Independent adjuster software for organized property claim work
Whether you handle carrier deployments or policyholder-side files, keep field notes, photos, tasks, and messages on the correct claim so you can open any file and know what happened last.
AI-assisted claim organization and review support. Professional review still required.
High claim volume punishes inconsistent file habits
Independent adjusters move between assignments with different carriers, formats, and deadlines — context gets lost when notes and photos are not tied to a single record.
- Field notes are captured on paper or personal apps instead of the claim
- Photos from inspections are emailed separately from the assignment file
- Follow-up tasks live in personal reminders instead of the claim queue
- Carrier and insured messages mix across unrelated assignments
- Handoff packages to reviewers or partners lack a consistent structure
- Reopening a claim means rebuilding timeline context from scratch
How XactaClaim helps independent adjusters
- Open any claim and see documents, timeline, and tasks immediately
- Attach photos, estimates, and field notes to the assignment record
- Track outstanding items with due dates visible on the dashboard
- Use AI summaries on Pro+ to gather context faster before you write
- Log XactaClaim-sent updates, portal activity, and verified voicemail when voice intake is configured
- Prepare consistent handoff files for QA, carrier, or partner review
Independent adjuster workspace tools
Built for solo adjusters and small IA firms moving fast across assignments.
Claim dashboard & queue
See open claims, phases, and tasks without switching tools.
Document & photo organization
Upload inspection images, estimates, and FNOL materials per file.
Task & follow-up tracking
Track outstanding items and due dates on each assignment.
Communication timeline
Track XactaClaim-sent updates, portal activity, and staff-logged activity on the claim.
AI claim summaries
Pro+Get briefing-style context from documents and notes.
Client portal updates
Plan dependentShare structured updates when portal access is enabled.
Independent adjuster workflow in XactaClaim
- 1
Accept the assignment
Create the claim with loss location, date, and reference numbers.
- 2
Capture field documentation
Upload photos, sketches, and notes from inspection.
- 3
Log communications
Record XactaClaim-sent updates, portal activity, and verified voicemail when configured.
- 4
Track open tasks
Add outstanding items for photos, signatures, or estimates.
- 5
Review with AI assist
Use summaries on Pro+ to prep before writing your report.
- 6
Hand off or close
Leave a clean file for QA, carrier upload, or archival.
Example workflows for independent adjusters
- Organize cat-deployment photos and notes across multiple daily inspections
- Track a contractor supplement request waiting on your field revisit
- Track XactaClaim-sent client updates, portal activity, and verified voicemail intake when configured
- Prepare a QA handoff package with timeline and documents attached
- Use AI briefing to reopen a complex commercial file after a pause
Professional review required
XactaClaim provides organization, automation, document review, and AI-assisted analysis tools. It does not provide legal advice, insurance coverage determinations, claim payment guarantees, or professional adjusting services. Outputs should be reviewed by qualified professionals.
Frequently asked questions
Work cleaner across every assignment
Start with a free workspace, review Pro+ AI tools on pricing, or book a demo tailored to IA workflows.