We’re updating our Claims Workspace and Estimate pricing structure for supply chain vendors (including adjusters & service providers) and for intermediaries (including Third-Party Administrators, Managed Repair Networks and all non-carrier service providers). These changes will better align with how the insurance industry operates today. Our goal is to provide flexible, scalable access that grows with your needs while continuing to deliver powerful value through our evolving product suite.

Why We’re Making This Change

Aligned to industry structure Our new pricing mirrors how teams, carriers, and service partners use technology—flexibly, collaboratively, and with evolving levels of access.		Scalable support as you grow We’ve designed license tiers that make it easy to adapt as your business grows—whether that means onboarding a single new user or expanding operations.		More Value, Every Day We’ve made significant investments in product performance, usability, and support. This structure ensures we can continue delivering the tools and innovation you rely on.

License Types and Pricing Overview

License availability and transaction fees are determined by company type and user requirements, and each company administrator is responsible for selecting the most appropriate license for each user by first identifying the organization type and then choosing the best available license.

The available license types and applicable fees are based on the following organization types:

Seat Licenses (per user / per month)

*Workspace license not available for Single User Independent Adjusters.

Transaction Fees

In addition to monthly license fees, all transactions for are subject to the following transaction fees.

Network Service Providers: Franchise headquarters, national networks, or large service providers

Contact a sales executive to discuss an enterprise agreement.

How to Purchase and Assign Seat Licenses:

As a Company Admin, you can easily manage your team's access using the Seat License Manager.

1. Open the Seat License Manager

• Log in to Claims Workspace.

• Navigate to the Seat License Manager.

2. Purchase Your Licenses

Select the number of seat licenses you need based on your team's roles:

• Workspace License ($20/user/month): For users who view, audit, edit estimates, or access reports (cannot create estimates).

• Estimate License ($95/user/month): For users who need full access to create estimates in Estimate or CAPTURE.

• Note: Licenses can be added at any time. Mid-month purchases are not billed until the first day of the following month.

3. Assign to Your Team

• Go to your unassigned license inventory.

• Select a team member and link the license to their unique User ID.

• Reminder: Credential sharing is not permitted; every user must have their own unique seat license.

Important Billing Rules

• Locked Status: Once a license is assigned to a user, it cannot be downgraded or unassigned until the first day of the following month. You may, however, upgrade from a Workspace to an Estimate license at any time.
  
  

• Accidental Purchases: If you purchase a license by mistake, you will not be charged as long as it remains unassigned and is deleted before the end of the current month.

For a complete walkthrough and advanced details, please view the full training guide here: Full Seat License Training Guide

FAQ

1. Does the new pricing model apply to all companies?

The new pricing model will apply to all supply chain companies and non-carrier users, such as adjusting firms, managed repair networks, estimate writers, contractors, and adjusters that operate independently of a property insurance carrier in the United States and Canada.

2. What are the most significant changes in the new pricing model?

Here's what new:

Seat License Fees - Two license types, Workspace and Estimate licenses:

• Each license type comes with different user access, and each organization will need to acquire the right quantities of each type of user license to best fit their team structure and workflow. See the detailed capabilities in the section License Types and Pricing Overview above.

Bundled Transactions:

• Once an assignment acceptance fee is paid for Workspace, no additional transaction fees will apply for the same assignment in Mitigate™, Restoration Dispatch™, or Validate Disposition™.

Single User Independent Adjusters:

• To support independent workflows, the first 5 transactions each month are included free of charge, though unused transactions do not carry forward to subsequent months. Additionally, a Monthly Cap of $250 is applied, ensuring the combined cost of the Estimate seat license and all transaction fees does not exceed this amount in a single billing period. Please note that the Workspace license is not available for Single User Independent Adjusters.

3. How do I know what type of license to purchase for members of my organization or myself?

License types should vary based on the requirements of the users role and responsibilities. Users requiring full ability to create, edit, and access estimates will need an Estimate license. Users needing to only view, audit, and access reporting can utilize a Workspace license.

4. Who can purchase and assign seat licenses?

Individual users can purchase seat licenses, or a company can designate a Company Admin (multiple Admins are allowed) who purchases and assigns licenses to users within an organization. Only Admins can access the new Seat License Manager—a new feature within Claims Workspace that allows purchasing and assigning licenses.

5. Does a Company Admin need a license themselves?

Not necessarily. Admins can hold either a Workspace or Estimate License, or they can operate without a license if they only need access to the Seat License Manager; however if they do not have a license, they will not have access to claims, estimates, or other platform features.

6. Can additional seat licenses be purchased or removed in the middle of the month (between billing periods)?

Yes. Company Admins can purchase or remove seat licenses at any time, not just at the start of a billing cycle. Keep in mind that unassigned licenses will be charged for the full month unless the license has been removed before the last day of the month.

7. Can users share login credentials?

Each user must have their own seat license to log in to Workspace, Estimate, or any of the premium features within those solutions.

While this represents a shift from previous workarounds, moving to individual licenses provides significant operational advantages for both teams and independent adjusters:

• Scalability: The ability to manage multiple users under the same account helps to ensure quick access.
• Enhanced Oversight: Licenses and claim outputs are now associated with a specific user, making claim reviews and auditing more accurate.
• Operational Control: Individual licenses enable the ability to make assignments and access comprehensive reporting for every user in your organization.
• Data Integrity: Historical data is maintained at the user level, ensuring that if an account is deactivated and later reactivated, all data history remains intact.

8. Who and when is a company charged for Claim Creation and Assignment Fees?

We're Here to Help!

We know pricing changes can raise questions. Our team is here to make this transition as smooth and transparent as possible. For existing clients, the account type will dictate the type of licenses available. Please contact our team if you would like to change your company type setup.

For more information, contact your Cotality Account Manager or email us at support.claims@cotality.com.