Storm operations
Public Adjuster Storm Response Workflow
A practical storm and CAT response workflow connecting event monitoring, territory review, canvassing, intake, capacity, claims, and field operations.
Updated July 13, 2026 · 8 minute read
Verify the event before mobilizing
Review authoritative weather, emergency, declaration, and local reporting sources, then identify the counties, ZIP codes, or territories that may be relevant.
Separate confirmed reports from forecasts and model output. Event intelligence should guide prioritization, not replace field verification or professional judgment.
- Source and timestamp recorded
- Affected territory reviewed
- Forecast separated from reports
- Safety information checked
- Internal event owner assigned
Create one storm workspace
Connect the affected area, canvassing list, intake link, QR materials, related leads, claims, and team assignments under one event instead of building separate spreadsheets.
Record why an opportunity was associated with the event. Geography and timing do not establish cause, coverage, or claim validity.
- Storm workspace and territory
- Canvassing list
- Dedicated intake campaign
- Related leads and claims
- Source and association notes
Control intake, capacity, and field work
Track leads needing contact, scheduled inspections, assigned files, and overdue follow-ups. Set limits based on field staff, office support, documentation capacity, and existing clients.
Field users should open the correct claim, upload evidence, add notes, create tasks, and update the office from a phone. Afterward, review conversion, workload, documentation gaps, and bottlenecks.
- Lead response owner
- Inspection capacity
- Duplicates reviewed
- Mobile updates connected
- Post-event review completed