How it works
Simple steps from scattered claim work to a shared office view.
AdjusterDesk is meant to fit into the daily rhythm of a small public adjusting office, not replace the judgment of the adjuster.
The office flow
Bring over the basics
Start with current leads and claims from your spreadsheet or manual list. Add the client, property, carrier, claim number, dates, and next step.
Keep the claim file together
Use the claim page for documents, photos, notes, requests, calls, texts, emails, deadlines, settlement offers, and payments.
Work follow-ups before they slip
Use tasks and due dates to keep up with client calls, carrier follow-ups, missing documents, inspections, and claim deadlines.
Track the money
Record settlement rounds, checks, fee invoices, payments, and balances so unpaid money does not hide in a note or email thread.
Start each day from Today
Review overdue work, due dates, missing client documents, carrier follow-ups, and receivables from one practical morning view.
What stays simple
Works for one adjuster handling files alone.
Works for a small office where several people need the same claim picture.
Uses plain claim, client, carrier, document, deadline, payment, fee, and invoice language.
Keeps public marketing pages separate from the signed-in office workspace.
Walk through the workflow with your current setup in mind.
Request a demo and compare AdjusterDesk to the spreadsheets, folders, reminders, and accounting notes your office uses now.