimate Type Directory

Add Estimate Type

Category

Directory entries (0)

No estimate types added yet.

Estimate Entries

Use “Supplemental” for add-on amounts. Use negative numbers for reductions.

Deductible (Claim-Level)

Applies to the full claim, not a single entry.

Deductible Returned

Use this when the carrier later returns a deductible that was taken twice.

Returned Date

Deductible Applied (Entries)

$1,000.00

Claim deductible: $1,000.00

Latest entry date: 2016-05-16

Estimate Entry 1

Use one numbered block for each original estimate or supplemental carrier revision.

Entry Type

Estimate Type*

Category

Entry Date

Estimate RCV

Estimate Depreciation

Deductible Applied

Use if the carrier took the deductible from this estimate.

Notes

Totals

Entry RCV: $2,179.82

Entry Dep: $430.33

Deductible Applied: $1,000.00

Running RCV: +$2,179.82

Running Dep: +$430.33

Adjustments & Credits

Optional adjustments that impact net claim position.

Prepaid From Another Account

Salvage Credit

Salvage Credit Date

Prepaid From Other Escrow To Vendor

Vendor Advance Date

Prepaid From Other Escrow To Homeowner

Homeowner Advance Date

Other Fees or Credits

Other Fees/Credits Date

Custom Adjustment Label

Custom Adjustment Amount

Custom Adjustment Date

Carrier Payments & Checks

Track every carrier check, IFDA fee, and where the net funds go.

Use Manual Total Received Override

Enable manual override

Toggle to override calculated total received amount from checks.

Manual Total Received

Used only when manual override is enabled.

Payment 1

Check 6658455

Payment Date

Payment Method

Payment Type

Check #

Gross Amount

Intended Bucket

Payee Type

Vendor (if payee = vendor)

IFDA %

IFDA Signed Date

Apply IFDA Fee

Apply fee

Net to Payee

$1,061.84

CGPA Fee Transfer

IFDA authorizes the fee. Record the transfer here once the fee has actually left escrow and been moved into the CGPA operating account.

Fee Moved To CGPA

How much of this check has already been transferred from CGPA escrow into the main operating account.

Fee Transfer Date

Fee Still In Escrow

$0.00

Special Handling

Use this when a carrier check never goes through CGPA escrow, such as when the check is endorsed over to the homeowner and your fee is collected separately.

Handling Flow

Endorsed To Homeowner Date

Fee Collection Method

Fee Collection Reference

Deposit Status

Includes Mortgage

Yes

Includes Insured

Yes

Includes PA

Yes

Check Notes

Current Custody

This section now reads from the latest custody event. Use the custody history below as the single movement log for the check.

Current Status

in office escrow

As Of

2025-12-16

Current Holder / Detail

Truist

Current Notes

Deposited check into Truist Escrow acct

Current Fund Split

Read-only summary from Money Flow showing where each part of the check currently sits.

Piece	Amount	Current Location
CGPA Fee	$117.98	Paid to CGPA
Other	$1,061.84	Office Escrow

Custody History

The latest dated event here drives the current custody summary above.

Custody Event 1

Use these numbered events as the dated handoff history for this check.

Event Date

Status

Location Detail

Notes

Custody Event 2

Use these numbered events as the dated handoff history for this check.

Event Date

Status

Location Detail

Notes

Custody Event 3

Use these numbered events as the dated handoff history for this check.

Event Date

Status

Location Detail

Notes

Total Received

$1,179.82

Pending Endorsement

$0.00

Checks w/ Mortgage

$0.00

Vendors & Contractors

Use Vendor Directory to add companies. Use this section to enter a vendor estimate or invoice for this specific claim.

Filter by Vendor Type

Filter by Category

Vendor Directory

Add vendors here once, then select them below when entering an estimate for a claim.

Add Vendor to Directory

Default Vendor Type

Default Category

Directory entries (0)

No vendors in the directory yet.

Claim Vendor Estimates

Select a vendor from the directory, then enter that vendor's estimate or invoice for this claim.

