Claims Desk
By AdjustCRM. Built by the people who run AdjustCRM, on the claims desks that use it every day.
Six skills that turn your AI into a working member of your claims desk. Free with your AdjustCRM account.
- 6 skills
- Every skill works in your AI app as-is
- Version 1.0.0, released Sep 6, 2026
- Free tier available
The skills in Claims Desk
Claim Desk Review
Use when you pick up a claim cold, before a carrier call, or when a claim feels stuck. Deep-reads one AdjustCRM claim (notes, tasks, deadlines, contacts, documents), reports where it stands and what is missing, writes the next-action plan back as a note, and advances the stage if you want.
works in your AI app as-isDeadline Triage
Use every Monday and whenever claims change. Reads every deadline across your AdjustCRM book, buckets them by urgency, researches the statutory clock for open claims with no date on file, and turns the top items into follow-up tasks so nothing slips.
works in your AI app as-isInspection Logger
Use the same day as a site visit. Turns rough field notes and a photo list into a clean AdjustCRM record: captions and tags every photo by room, damage type, and before or after, logs a structured inspection note, and moves the claim forward.
works in your AI app as-isNew Claim Intake
Use the moment a new loss comes in. Turns a forwarded carrier email, voicemail transcript, intake call, or pile of notes into a fully set-up AdjustCRM claim: the claim record, policyholder of record, people involved, an intake note, and the right opening stage.
works in your AI app as-isPolicyholder Update
Use to keep insureds in the loop without writing every update by hand. Drafts a plain-language status update from the real state of the claim in AdjustCRM, no jargon or false promises, and sends it or a portal invite when outward actions are on for this assistant.
works in your AI app as-isWeekly Book Review
Use every Monday morning. Reads your whole book of claims in AdjustCRM, shows where the money and the risk sit, flags every claim that has gone quiet, and builds the week's plan as real tasks on the real claims. The 20-minute review that stops surprises.
works in your AI app as-is
Per organization, on the seller's store
- FreeFree
v1.0.0 Sep 6, 2026
First release. Six skills that read and write your AdjustCRM claims: new claim intake, deadline triage, claim desk review, policyholder updates, inspection logging, and the weekly book review.
Full history on the changelog.
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- Carrier letter
- Deadline research
- First notice checklist
- Inspection narrative
- +1 more
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ProvenSkills LabsThree skills for the moment a customer is about to leave: the save play, the personal past-due email, the one-question exit interview. Free.
- Dunning email
- Exit interview
- Save play
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