Free workflow assessment

Is your public-adjuster claim file ready for AI?

Take six minutes—or less—to check the workflow foundations that make AI assistance useful: one claim record, connected evidence, visible ownership, source review, and firm-level data controls.

6-question check

Is your claim workflow ready for AI?

Answer from your current firm workflow. Do not enter client names, addresses, claim numbers, policy details, or documents.

0/6 answered

01Can your team open one claim record and see the client, property, loss, carrier, and latest status?

02Are claim documents and field photos attached to the related claim instead of scattered across inboxes and folders?

03Does every open claim have a visible next action, owner, and due date?

04Does a qualified person review AI summaries or drafts before they are saved, sent, or relied upon?

05Can a reviewer trace an AI-assisted summary or draft back to the original claim material?

06Have you documented who can access claim data, how it is retained, and which providers process AI requests?

This is an operational self-assessment, not legal, insurance, coverage, public-adjusting, financial, or compliance advice. Do not enter sensitive client or claim information.