CX · Customer experience
The moments clients feel.
The moments a public adjuster client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Insurance
AI agents for Public Adjusters
What should stay human at a public adjuster, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a public adjuster, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a public adjuster. Agents can surface the gaps; the owner still decides.
Main roles
The people a public adjuster usually employs. Each card is written for this business, then links out to the full role page.
Role
Public Adjuster
Inspects damage, documents losses, prepares and negotiates claims with insurers, and keeps policyholders updated until settlement.
Role
Estimator
Prepares detailed repair and replacement estimates for damaged property to support each claim.
Role
Owner-Operator
Runs the adjusting firm, signs up policyholders, sets fees and negotiates large settlements with insurers.
Role
Customer Service Representative
Answers enquiries from homeowners and businesses after a loss and keeps clients updated on their claims.
Role
Administrative Assistant
Collects documents, photos and receipts from clients, and tracks claim deadlines and insurer correspondence.
Freelancers & agencies you might hire
Specialists a public adjuster often brings in. These sit in the same roles database, with a short note written for this business.
Agency
Law Firm
Takes on claims that end in disputes, appraisal or litigation with insurers.
Agency
Accounting Firm
Prepares the firm's tax and accounts, and helps with business interruption claim figures.
Agency
Digital Marketing Agency
Runs local search and ads after storms and disasters so policyholders can find the firm.
Want this set up for you?
If you would like someone to build these flows for a public adjuster, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Related
Other business types in Insurance.