AI-powered claims operating system for public-adjusting firms
Keep every claim moving from first lead to collected fee.
Connect intake, retainers, field evidence, deadlines, carrier follow-up, and human-reviewed AI assistance on one claim record—so the next action stays visible across your firm.
60 days free · No credit card required · Plans from $149/month · Payments processed by Stripe
New losses and referrals
Today
- WaterCreate lead
Burst supply line · Plano, TX
Referral · 18 min ago
- Fire✓ Lead created
Kitchen fire · Tulsa, OK
Web intake · 1 hr ago
- Hail✓ Retainer sent
Roof and siding · Frisco, TX
Storm alert · 3 hr ago
4
Leads
2
Signed
27
Active
$84k
Fees
Representative sample. Fictional events and figures.
- Step 1
Find the loss
Water, fire, wind, and hail losses, referrals, calls, and public intake land in one prioritized lead workflow.
- Step 2
Sign the client
Property research, intake, and your firm’s own DocuSign or SignNow retainer—without re-keying the record.
- Step 3
Work the file
Field photos, documents, tasks, deadlines, estimates, and client updates on one claim.
- Step 4
Collect the fee
Recovery tracking, QuickBooks fee invoices, and a full audit history when the claim pays.
Works with the tools you already use
How connected data is handled- DocuSign
- SignNow
- Twilio
- Microsoft 365
- Dropbox
- CompanyCam
- QuickBooks
- Zapier
One claim file
Every claim, its evidence, and its next step on one record.
Water, fire, wind, hail, or theft: each file shows where the claim stands, what is missing, and what is due. AI drafts summaries and follow-ups from the file, and your team reviews every draft before it is used.
Representative sample. Fictional claim data.
Inside the workflow
Built around the decisions that move a claim forward.
See the same lead, retainer, field evidence, tasks, and next actions in one working file—not scattered across inboxes, folders, and separate trackers.
See the complete claims-management workflow →Opportunity intelligence
See the losses worth acting on.
Bring storm and fire signals, referrals, public intake, and canvassing into a prioritized lead workflow.
Representative sample data. No customer information is shown.
Pricing
Plans priced by firm size, not per seat.
Choose Solo, Firm, or Scale based on how many people use AdjusterDesk. Each plan is one monthly price for the team it covers. Explore the workspace before paying, and request founder-led help setting up your first workflow.
Solo
$149/month
1–2 users
Firm
Most popular$299/month
Up to 5 users · storm mode and autopilot
Scale
$599/month
Up to 15 users · priority support
| Plan | Best fit | Included emphasis |
|---|---|---|
| Solo | One or two operators | Core claim, lead, field, and follow-up workflow |
| Firm | Growing teams up to five | Storm mode and autopilot for higher-volume operations |
| Scale | Teams up to fifteen | Priority support and room for a larger operation |
Firm adds Storm Mode for higher-volume loss intake and canvassing during storm surges, plus Autopilot for automated follow-up sequences your team can review and control.
No credit card required · No per-seat charges within your plan · cancel anytime
Payments processed by Stripe · Billing terms · Cancel anytime.
One flat monthly price covers the whole firm: a five-person team on Firm pays $299 total, not $299 per seat.
Need more than 15 users? Talk with us about a firm-wide plan.
After you create your workspace, reply to the welcome email if you want help setting up your first workflow. The AI receptionist is a separate optional add-on ($99/month). DocuSign or SignNow, texting, property data, and other third-party or metered usage may carry separate costs where applicable.
Built for the field
From the property to the file before you leave the driveway.
AdjusterDesk works in your phone browser—no App Store download. Find the claim, upload photos and documents, add notes and tasks, and the office sees it on the same record.
Start with the next action
Surface the work that needs a decision, a follow-up, or more information.
Keep the evidence beside the work
Photos, documents, notes, and tasks stay attached to the claim they support.
Give every handoff context
The field and office work from the same claim history and current status.
Representative sample. Fictional claim data.
Your firm, clearly represented
Give clients a portal and paperwork that look like your firm.
Upload your logo and set your firm contact details once. AdjusterDesk carries them into the client-facing places your team already uses, while keeping the operating workspace simple for staff.
Start your branded workspaceYour logo
Add your logo once and show it in the secure client portal, generated documents, and firm emails.
Your details
Use your firm name, phone, email, address, license details, and DocuSign or SignNow connection.
Your client experience
Give policyholders a clear, firm-branded claim-status portal without exposing staff-only information.
AI voice, clearly defined
Status calls are included. Your AI receptionist is a separate service.
Use each voice workflow for the job it was designed to handle—without confusing an outbound claim update with your firm's front desk.
