See how AdjusterDesk runs the claim from first signal to next action.

Move through the six steps below at your own pace. The examples use representative data and show how a public-adjusting firm can connect lead generation, intake, retainers, field work, claim operations, and AI-assisted organization.

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After signup, a fictional training claim opens automatically—no client data or AI credits required.

01 · Opportunity intelligence

Turn weather, fire, referrals, and public intake into an organized lead queue.

Bring opportunity signals into one workflow, prioritize what deserves attention, and preserve the source as the lead becomes a real claim.

Storm and emergency eventsCanvassing and territoriesPublic intake linksLead follow-up tracking

New signals

Ready to contact

Retainers pending

Storm workspace

What the team does next

1Review a new fire lead

2Confirm owner and property information

3Assign the intake follow-up

Step 1 of 6

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