Turn an inquiry into an organized claim file
Keep the original opportunity, intake details, notes, retainer status, and follow-up history connected as a qualified lead becomes a working claim.
Public adjuster CRM
Public adjuster CRM built for the handoff from first call to active claim.
AdjusterDesk connects lead follow-up, intake, property details, retainers, documents, photos, tasks, deadlines, and claim operations so the office and field team work from the same record.
A practical operating system for the work behind every claim.
Keep the next action visible
Use tasks, deadlines, queues, and activity history to make the next step clear for owners, adjusters, office staff, and field users.
Work from a record built for property claims
Track property, carrier, retainer, documents, photos, estimates, communication, tasks, deadlines, and activity around the file instead of scattering 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 the reported loss and identify missing information
- 03
Send and track the firm retainer
- 04
Operate the active claim from one connected file
Questions public-adjuster firms ask
Understand the workflow before changing it.
What should a public adjuster CRM keep in one place?
A firm should be able to connect lead and client details, property and reported-loss context, retainer status, documents, photos, tasks, deadlines, communication history, and the next action to the related record.
What is the difference between a public adjuster CRM and generic CRM software?
Generic CRM software is often built around sales contacts and deals. A public-adjuster workflow also needs the active claim file, field documentation, retainers, deadlines, carrier context, and ongoing task history connected to the original opportunity.
Can public adjusters manage documents, photos, tasks, and deadlines in the same claim workflow?
Yes. A connected claims workflow should keep supporting documents, field photos, assigned tasks, deadlines, communication history, and the next action associated with the same active claim instead of requiring a separate tracking system for each.
Is AdjusterDesk a generic sales CRM?
No. AdjusterDesk is designed around the public-adjuster workflow, including lead intake, retainers, active claim files, field documentation, tasks, deadlines, communications, and firm operations. It is not a generic sales pipeline adapted after the fact.
Can a small public-adjuster firm use a CRM without adding per-seat complexity?
A small firm benefits from the same shared workflow as a larger team: one source of record, clear ownership, and visible next actions. AdjusterDesk is priced per firm rather than per seat, so a firm can add its team without a separate per-user charge.
Does AdjusterDesk replace professional judgment on a claim?
No. AdjusterDesk organizes work and offers AI-assisted workflow tools for review. It does not provide legal, insurance, public-adjusting, coverage, financial, or compliance advice, and qualified users remain responsible for decisions and outgoing work.
Explore AdjusterDesk™
Take the 3-minute product tourPublic adjuster softwarePublic adjuster software comparisonClaims management software for public adjustersCRM vs. claim management softwareLead-to-retainer workflow guideDocuSign setup for public adjustersRecoverable-depreciation trackerSpreadsheets vs. connected 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.