Client and property
- Client name, phone, email, and preferred contact method
- Property address and occupancy details
- Lead source and the date the firm received the inquiry
Free public adjuster resource
Public adjuster intake form template
Use this practical worksheet to collect the details a firm needs before deciding how to proceed: client and property context, loss details, available evidence, missing information, and a clear next action.
What to collect
Make the first conversation usable for the next person.
A good intake does not turn uncertain details into facts. It records what was reported, makes gaps visible, and gives one person a dated next step. The worksheet is designed for a call, referral, website inquiry, canvassing conversation, or event-related lead.
Loss and carrier
- Loss type, date, and a factual description of what was reported
- Carrier, policy number, and claim number when available
- Emergency mitigation, temporary repairs, inspection, or safety context
Evidence and missing details
- Available photos, documents, estimates, correspondence, or policy materials
- Information the client still needs to provide
- Questions that need verification rather than an assumption
Next action
- A specific next step: return call, inspection, document request, retainer conversation, or close-out
- One responsible team member
- Due date and a factual note of the last contact
After the intake
Review first. Create the active claim only when your firm is ready.
A lead is a potential opportunity before your firm has been engaged. Once your firm decides to proceed under its own process, the reviewed intake can become the active claim record—without re-entering the core information.
Keep these guardrails in the form.
- Capture reported facts and source context; do not imply a coverage conclusion, cause of loss, claim value, or outcome.
- Use your firm’s approved intake process, agreements, and requirements for the jurisdictions in which you work.
- Review every submission before creating or updating a live claim record.
AdjusterDesk™ provides organizational and workflow software. It does not provide legal, insurance, public-adjusting, financial, coverage, or compliance advice.