Free template
Free Public Adjuster Claim Tracker
A claim tracker spreadsheet for leads, follow-ups, documents, settlements, and fees. When email, memory, and scattered files are where claims slip, the AdjusterDesk founding desk is the next step.
Start in two practical steps
Step 1: Use the free tracker
Track lead/client details, claim status, follow-ups, documents, settlement amounts, and fee status in one clean sheet.
Step 2: Move to AdjusterDesk
When tracking gets harder across active claims, start your free trial and run claim work from one workspace.
What the free tracker includes
A simple spreadsheet template with practical columns for organizing everything a small public adjusting office needs to track for each claim.
Claim Name
Quick claim reference
Client Name
Full name for contact
Phone
Primary contact number
Client email address
Property Address
Location of loss
Carrier
Insurance carrier name
Claim Number
Insurance claim reference
Loss Type
Water, wind, fire, hail, etc.
Date of Loss
When the loss occurred
Claim Status
Open, settled, disputed, denied
Next Follow-Up Date
When to call or check
Documents Needed
Photos, proof of loss, receipts
Settlement Amount
Agreed settlement value
PA Fee %
Fee percentage structure
PA Fee Amount
Fee dollar amount
Invoice Status
Sent, paid, pending
Notes
Important details and history
Use the free tracker to get organized
Download the template, add your current leads and open claims, and track follow-ups and settlements. Then use the software page to see when to move beyond the sheet.
What you get
- Pre-built columns for all claim information
- Simple rows for each claim
- Ready to add your leads and claims
- Works with Excel, Google Sheets, or any spreadsheet tool
- Completely free, no login required
After download: add your current active claims, set next follow-up dates, and mark missing documents so nothing slips.
When spreadsheets get messy
The free tracker is great for getting started, but when you need to coordinate between team members, send client updates, track payment status, or manage follow-ups reliably, AdjusterDesk makes it easier.
Signs it's time to move to AdjusterDesk
The free tracker works for getting organized, but AdjusterDesk handles what spreadsheets can't.
You're tracking more than 10-15 active claims
Spreadsheet updates are hard to coordinate between office staff
You need to see client status pages or send document requests
Tracking follow-ups, deadlines, and payments feels disorganized
You want to track who did what work without separate notes
Ready for more than a spreadsheet?
Start the founding desk
First 10 offices: $0 for 90 days, then $29/month Solo or $49/month Small Office, locked for 12 months. Start with your first 10 active claims. Checkout collects a card. $0 is due during the 90-day trial, then the founding monthly rate.
Questions about moving to software?
Email us about your specific workflow, office size, claim volume, or how the software could help your team.
When the sheet is not enough, start the desk.
First 10 founding offices: $0 for 90 days, then $29/month Solo or $49/month Small Office, locked for 12 months. Checkout collects a card. $0 is due during the 90-day trial, then the founding monthly rate.