Software for loss adjusters

Management software for loss adjusters

A claim is a file that grows for months: photographs, schedules, quotes and correspondence with three parties. Management software for loss adjusting keeps the evidence and the deadlines in one place.

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In brief: software for loss adjusters

Evidence gathered on day one has to stay findable a year later.
Every claim involves at least three parties writing to each other.
Schedules of loss are the document the settlement is argued from.
Fees on a percentage basis need the settlement tracked to be billed.

Photographs are the case. Taken on the first visit, attached to the claim rather than sitting on a phone, they are what supports a figure eleven months later when memory has gone and the building has been repaired.

Correspondence runs in three directions at once: the client, the insurer and whichever contractor is quoting. Kept in one thread per claim, it is a record; scattered across inboxes, it is an argument waiting to happen.

The schedule of loss is the working document. Item by item, with values, evidence and what has been conceded, it is what the negotiation actually runs on, and it changes weekly.

Percentage fees only get billed correctly if settlements are tracked. Interim payments, agreed heads of claim and the final figure need recording as they happen rather than reconstructed at the end.

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The modules loss adjusters need

Start with the one that hurts most and switch on the rest when you're ready — they all share the same data.

Starts here

Clients (CRM)

The record, history and follow-up for every client and quote, so none slips away.

Email marketing

Campaigns and automations to bring clients back, with ready-made templates and tracking.

Analytics

What brings you clients and what doesn't, in a clear panel with no jargon, to decide with data.

How we do it for loss adjusters, step by step

1

We look at your day-to-day

We look at what you already keep — diary, spreadsheets, notebook — and what can stay exactly as it is.
2

We choose the modules

We agree what success looks like in three months, so the choice can be judged later.
3

We set it up for your sector

We set up the automatic reminders, because the most expensive appointment is the one nobody turns up to.
4

We connect it to your website

We wire the panel to your Google Business Profile, so a search lands straight in your system.
5

We hand it over working

Simple training and close support so you get value from day one.

It starts where your customer finds you

First contact is usually a description of what happened and a policy number. Capturing the type of loss and the date at that moment lets the reply set out the immediate steps rather than ask for basics.

Frequently asked questions about software for loss adjusters

Why does evidence handling matter so much? +

Because the building gets repaired and the memory fades. Photographs taken on the first visit and attached to the claim are what supports a figure a year later when nothing physical remains to inspect.

How should correspondence be organised? +

One thread per claim, covering all parties. Client, insurer and contractor writing separately into different inboxes is how a settlement discussion turns into a dispute about who said what.

What makes the schedule of loss central? +

It is what the negotiation runs on. Item by item, with values and evidence and a record of what has been conceded, it changes every week and it is the document both sides argue from.

How are percentage fees best handled? +

By tracking settlements as they are agreed. Interim payments and individual heads of claim recorded when they happen produce an accurate fee; reconstructed at the end, they produce an awkward conversation.

Much more than a website

Not just your website. Your CRM so no enquiry slips away.

Every enquiry that comes through the website lands in your panel with follow-up, and you turn it into a client.

Customer CRM

Every contact that comes through your website lands in your panel, with follow-up and notes. Nothing gets lost.

Bookings & appointments

Online diary with automatic reminders. Your customers book themselves, you see your calendar fill up.

AI assistant

A smart chat serves and captures customers on your website 24/7, and passes the interested ones to your CRM.

Clear analytics

How many visit you and where they come from, with no jargon or annoying cookies. Decisions backed by data.

All under your brand, in one place.

I want my panel

What loss adjusters look for

If any of these is what you're after, this software is for you.

claims management software
evidence and photo management
schedule of loss software
case correspondence tracking
fee tracking software

What your management software includes

The matter sets the pace

Not the diary but the matter: quote, engagement, deadlines and invoices in one place, traceable client by client.

Deadlines that don't slip

Recurring tasks and reminders attached to the matter, not to a sticky note on the screen.

Fees you can see

Time spent, rates and unpaid invoices per matter, so nobody recalculates at month end.

Shall we put the day-to-day in one place?

We'll show you the modules that fit how you already work. Demo and quote, no commitment.

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