CX · Customer experience
The moments clients feel.
The moments a loss adjuster client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Insurance
AI agents for Loss Adjusters
What should stay human at a loss 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 loss 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 loss adjuster. Agents can surface the gaps; the owner still decides.
Main roles
The people a loss adjuster usually employs. Each card is written for this business, then links out to the full role page.
Role
Loss Adjuster
Investigates insurance claims, inspects damage, interviews claimants and contractors, and prepares findings on cause, scope, and settlement.
Role
Claims Officer
Logs new matters, gathers documents, communicates with insurers and policyholders, and tracks claim progress and deadlines.
Role
Administrative Assistant
Prepares reports, files correspondence, manages calendars, and organises photos, invoices, and supporting claim documentation.
Role
Operations Manager
Allocates cases, monitors service standards, supports field staff, and keeps reporting, compliance, and workflow processes on track.
Freelancers & agencies you might hire
Specialists a loss adjuster often brings in. These sit in the same roles database, with a short note written for this business.
Agency
Law Firm
Provides advice on disputed claims, liability issues, recovery actions, and legal correspondence connected to complex files.
Freelancer
IT Contractor
Helps maintain devices, secure remote access, and file handling systems used by adjusters in the field.
Freelancer
Freelance Photographer
Captures detailed property or asset damage images when independent documentation is needed for larger claim matters.
Freelancer
Freelance Bookkeeper
Keeps accounts current, reconciles transactions, prepares BAS or tax information, and tidies invoicing for the owner.
Want this set up for you?
If you would like someone to build these flows for a loss 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.