Claim recovery workflow

Keep recoverable-depreciation follow-up visible before a tracked deadline passes.

AdjusterDesk helps public adjuster firms organize recorded ACV, RCV, potential held-back depreciation, required support, follow-up work, and the deadline that needs review—inside the related claim file.

A practical operating system for the work behind every claim.

Record what the source says

Keep the carrier document, figures, date, and unresolved questions attached to the same claim. Mark details that still require review instead of filling gaps with assumptions.

Make the remaining work clear

Track the amount recorded as recovered, the amount still shown as outstanding, required proof, and the responsible person’s next task.

Surface dates that need attention

Put the tracked deadline in the claim workflow and action queue so the team can review it alongside other time-sensitive work.

Connected workflow

Keep the story of the claim in one record.

  1. 01

    Attach and review the relevant carrier or estimate document

  2. 02

    Record ACV, RCV, and any source-supported held-back figure

  3. 03

    Add the deadline, required support, owner, and next action

  4. 04

    Review completion, communications, and remaining amount before closing the task

Explore AdjusterDesk™

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.