Lead and intake
Scattered toolsThe first call, property details, reported loss, source, and follow-up live in separate places.
Connected workspaceCapture the opportunity, qualify it, assign the next action, and preserve the original context.
Claims management software for public adjusters
Claims management software for public adjusters, from first call to closed claim.
AdjusterDesk connects lead intake, retainers, field evidence, documents, tasks, deadlines, communication, financials, and claim history for public-adjuster firms.
14-day free trial · No credit card required · $99/month per firm when started before October 1, 2026
Connected claim workflow
Representative guided sample. Fictional claim data only.
Claim centered
The file—not a sales deal—is the operating record
Field ready
Photos, documents, notes, and tasks from a phone browser
Firm isolated
Authorization and database policies separate workspaces
Human reviewed
AI organizes and drafts; users approve the work
The full operating path
A claim management tool should preserve context, not create another place to look.
Public-adjuster work moves between the office, the property, the client, the carrier, and outside experts. The software should keep those handoffs connected to one record.
Stage
When tools are scattered
In one claim workspace
Retainer
Scattered toolsClient details are retyped into a separate signature tool and status is checked manually.
Connected workspaceUse the firm's own DocuSign account and keep send and signature status beside the record.
Field evidence
Scattered toolsPhotos, notes, and documents arrive through texts, email threads, and personal phones.
Connected workspaceUpload evidence from a phone browser directly to the related claim and create follow-up work on site.
Claim operations
Scattered toolsTasks, deadlines, carrier updates, and missing items depend on individual memory.
Connected workspaceGive each item an owner, due date, source, and place in the chronological claim history.
Review and close
Scattered toolsReconstructing the file means searching across folders, inboxes, spreadsheets, and conversations.
Connected workspaceReview the connected history, documents, communication, financials, and final claim package in one place.
Evaluation checklist
What to look for before choosing claims software.
A feature list is not enough. Test whether the system keeps the actual claim story intact and makes the next responsible action visible.
- Keeps lead context when an opportunity becomes an active claim
- Scopes every workspace record to the correct firm
- Works from a phone browser for field photos, notes, and tasks
- Tracks task ownership, deadlines, and overdue work across active files
- Connects the firm's own DocuSign account and retainer template
- Preserves a chronological, reviewable history of important activity
- Lets users review AI-assisted summaries and drafts before use
- Uses pricing that stays understandable as the team grows
A clear starting point
See the workflow before moving real client data.
Create a private firm workspace and open a fictional sample claim. Review intake, files, tasks, timeline, and AI guidance without entering live client information or scheduling a sales call.
14 days free · No credit card · Keep the workspace if you continue
Common questions
Claims management software, in plain language.
What is claims management software for public adjusters?
It is a claim-centered workspace for the operational work a public-adjuster firm performs after an opportunity is identified: intake, retainers, documents, photos, tasks, deadlines, communication, financial tracking, and claim history.
How is public-adjuster claims software different from a generic CRM?
A generic CRM usually centers on contacts and sales deals. Public-adjuster work also needs a live claim file, field evidence, carrier context, retainers, deadlines, estimates, client updates, and a chronological activity record connected to the original opportunity.
Can a small public-adjuster firm use AdjusterDesk?
Yes. AdjusterDesk is designed for owner-led, small, and growing public-adjuster firms. Firms that start before October 1, 2026 can lock in Founding Partner pricing at $99 per month per firm rather than per seat.
Does AdjusterDesk work on a phone?
Yes. It works in a phone browser, with field workflows for finding a claim, uploading photos and documents, adding notes, and creating tasks. It is not a separate native mobile app.
Does AdjusterDesk replace professional judgment?
No. AdjusterDesk organizes information and offers AI-assisted summaries and drafts for human review. It does not decide coverage, cause, value, legal requirements, or compliance.