This is a guide on Adjuster Pilot’s home screen. The home screen is where you will begin your work every time you open the app, so let’s get to know it a little better! 
Claim Categories #
Use this list of categories to quickly navigate to the specific claims you need to work on. Here is a brief review of what each category means:
- Received: Claim has been received but insured hasn’t been contacted
- Contacted: Insured has been contacted but inspection hasn’t been scheduled
- Scheduled: Inspection appointment has been set up with the insured
- Inspected: Inspection was completed and has been marked as inspected
- Ready to Report: Claim that was previously on hold is now ready to complete
- Submitted: Claim has been submitted to the firm
- Total Open: All Open claims and supplements — includes submitted claims until they are closed
- Closed: Claims that have been submitted to and approved by the firm
- Favorites: You can favorite unique claims for quick and easy access
4 Quick Access Buttons #
Here is a brief review of what each button does:
- On Hold: Claim is awaiting action from somebody else
- Supplements: Claim has been reopened for additional handling
- To Inspect: Includes claims which have statuses of Received, Contacted, Scheduled, and Needs Re-inspect
- New Claim: Quick access to start inputting a new claim
Search Bar #
Use the search bar to search for claims by virtually any criteria, including:
- Name of insured
- Address
- Claim #
- Firm File #
- Firm
- Carrier
- Loss Type
- Name of desk adjuster
- You can even search by notes!
Options #
Found at the top right of the Home screen, the Options menu gives you a couple of quick operations:
- New Claim: Quick access to start inputting a new claim
- Announcements: Info about new updates, changes, and anything else you may need to know
- Help: Access to our help documentation and support ticket entry
- Log Out: Log out of Adjuster Pilot
Quick Help #
We’ve implemented a quick help button on the home page to give you a few quick tips. Most of the tips are also included on this page, so look for the ? icon any time you need help!