Vendor Estimate 1

Evergreen Roofing & Restoration · invoice dated 2025-10-28

Select Vendor from Directory

Vendor Name*

Vendor Type

Category Bucket

Assigned Date

Invoice Date

Invoice Amount

Total after adjustment: $6,845.00.

Invoice Adjustment

Remaining Owed

$6,845.00

Payment Priority

Notes

Invoice total includes adjustment.

Total Invoices

$6,845.00

Total Paid

$0.00

Total Pending

$0.00

Category Subtotals

mitigation

$0.00

abatement

$0.00

rebuild

$6,845.00

contents

$0.00

ALE

$0.00

specialty trade

$0.00

investigation

$0.00

other

$0.00

Warnings

No warnings detected.

Carrier Estimate

Latest Revision DateMay 16, 2016

Mitigation RCV$0.00

Rebuild RCV$2,179.82

Abatement RCV$0.00

Contents RCV$0.00

Other RCV$0.00

Total RCV$2,179.82

Mitigation Depreciation$0.00

Rebuild Depreciation$430.33

Abatement Depreciation$0.00

Contents Depreciation$0.00

Other Depreciation$0.00

Total Depreciation$430.33

Non-Recoverable Depreciation$0.00

ACV$1,749.49

Deductible$1,000.00

Deductible Applied$1,000.00

Deductible Returned$0.00

Extra Deductible Outstanding$0.00

Net Claim After Deductible$1,179.82

Payments & Checks

Total Received$1,179.82

ACV Payments$1,179.82

Depreciation Releases$0.00

ALE Payments$0.00

Contents Payments$0.00

Supplements$0.00

Other$0.00

Checks w/ Mortgage$0.00

Pending Endorsement$0.00

Deposited$1,179.82

Pending$0.00

IFDA / Fee Distribution

Total IFDA Fee$117.98

Net to Vendors$0.00

Net to Insured$0.00

Net to Mortgage$0.00

Net to Other$1,061.84

Depreciation

Total Depreciation$430.33

Depreciation Paid$0.00

Remaining Recoverable$430.33

Non-Recoverable$0.00

Mitigation Bucket

Mitigation Vendor Invoices$0.00

Mitigation Paid (IFDA)$0.00

Mitigation Unpaid$0.00

Abatement Bucket

Abatement Vendor Invoices$0.00

Abatement Paid (IFDA)$0.00

Abatement Unpaid$0.00

Rebuild Bucket

Rebuild Vendor Invoices$6,845.00

Rebuild Paid (IFDA)$0.00

Rebuild Unpaid$6,845.00

Contents Bucket

Contents Vendor Invoices$0.00

Contents Payments$0.00

ALE Bucket

ALE Payments$0.00

Specialty / Other Vendors

Specialty Trade$0.00

Investigation$0.00

Other$0.00

Vendor Master

Total Vendor Invoices$6,845.00

Total Vendor Paid$0.00

Total Vendor Pending$0.00

Total Vendor Unpaid$6,845.00

Homeowner

Homeowner Disbursed$0.00

IFDA Net to Insured$0.00

Homeowner Credits$0.00

Pending Homeowner Release$0.00

Estimated Homeowner Position$1,061.84

Mortgage Company

Checks Sent to Mortgage$0.00

IFDA Net to Mortgage$0.00

Released by Mortgage$0.00

Release Date—

Mortgage Holdback$0.00

Holdback Date—

Public Adjuster Fee

Fee Percent10%

Fee Basis (IFDA Checks)$1,179.82

Estimated Fee$117.98

Held / Escrow / Reserved Funds

Escrow or Held Funds$0.00

Pending Endorsement Funds$0.00

Reserved Funds$0.00

Mortgage Processing Funds$0.00

Unallocated Funds

Total Received$1,179.82

Minus PA Fee$117.98

Minus Vendor Paid (IFDA)$0.00

Minus Homeowner Disbursed$0.00

Minus Mortgage Reserved$0.00

Minus Held Funds$0.00

Resulting Unallocated$1,061.84

Claim Gap / Shortfall

Total Claim Costs$6,845.00

Net Claim After Deductible$1,179.82

Gap / Shortfall$5,665.18

Payment vs Cost Difference-$5,665.18

Quick SaveAll changes saved