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$99/firm/mo · Ends Oct 1Offer ends October 1.

Free workflow education

The operating habits behind a cleaner claim desk.

Short, role-based Foundations tracks for public-adjuster owners, office teams, and field adjusters. Learn a practical routine before changing your live claim process.

Start the free Foundations planTry a sample workspace

What this is

  • • Free and self-paced
  • • Built around practical operating habits
  • • No client or claim data needed
  • • Not a license, CE course, or public-adjusting advice

Your Foundations plan

Learn the workflow. Keep the judgment with the adjuster.

Check modules off as you work through them. This checklist is for the current visit only; no client, claim, or personal information belongs in this course.

0 of 9 modules complete0%

Choose the track closest to your role. You do not need to finish every module in one sitting.

Firm owner & office

Build one reliable operating picture

Set the standard for a clean handoff from the first inquiry through the next assigned action.

  1. Make intake owned work

    8 min

    Every new inquiry has a clear owner, context, and next action.

    Read the intake workflow →

  2. Keep retainers visible

    7 min

    Sent, signed, and stalled retainers are easy to distinguish.

    Read the retainer workflow →

  3. Run a daily work queue

    8 min

    The team reviews deadlines, document gaps, and follow-ups before they drift.

    Read the Operations Brief →

Field adjuster

Leave the property with a usable file

Use a phone-friendly routine so the office receives context, evidence, and the next step—not a reconstruction project.

  1. Capture field evidence with context

    8 min

    Photos and documents are attached to the right record while the facts are fresh.

    Read the field documentation guide →

  2. Create a clean office handoff

    7 min

    The office can see what happened, what is missing, and who acts next.

    Explore the field workflow →

  3. Turn observations into follow-up

    6 min

    The next call, request, or deadline does not remain buried in a note or text.

    Read the follow-up guide →

First claim workflow

Practice the full path before live data

Walk a fictional sample claim through the core operating steps before asking a team to change its process.

  1. Start with a structured record

    6 min

    Lead and intake details stay connected when the firm opens a claim.

    Take the product tour →

  2. Review the claim file

    8 min

    A fast review makes gaps and next steps visible before handoff or submission.

    Open the claim file checklist →

  3. Set client communication boundaries

    6 min

    Clients can receive updates without being given unrestricted internal workspace access.

    Explore the client portal →

Put it into practice

Use a fictional sample before you change a live workflow.

The guided workspace shows the core path from intake through retainer, field evidence, tasks, and the claim record. Your firm decides what fits its own process.

Take the product tourExplore the sample workspace