First response

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.

10-minute setupOwners, intake teams, and field adjusters handling a new inquiry.

This playbook covers organizational workflow only. Firms remain responsible for their own licensing, approved procedures, claim decisions, and applicable requirements. It is not legal, insurance, coverage, public-adjusting, financial, or compliance advice.

What good looks like

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

The workflow

Record the reported facts

Capture contact details, property, date and type of reported loss, carrier details when available, and any immediate safety context.

Make uncertainty visible

List missing items as follow-ups rather than filling gaps with assumptions.

Assign the first response

Set one owner, a specific next contact time, and the appropriate inspection or document-request step.

Free printable playbook

Get the checklist for your team.

Enter a work email to download this internal workflow template. Marketing updates are optional and never required to get the resource.

Use it in your workspace

Tailor this workflow to your firm.

Signed-in firm owners and admins can open the matching starter in Firm Playbooks, adjust the steps, and save it before applying it to a live claim.

Tailor this in AdjusterDesk Start a free workspace

Keep building the workflow

Public adjuster intake worksheet →Lead-to-client workflow →