Connect leads to retainers
Move storm, fire, referral, canvassing, and website leads into intake and firm-specific DocuSign retainer workflows without rebuilding the record.
Public adjuster software
Public adjuster software for the complete lead-to-claim workflow.
AdjusterDesk™ connects opportunity tracking, intake, retainers, claim operations, field work, client communication, recovery tracking, and a defensible claim history in one firm workspace.
A practical operating system for the work behind every claim.
Know what needs attention
Bring tasks, deadlines, missing documents, client updates, carrier follow-ups, and recoverable depreciation into prioritized daily work.
Keep a cleaner file
Organize contacts, photos, documents, estimates, communications, AI-assisted summaries, and timeline activity around the claim.
Connected workflow
Keep the story of the claim in one record.
- 01
Capture and qualify the opportunity
- 02
Collect intake and send the retainer
- 03
Operate the claim from office or field
- 04
Export a chronological, reviewable record
Questions public-adjuster firms ask
Understand the workflow before changing it.
What is public adjuster software?
Public adjuster software is a firm workspace for connecting lead intake, retainers, active claim files, field evidence, documents, tasks, deadlines, communication, and operational history around policyholder-side property claims.
How is public adjuster software different from insurance agency software?
Insurance agency software is generally built around selling and servicing policies. Public adjuster software is organized around representing policyholders and operating the claim workflow from intake and retainer through field documentation, follow-up, and file review.
Can public adjuster software work for both office and field teams?
Yes. A connected system should let office users manage intake, tasks, deadlines, and communication while field users open the same claim and add photos, documents, notes, and follow-up work from a phone browser.
Does AdjusterDesk replace estimating software or professional judgment?
No. AdjusterDesk organizes the firm workflow and provides AI-assisted tools for human review. It does not replace estimating platforms, licensed professional judgment, or the firm's responsibility for claim decisions and outgoing work.
Explore AdjusterDesk™
Take the 3-minute product tourCompare public adjuster softwareMove an active claim list to AdjusterDeskClaims management software for public adjustersPublic adjuster CRMStorm response softwareSee the product
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.