AI claim-status calling
Place outbound calls to carriers and desk adjusters for claim status. AdjusterDesk records the result in the claim workflow so your team can review the update and act on it.
Carrier and desk-adjuster business contacts only. Each firm is responsible for its own consent, disclosure, recording, and other calling requirements.
- Calls for claim-status updates
- Keeps the call tied to the correct claim
- Logs outcomes for human review
AI receptionist
Give your firm an inbound receptionist that can answer calls, capture caller and loss details, and send qualified opportunities into your lead and intake workflow—even after hours.
- Answers inbound calls for your firm
- Captures new-lead and callback details
- Routes call summaries into AdjusterDesk
Plus claim-aware AI your team reviews before use
Claim Memory
A source-backed snapshot of the current file, missing information, open questions, deadlines, and suggested next actions.
AI Copilot
A claim-aware assistant that helps organize information and draft work for human review; it does not make claim decisions.
Action Queue
A prioritized firm work list that brings overdue, missing, and next-step items forward from across active files.
Why firms switch
More specific than a CRM. More connected than a collection of tools.
- Built around public-adjuster workflows
- Purpose-built
- Spreadsheets: Scattered tools · Generic CRM: Generic pipeline
- Live loss and event intelligence
- Included
- Spreadsheets: No · Generic CRM: No
- Lead-to-claim continuity
- One connected record
- Spreadsheets: Manual re-entry · Generic CRM: Partial
- Firm-specific DocuSign or SignNow retainers
- In the workflow
- Spreadsheets: Separate login · Generic CRM: Separate integration
- Fee invoices in QuickBooks, paid status synced back
- Automatic
- Spreadsheets: Double entry · Generic CRM: Double entry
- AI grounded in the claim file
- Claim-aware with review
- Spreadsheets: No · Generic CRM: Generic
- Mobile field workflow
- Built in
- Spreadsheets: Multiple apps · Generic CRM: Limited
Trust by design
Serious claim data deserves serious boundaries.
AdjusterDesk separates firm data, keeps provider keys server-side, records important actions, and treats AI as an assistant—not an authority.
See the technology providers and how data is handled →Firm isolation
Authorization and database policies scope workspace records to the signed-in firm.
Human-reviewed AI
AI organizes and drafts; qualified users review output before use.
Connected accounts
Each firm uses its own DocuSign or SignNow connection and retainer template.
Operational visibility
Audit history, monitoring, and status systems support a reliable product.
Founder note
Built from the office floor—not a generic CRM template.
I built AdjusterDesk for a family member after spending time around a public adjusting office, helping with inventories, and seeing the daily frustration of paper trails spread across texts, folders, email, spreadsheets, photos, and memory.
The goal is simple: give firms one cleaner way to find opportunities, sign clients, run claims, and know what needs attention next.
Common questions
Do I need a credit card to start?
No. Every new firm gets 60 days free with no credit card required.
Who is AdjusterDesk built for?
Owner-led, small, and growing public-adjuster firms that want one practical operating workspace for intake, retainers, field evidence, claim work, and follow-up.
Who is AdjusterDesk not built for?
AdjusterDesk is not an agency-management, carrier-underwriting, policy-administration, quoting, or binding system. It is built for the public-adjuster firm workflow after an opportunity is identified: intake, retainers, field evidence, claim operations, follow-up, and recovery work.
Can my firm use its own DocuSign or SignNow account and retainer?
Yes. Connect the e-signature account your firm already uses—DocuSign or SignNow—in Settings, then upload the firm’s default retainer template. AdjusterDesk sends from your firm’s connected account—not a shared platform sender—and files the signed copy to the claim automatically.
Does it work from a phone?
Yes. AdjusterDesk works in your phone browser—there is no separate App Store download. Open the workspace on your phone and use Add to Home Screen for fast field access. Field mode is designed for finding a claim, uploading photos and documents, adding notes and tasks, and keeping the office updated.
What does the AI do?
AI helps organize claim information, identify workflow gaps, summarize files, and draft follow-ups. Users review outputs before use; it does not decide coverage, cause, value, or compliance.
What is the difference between AI status calling and the AI receptionist?
AI status calling is included for outbound calls to carriers and desk adjusters to request claim updates and log the result. The AI receptionist is a separate optional service that answers inbound calls for your firm, captures caller details, and routes new leads into your workspace.
Is firm data separated?
Yes. AdjusterDesk uses firm-level authorization and database row-level security so one firm cannot access another firm's workspace data.
See it with your workflow
Tell us where your firm loses time.
We will map AdjusterDesk to how you find losses, sign clients, manage the file, and keep the team accountable.
sales@getadjusterdesk.com
support@getadjusterdesk.com