Public adjuster software for cleaner, more organized claim files
Keep carrier estimates, contractor scopes, policy documents, client updates, and supplement evidence in one claim workspace — so your team can review differences and prepare files with less reconstruction.
AI-assisted claim organization and review support. Professional review still required.
When claim files sprawl, review slows down
Public adjusters juggle competing estimates, policy language, photos, voicemails, and client messages while carriers and contractors send updates on different timelines.
- Carrier and contractor estimates live in separate emails and folders
- Policy endorsements and coverage notes are hard to find during review
- Requested documents from policyholders slip through follow-up cracks
- Client SMS and email threads are not tied to the claim record
- Supplement and dispute packages take time to assemble from scattered sources
- Photos and inspection notes lack consistent organization by loss area
How XactaClaim helps public adjusters
- Centralize each claim’s documents, timeline, and communications in one workspace
- Compare carrier and contractor estimates side by side on Premium plans
- Track requested items and open follow-ups without separate spreadsheets
- Use AI-assisted policy and document review to speed prep — not replace your judgment
- See claim-related client updates sent through XactaClaim when messaging is configured and consent is on file
- Prepare cleaner review packages before supplements or disputes move forward
Tools public adjusters use in XactaClaim
Real workspace capabilities — availability depends on your plan and setup.
Claim workspace & timeline
See claim activity, phase, and communication history in one place.
Estimate comparison
PremiumReview carrier vs contractor line items and variance context.
Requested items tracking
Track missing documents and open actions tied to each claim.
Policy & document AI review
Pro+Summarize policy language and uploaded documents for faster prep.
Client updates
Plan & workspace setupSend email and SMS updates when contact info and consent allow.
Demand drafting support
Premium, when enabledAssist with demand letter prep from organized claim context.
A typical public adjuster workflow
- 1
Open the claim file
Create or import the claim with loss details and adjuster assignment.
- 2
Upload estimates & policy docs
Add carrier estimates, contractor scopes, photos, and policy PDFs.
- 3
Track requested items
List missing LORs, photos, or endorsements with due dates.
- 4
Compare estimates
Review variance between carrier and contractor numbers on Premium.
- 5
Communicate with the client
Log updates and send reminders when messaging is configured.
- 6
Prepare for review
Export organized context for supplement or dispute preparation.
Example workflows for public adjusters
- Compare a carrier estimate to a contractor scope before a supplement call
- Track a policyholder’s missing signed authorization and photo set
- Organize policy declarations and endorsements for a commercial fire loss
- Keep XactaClaim-sent client SMS and email updates attached to the same residential claim when messaging is configured and consent is on file
- Build a cleaner file package before internal or carrier review
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
Organize your next public adjuster claim file
Start with a free workspace, explore Premium tools when you need estimate comparison, or book a demo to walk through your workflow.