Before field volume hits
Set one response workspace, confirm capacity, and give the team a shared intake path before information starts arriving from every direction.
Storm and CAT response workflow
When claim volume moves fast, your firm needs one operating picture.
AdjusterDesk helps public adjuster teams organize the work around a confirmed response period: intake, field documentation, retainers, claim files, capacity, and the next action.
No credit card. The sample uses fictional data.
The response does not have to become a scramble
While the team is moving
Keep property details, field evidence, retainer progress, tasks, and next steps attached to the same record instead of scattered across texts and inboxes.
When the first rush is over
Review what is missing, overdue, or waiting on follow-up so a fast first week does not become a messy claim file later.
From planning to daily work
A practical sequence for a confirmed response period.
- 01
Watch relevant territory signals
Use weather and emergency signals for internal planning. A signal is not proof of a loss or a reason to contact a property owner.
- 02
Confirm the response
Open a storm workspace with an affected area, clear owner, and capacity plan once your firm has decided a response is appropriate.
- 03
Give intake one home
Use a storm-specific intake link and QR material so initial details arrive consistently rather than through separate phones, forms, and inboxes.
- 04
Keep the field and office aligned
Let field adjusters add photos, documents, and notes from a phone browser while the office sees the same current file.
- 05
Move a qualified opportunity forward
Keep potential opportunities separate from active claims until the firm is engaged, with the property, source, and next action preserved.
- 06
Protect the claim story
Run tasks, deadlines, carrier and client communication, and file material from the claim record rather than relying on one person's memory.
Evaluate the workflow, not a sales pitch
See the storm workflow with fictional sample data.
Open a guided sample workspace to see how intake, documents, tasks, claim history, and owner visibility fit together before you use live firm or client information.
Use event signals carefully.
Weather and emergency signals support internal planning. They do not establish property damage, coverage, claim validity, or a client relationship. Your licensed team makes those decisions.
Questions from firm owners
Is this only for hurricane response?
No. The workflow supports a firm preparing for or responding to confirmed severe-weather and catastrophe-related volume. Your firm decides whether a response period is appropriate.
Can we evaluate it without live client information?
Yes. The guided sample uses fictional data, so you can see the workflow before entering live claim or client information.
Can a field adjuster use it from a phone?
Yes. Field users can open the related file in a phone browser, upload photos or documents, add notes and tasks, and keep the office current.
Does AdjusterDesk tell us whether a loss is covered or whether to contact someone?
No. AdjusterDesk organizes firm workflow. It does not provide legal, insurance, coverage, public-adjusting, or compliance advice.
Make the field and office work from the same claim story.
Explore a fictional guided sample, then decide whether the workflow fits your firm.