Hey and welcome to Adjusto! 👋
Sometimes the best way to learn is by doing, so let’s work a claim together. We’ll cover a lot of what’s available in the platform, so you can figure out what features work for you and your workflow. We’ve built Adjusto to be flexible, so it should fit right into how you work claims.
Sign up for Adjusto 📬
You should’ve received an email invite to join your organization on Adjusto.
- Open the email
- Click the link
- Add in your name & password
And that’s it! Your account should be setup.
Problem with your invite?
Reach out to your Adjusto org admin, they can send (or resend) your invite.
1. Create a test claim
From the Claims page, click Add Claim
Add in Claim Details
Fill out all the required fields in the Add Claim form.
In the Claim Number field, put in "Test - [Your Name]" so that we know that this isn't a live claim.
In Assigned To select yourself, since this is your claim.
While Deductible is optional, set it to a low value like $50.00.
The Policyholder Name and Address fields can be filled out however you’d like.
Finally, click Add Claim to create your new test claim.
Your New Claim
You’re now on an empty claim page in the adjuster view.
From here you’ll be able to add items, invite policyholders to collaborate, work the claim, and more.
This claim is can be seen and worked on by all the adjusters in your organization.
Claim Workflow
The basic way claims work is:
- You add items to the claim (we have many ways you can do this)
- Adjusto’s AI automatically finds product matches and pricing, and applies depreciation.
- You review the item matches and valuations and make any changes you need
- Once finalized, you publish a report.
So let’s start adding items to the claim.
Add Items with a Loss Sheet
The first way we’ll add items is by uploading a loss sheet. Loss sheets can be spreadsheets (Excel, CSV) or handwritten forms (that’s right, our AI can read handwriting).
We’ll start with a spreadsheet. You can download our sample spreadsheet here.
Drage
