Adjusto lets you work directly with policyholders so they can help build the claim—without slowing you down.

You can invite policyholders to collaborate on claim. They’re able to add items in their own view and submit them to the claim for an adjuster to review.

We strongly recommend you start with Crash Course: Create & Work a Claim.

You can either reuse the test claim from part one or create a new test claim to use during this tutorial.

You’ll need another another email address which we can invite as a policyholder.

From inside your claim:

That’s it on your end as an adjuster. But we’re going to play the role of a policyholder too.

Finally, Sign Out as an Adjuster or open a new window in Incognito/Private Browsing to act as a policyholder.

Click your initials or the triple dot button to open the Sign Out button.

Check your email for an email inviting you to collaborate on Adjusto.

The policyholder view works on both mobile and desktop. We’ll start with the mobile view.

Sign up with your policyholder account. You’ll just need to set a name and password.

Like adjusters, policyholders can add items in multiple ways:

However, when a policyholder adds an item, it’s not immediately run through the AI valuation system. That only happens when a policyholder submits the item.

Policyholders will only see the data they put in. AI valuations and product matches are only visible to adjusters.

So let’s start adding items!

The spreadsheet upload works the same as the adjuster flow. Upload a file (sample files here), and the items will appear in the Items tab. See Crash Course: Create & Work a Claim for more info on that

Policyholders can also manually type add in items, in a form view.

This is the cool bit. Adjusto’s AI is able to take items from videos & photos.

Videos work better than photos, especially when you conversationally narrate which items you want to add. Here’s a quick guide on how to record a great video.

Videos are segmented out by room, so start by using New Room to make room.

Next select a video and add it to your new room. You can use a sample video from here or record your own.

Then click Upload 1 File to start the video upload.

The AI will start processing the items and send you an email when they’re ready. The Items tab will automatically update with them when they’re ready.

Once processed, you can review and modify the items list.

Items are divided into

Update the items in your items list so they’re Ready to Submit.

Once your items are Ready to Submit, click Submit Items to send them to the adjuster.

Most of the policyholder experience is the same on desktop browsers as it is on mobile browsers.

However the Items view is enhanced for the desktop.

Items are listed in a spreadsheet interface that works like Excel or Google Sheets.

Add in a few items in the top row of the spreadsheet to see how it works.

You can also add in more items via spreadsheets or videos to fill out the spreadsheet more too.

Items from Photos & Videos have a few extra features worth know about.

Check out Crash Course: Policyholder Videos to learn more.

If you have any questions or feedback don’t hesitate to email support@adjusto.ai. No question is to small.