Public Adjusting Software: What to Look For
Claims practice management is not generic CRM. Here is the checklist a public adjusting firm should hold every tool against.
2026-07-08 · public-adjusting · claims · guides
Generic CRMs treat a claim like a sales deal. It is not. A claim carries statutory deadlines, carrier correspondence, vendor assignments, and a settlement that pays the firm a percentage — none of which a pipeline card models.
The checklist
- Claim-native records: policyholder, carrier, adjusters, vendors, documents, and settlement math on one file.
- Deadline discipline: follow-ups and reminders attached to the claim, not to someone's inbox.
- Vendor coordination: mitigation, roofing, and contents vendors assigned and tracked per claim.
- Fee visibility: settlement and fee reporting that finance can read without a spreadsheet export.
Where SerapisERP fits
The Public Adjusting preset ships claims practice management out of the box — intake to settlement — wired to the same calling, marketing, and finance modules the rest of the firm runs on.