Firm owners
Define a repeatable inspection approach without relying on every adjuster to reconstruct the firm’s standards from memory.
IA firm software
Put your inspection standards in the field
Configure what a complete file means for each client. Copilot carries those requirements to the property and brings back a file that matches them.
Current product screens shown with synthetic demonstration data.
app.adjustercopilot.ai/claims
Firm operations
One standard, every role sees what it needs
The same structured field file answers different questions depending on who opens it.
Operations managers
See claim and inspection status in the desktop workspace, then open the underlying file when follow-up is needed.
QA managers
Review a structured file built from required questions, photo categories, notes, and a narrative the adjuster has already read and approved.
Field managers
Give adjusters a guided sequence that carries the configured requirements into the property, including when connectivity is limited.
Configured workflow
Your standards, carried to every property
Configure what a complete file means for each client once, and every adjuster arrives with those requirements already in front of them.
- STEP 01
Configure the inspection
An inspection profile brings together the applicable questionnaire, required photo set, narrative template, and reporting rules.
- STEP 02
Open the assigned claim
The adjuster opens the claim and downloads the inspection data needed for supported offline fieldwork.
- STEP 03
Follow the guided requirements
Required questions, inspection items, and photo categories remain visible as the adjuster documents the property.
- STEP 04
Capture and organize evidence
Photos, labels, captions, notes, and answers stay associated with the claim and inspection rather than a separate camera roll.
- STEP 05
Reconnect and synchronize
Pending work uploads when connectivity is available. The app shows pending, successful, and failed synchronization states for user review.
- STEP 06
Review the file and report
Authorized users can review claim details and status while the adjuster verifies the narrative, photo sheet, and inspection report.
A worked example
One client, configured end to end
Say your firm handles wind claims for a carrier client — call them Northstar Wind. Here's how their standards travel with every assignment. (Illustrative example; configuration varies by client and inspection profile.)
- 01
Client registry
Northstar Wind exists once in your registry — contacts, expectations, and the inspection profile that applies to their assignments.
- 02
Wind questionnaire
Their question set loads with the claim: slopes, test square, collateral damage, and the rest of what they expect answered.
- 03
Required photo set
Four elevations, roof edge, test square, soft metals — tracked on-site so the adjuster sees gaps before leaving.
- 04
Narrative & report
Their narrative template shapes the AI draft, and the assembled report follows their reporting expectations.
A different client's assignment loads different requirements. The adjuster inspects; Copilot remembers the standards.
Available now
What your adjusters get in the field
Configuration varies by client, loss type, and inspection profile.
Configurable workflows
Inspection profiles combine configured questions, photo requirements, narrative templates, and report behavior for the applicable work. Profiles are authored from the desktop web app.
Required questionnaires
Guided question sets make the expected documentation visible during the inspection.
Required photo categories
Configured photo sets prompt adjusters to collect and organize the expected views by category.
Guided inspections
Progress and required items stay visible through a consistent field sequence.
Offline field operation
Downloaded claim and inspection data, supported answers, notes, and photos remain available on the device until synchronization can occur.
Inspection reporting
Captured details and organized photos carry into the current assembled report and photo-sheet workflow.
AI-assisted narratives
Field notes can produce an editable narrative draft; an adjuster reviews and approves the wording.
Operational visibility
The desktop workspace shows claim, inspection, review, revision, and report states with search and filters.
Office review
See the work without chasing it
Search the claim list, check where each inspection stands, and open the record itself — so follow-up starts from the file instead of a phone call.
Follow the documentation into the claim
Open a claim to review its inspection status, photos, notes, messages, documents, and generated reports. Search and status filters help locate work that needs a person's attention.
app.adjustercopilot.ai/claims/gs-26-3329
Configured behavior follows the client, loss type, and inspection profile — worth walking through together during setup. Everything described here as current is live today. What's in development and planned is labeled — never sold as available. Last reviewed 2026-09-01.
Evaluate the fit
Put your standards on one real claim
Talk through your clients and documentation requirements, or start a trial and configure a profile yourself.