Adding a claim

This document gives you in-depth information on each section throughout the claim entry process. There are a few places where you can begin entering a new claim:

• Home: There is a + New Claim button conveniently located here.
• Options : Select the 3 dots to open the options menu, you will have a + New Claim option available. This option appears if you are currently in the Home, Claims, or More tab.

When you first enter a claim, information is divided into two major sections:

• Insured & Claim
• Property & Photos

You can navigate between the sections by tapping either option. The two options are located at the bottom of your screen:

1st Slide: Insured & Claim #

Insured #

Contact

• Enter the primary insured’s name, and an additional point of contact if desired.
  • Example: a spouse, resident, or caretaker.

Company

• If the claim is for the business, enter their name here.
  • Note: A primary contact is not required if the claim is for a business.

Phone Numbers

• Tap + add phone to enter a phone number and type for the insured.
  • Note: if you don’t see an applicable type, feel free to add one!

Email Addresses

• Tap + add email to add an email for the insured.

Tip: You can use the phone number and email addresses to contact the insured from Adjuster Pilot!

Loss #

Type

• Select the applicable loss type for your claim.
  • Note: If you need to, you can add a new loss type by hitting the + New Loss Type button.

Address

• Enter the loss address for the claim.
• Once an address has been entered, you will see Validate Address with USPS appear directly below the address.
  • After tapping the button, choose if you’d like to keep or change the address.
  • Be aware that the USPS’s validation service will oftentimes make very minor alterations while validating.
    • (Ex: changing “Street” to “ST”, “Road” to “Rd”)
    • Any errors during validation are relayed from USPS to Adjuster Pilot.
• If an address is successfully validated, you will see Address Validated below it.

Tip: Tap Copy next to the street address to copy to your clipboard.

Dates #

• Enter the first set of dates :
  • Loss
  • Received
  • Due
  • 1st Contact

• Note: If you don’t have any date information available right now, you can enter it for the claim later. In this case, the claim will default to received status.

Claim #

Firm

• Select the firm.
• Add a new firm by selecting the + New Firm button.
• If you haven’t added any firms yet, you will be taken to the firm entry screen.
  • Once you’ve entered the information for the firm, tap Done.

Firm File #

• Type the file number given to you by the firm.
• File # is not required, but can always be added at a later time.
• Once entered, you can copy the file # to your clipboard by tapping Copy .

Carrier

• Select the carrier.
• Add a new carrier by selecting the + New Carrier button.
• If you haven’t added any carriers yet, you will be taken to the carrier entry screen.
  • Once you’ve entered the information for the carrier, tap Done.

Claim #

• Type the claim number given to you by the carrier.
• Once entered, you can copy the claim # to your clipboard by tapping Copy .

Desk Adjuster

• A carrier is required before you can select a desk adjuster.
• Once you’ve added or selected a carrier, you’ll have the ability to select a desk adjuster.
• The drop-down list will show adjusters for the selected carrier.
  • If you need to add a new adjuster you can hit the + New button.
• You can quickly view information about the desk adjuster by tapping .
  • A window will pop-up that allows you to:
    • View and edit phone numbers
    • View and edit email addresses
    • View and edit notes
      • Tip: Notes are useful to store relevant information, such as:
        • If you need to bring specific documents
        • A locked gate code
        • Additional contact information
        • If there’s a certain meeting place
    • View and edit all other information for the adjuster
• Once entered, you can copy the desk adjuster’s name to your clipboard by tapping Copy .

2nd Slide: Property & Photos #

This section is dedicated to the property details. If you don’t have this information readily available, you can return to this section at a later time.

Loss Address & Type #

• This section displays the loss address and loss type.
• At the top right, tapping Options gives you the ability to:
  • GPS your location to the loss address
  • Google Search
  • Google Earth
    • Tip: Google Earth and Google Search help gather more information about the claim!
  • Search Tax Rate
  • Copy Address
• You can also change the loss type by using the drop-down list.

Property #

Steepness

• Select the steepness of the dwelling.
• You have these options:
  • Flat
  • Not Steep
  • Somewhat Steep
  • GOAT Steep

Ladder

• Select the ladder that is required.
• You have these options:
  • 1 Story
  • 2 Story
  • Pull-Up
  • Assist

Pitch

• Enter the pitch for the dwelling.
  • This is written as ___/12

Interior Damage

• Check this box if interior damage is present.
• There is an indicator listed on your claim to quickly identify which of your claims have interior damage.

Building Count

• Use this to document the number of buildings on the property (ex. pole barns, sheds, etc.)

Building Notes

• Utilize this section for writing down specifics on which buildings have damage as well as documenting other important bits of information about the buildings.
  • ex. A farm that has numerous outbuildings may be referred to as a “barn”, “shed”, or “grain building”. Building Notes would allow you to keep track of what should be inspected as well as what may or may not have coverage.

Geographical Group

• Select a geographical group for the claim.
• If you’d like to create a new geographical group, you can tap + Add New.
• Learn more about using geographical groups in Adjuster Pilot here:

https://adjusterpilot.com/docs-category/geographical-groups/

Photos #

Main

This is where you will put an identifying photo of the dwelling. This is typically a picture of the front but it could be whichever view works best to showcase the building.

We like to think of it as, “What door am I knocking on when I arrive?“

• Add a photo by tapping within the box that says tap to add.
  • You can either upload a photo from your camera roll or use your phone’s camera to take a photo on the spot (shown below).

Overview

This is where you will capture a bird’s-eye view of the property. Google Earth can be very useful for this section.

• Add a photo by tapping within the white box that says tap to add.
  • You can either upload a photo from your camera roll or use your phone’s camera to take a photo on the spot (shown above).

Tip: Add notes to each photo to help you throughout the adjusting process!

Final Step: Saving your new claim #

Once you’ve entered all available information, tap Save at the top right corner of the screen to save your claim.

• The claim information you’ve entered will be displayed on the next screen.
• The new claim will now appear in your claims list.