Features

Practical tools for the work your office already does.

AdjusterDesk keeps the important claim details together without asking a small public adjusting office to learn a heavy system.

Core features

Claim tracking

Keep each claim, carrier, policy number, loss type, status, and next step in one place.

Client and contact organization

Track the people, property details, phone numbers, emails, and assigned office user tied to the file.

Documents and notes

Keep claim documents, photo notes, requests, call notes, emails, texts, meetings, and inspections close to the claim.

Follow-ups and deadlines

See open tasks, overdue work, upcoming dates, missing documents, and carrier follow-ups before they slip.

Settlement and payment tracking

Record demands, carrier offers, accepted settlements, checks, partial payments, and payment notes.

Fee and invoice tracking

Track public adjuster fees, invoices, balances due, issued dates, due dates, and receivables.

Templates

Start common follow-up tasks, document requests, and claim communication notes from simple office templates.

Spreadsheet import and onboarding

Bring in basic lead and claim spreadsheets now, with guided onboarding planned for offices moving from older files.

Want to see how these pieces fit together?

Request a demo and walk through a claim from intake to settlement payment and fee invoice tracking.