Lead-to-claim continuity
Keep the original opportunity, intake details, notes, and follow-up history attached as a qualified lead becomes a working claim.
Public adjuster CRM software
Turn public-adjuster leads into organized claim files without rebuilding the record.
AdjusterDesk connects lead follow-up, intake, property details, retainers, documents, photos, tasks, and claim operations so the office and field team work from the same record.
A practical operating system for the work behind every claim.
Work queues by role
Owners can see the firm picture while adjusters, office staff, and field users focus on assigned work and the next action.
A record built for claims
Track property, carrier, retainer, photos, estimates, communication, tasks, deadlines, and activity around the file instead of spreading them across generic CRM objects.
Connected workflow
Keep the story of the claim in one record.
- 01
Capture a lead or public intake
- 02
Qualify details and identify missing information
- 03
Send and track the firm retainer
- 04
Operate the resulting claim from one file
Explore AdjusterDesk™
Take the 3-minute product tourPublic adjuster softwareClaims management softwareClaim file checklist
AdjusterDesk™ provides organizational and workflow software. It does not provide legal, insurance, public adjusting, financial, coverage, or compliance advice. Users review all AI-assisted output before use.