Five skills for adjusters and restoration contractors without a CRM: first-notice checklist, inspection narrative, carrier letters, deadline research, settlement counter. Free.
Use when you need a proof-of-loss cover letter or a supplement request to a carrier. Drafts from the policy language and figures you paste, under your license.
Use when someone asks what clock applies to a claim in a state. Researches current statute and policy conditions, cites each source, lists deadlines to confirm.
Use when a new loss call or email comes in and you want to capture everything before it is lost. Intake checklist, questions in order, paste-ready summary.
Use when you are back from a site visit and want field notes and a photo list turned into a dated inspection note. Room by room, with what is still missing.
Use when a carrier estimate comes back and you want to know what to challenge. Reads the pasted estimate, lists items to question, drafts the counter to review.
First release. Five skills for adjusters and restoration contractors without a CRM: first-notice checklist, inspection narrative, carrier letters, deadline research, settlement counter.