Launch it (TPA)

1. Put it online

Render (simplest):

1. Put this folder in a GitHub repository (private is fine).
2. In Render, choose New → Blueprint and pick the repository. Render reads render.yaml.
3. Enter:
   • ADMIN_PASSWORD: your administrator password; the username is admin.
   • FIRM_NAME: your company name, shown on the report-a-claim page and in the portal.
   • Optionally, ANTHROPIC_API_KEY for AI drafting.
   • APP_URL, the address your team will use, such as https://claims.yourcompany.com/. Email links, including password resets, point there. You can fill it in after you add your domain.
4. Deploy.

Any server with Node 18+:

ADMIN_PASSWORD=pick-a-strong-one SESSION_SECRET=long-random-text FIRM_NAME="Gulf Claims Services" node server/server.js

Put it behind HTTPS before using it over the internet.

Docker:

docker build -t claimsfy-tpa . && docker run -p 8080:8080 -v claimsfy-tpa:/data -e ADMIN_PASSWORD=... -e SESSION_SECRET=... -e FIRM_NAME="..." -e OFFICE_DATA_KEY=... claimsfy-tpa

2. Add your claims team

Sign in as admin, then add people in 👤 → 👥 Manage users:

Or turn on the sign-up link on 👤 → 🗂 Claims team & assignments. People who sign up are examiners; make claims managers in Manage users. Field staff sign up in Claimsfy Field.

3. Turn on claim reporting for clients, policyholders and agents

1. Open the 📥 Received tab (claims managers, coordinators and administrators).
2. Copy the report-a-claim link. It opens a Report a claim page:
   • who's reporting: policyholder, agent, property manager or other
   • the policy
   • what happened, when and where
   • the cause
   • photos and documents
3. Put it on your website, in policyholder emails, or in your agents' portal.

When someone reports a claim:

• Coordinators are notified.
• The reporter gets a confirmation email with a reference number (when email delivery is set up).
• The report waits in Received, where a coordinator creates the claim (Read with Claimsfy, or Fill from the text without AI, fills in the notice of loss) and assigns or dispatches it.

Each client also has its own submission link (🏢 Clients tab), so reports are tagged with that client automatically.

4. Assign and dispatch

• Team page (claims managers, coordinators, administrators): every claim, with status, examiner, field adjuster and client.
  • Choose a name in the Examiner column to assign or reassign. It appears on that examiner's screen within seconds.
  • Not assigned shows claims waiting for someone. Download list gives a spreadsheet.
• Dispatch (on each claim) sends an inspection to your field staff, an adjusting firm or an expert. They work it in Claimsfy Field, the vendor portal or any software, and it comes back to the Inspection tab. Existing staff field adjuster accounts keep working, and while you have any, the dispatch board for them stays available.
• Examiners can add watchers to their own claims from Claim assignment, but only a claims manager hands a claim to another examiner.