See how AdjusterDesk runs the claim from first signal to next action.

Move through the six steps below at your own pace. The examples use representative data and show how a public-adjusting firm can connect intake, retainers, field work, claim operations, and AI-assisted organization.

Event and weather information is for operational awareness only. Firms must verify information and follow applicable licensing, solicitation, privacy, and safety requirements.

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14-day free trial, no credit card required. After signup, a fictional training claim opens automatically—no client data or AI credits required.

01 · Opportunity intelligence

Turn weather, fire, referrals, and public intake into an organized review queue.

Bring time-sensitive signals into one workflow, verify what deserves attention, and preserve the source as a lead becomes a real claim.

Storm and emergency eventsCanvassing and territoriesPublic intake linksLead follow-up tracking

New signals

Ready to contact

Retainers pending

Storm workspace

What the team does next

1Review a new fire lead

2Confirm owner and property information

3Assign the intake follow-up

Step 1 of 6

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Create your workspace, explore the fictional sample claim, then follow the built-in setup guide at your own pace. Founding firms can also request founder-led help setting up their first workflow.

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