Firm owners
Define a repeatable inspection approach without relying on every adjuster to reconstruct the firm’s standards from memory.
For independent adjusting firms
IA firm software for consistent field inspection files
Give adjusters a configured inspection workflow while owners, operations managers, QA managers, and field managers retain practical visibility into the documentation moving through the firm.
Current product screens shown with synthetic demonstration data.
app.adjustercopilot.ai/claims
Firm operations
One inspection standard, viewed from each operational role
The same structured field file serves different review needs without implying automated QA, workforce management, or enterprise analytics.
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 human-reviewed narrative—not an automated quality score.
Field managers
Give adjusters a guided sequence that carries the configured requirements into the property, including when connectivity is limited.
Configured workflow
Standardize what gets collected without promising identical outcomes
Adjuster Copilot presents the requirements configured for the applicable inspection. The adjuster still evaluates the property, verifies the evidence, and remains responsible for the completed file.
- 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.
Available now
Current tools for structured field documentation
These are current capabilities. Configuration can vary 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.
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
Visibility into files—not an enterprise control tower
Authorized operations users can search the current claim list, review workflow status, and open the underlying claim record. That visibility supports human follow-up; it does not automate quality decisions or workforce operations.
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
Product boundaries
Current, configurable, planned, and unsupported are different
A firm evaluation should account for what is available today and what is not.
Current and configurable
- Guided and offline inspections, photo organization, narrative drafting, and current reporting
- Inspection profiles, questionnaires, required photo sets, narrative templates, and report configuration
- Claim and workflow-status visibility for authorized operations users
Configured behavior depends on the applicable client, loss type, and inspection profile. It should be verified during setup.
Not represented as current
- Workforce dispatch, workforce scheduling, or SLA enforcement
- Automated QA scoring, enterprise analytics, or guaranteed completeness
- Carrier integrations, client portals, public APIs, or webhooks
- Compliance certifications or unrestricted multi-tenant administration
Expanded report export formats and team roles and permissions are in development. Integrations, analytics dashboards, public APIs, and advanced damage-detection AI are roadmap items without a promised delivery date.
Evaluate the fit
Follow the product evidence
Review tutorials for the current workflows most relevant to firm standardization.