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

Free operational playbooks

Practical public-adjuster workflows your team can actually use.

Print a checklist, walk through the process, then tailor the matching starter playbook inside AdjusterDesk. Built for cleaner handoffs—not legal, coverage, or claim-outcome advice.

Choose the bottleneck

Five places a lean firm can make work easier to hand off.

First response01

First Notice of Loss & Intake Playbook

A practical first-response routine that captures reported facts, makes gaps visible, and assigns the next step without turning an inquiry into an unsupported claim conclusion.

Outcome: A usable intake record with one response owner and a dated next action.

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Field to office02

Field Inspection & Photo Capture Playbook

A phone-friendly routine for preserving original field evidence, connecting it to the right claim, and leaving the office with a usable next action.

Outcome: Field evidence that the office can review without reconstructing context from texts and downloads.

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Communication03

Carrier Follow-up Cadence Playbook

A factual communication routine for keeping carrier follow-ups visible, owned, and connected to the claim timeline without promising an outcome.

Outcome: Every carrier follow-up has current context, an owner, and a next review date.

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File quality04

Claim File Readiness Playbook

A lightweight review routine for confirming the claim story is usable: facts, engagement status, evidence, communication history, and the next action are easy to find.

Outcome: A reviewer can open the claim and see what is known, what is missing, and what happens next.

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Storm readiness05

72-Hour Storm Response Playbook

A controlled response routine for the first three days after a verified event: confirm facts, manage intake and capacity, preserve field context, and keep every next action owned.

Outcome: A measured event-response workflow that supports capacity and communication without treating broad weather information as a claim conclusion.

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Make it your own

Use a starter, then tailor it to your firm.

AdjusterDesk lets owners and admins save repeatable task playbooks, review every step, and apply them to the right claim when the time is right.

Start free and tailor a playbook