A loss adjuster's work is instructions and claims: answering enquiries fast (often from stressed claimants), taking on cases, and moving each claim without a detail slipping. Management software starts exactly there, with online enquiry and consultation booking — a claimant reaches out from your website — and secure case intake that collects the claim details and documents, so the consultation starts informed. Fewer missed enquiries, nothing lost in an inbox.
Around that you switch on what keeps the practice running: an AI assistant that answers the general questions — "do you handle flood claims?", "how does it work?", "what are your fees?" — on WhatsApp at any hour, so no enquiry goes cold; and a case CRM that keeps each claim, its documents and updates organised and moving. All on the same, secure system.
It integrates with your website and your Google profile: the claimant who finds you enquires and shares their documents in a few taps, without the back-and-forth. We set it up in the real language of a loss adjuster — claim types, cases, documents, deadlines — connect it to your site, and support you closely, so you stay on the claims, not on admin.