Give your firm a home
Complete the setup interview. Record your business details, licensed states, and staff. Upload your firm’s original PDF templates and map their blanks.
BUILT FOR PUBLIC & INDEPENDENT ADJUSTERS
You handle the loss.
Lose the busywork.
Same client. Same date of loss. Same details, typed into another form. Loss Manager gives every claim one shared record—and your firm a workspace that puts it to work.
Your firm’s forms. Your clients’ claims. Separate access for each.
YOUR FIRM’S WORKSPACEClaim record
ILLUSTRATIVE CLAIM
DocumentationAlex Morgan · Water loss
Your selected state / your firm’s contractDeclarations page.pdfUploaded once · Original preserved
Extract → review → reuse
- Insured
- Alex Morgan
- Carrier
- Example Insurance
- Policy number
- HM-20481
- Date of loss
- Needs claim evidence
Your firm’s contractMapped blanks
Statement of lossShared claim details
Proof of lossYour template
Review extracted facts once. Prepare the matching forms.
One firm workspaceOne record per claimYour forms, by state50-state configuration
FROM INTAKE TO DOCUMENTS
The claim moves forward.
The details move with it.
Documents, photos, payments, and conversations belong to the same file—not scattered across inboxes and repeated across forms.
Open a claim. Drop in the evidence.
Upload a declarations page, insurer letter, estimate, spreadsheet, or photo. The AI assistant extracts what it can find, shows its sources, and flags gaps for review.
Let the record fill the forms
Accept the correct facts once. Enabled templates for that claim’s state prepare populated drafts. Review the PDF, release it, and guide your client through signing.
YOUR PRACTICE ISN’T A GENERIC TEMPLATE
Your states.
Your requirements.
Your firm’s forms.
Built for public and independent adjusters across all 50 states. Contract and document requirements vary by state and type of work. Upload the forms your firm uses, including any state-required or regulator-approved versions that apply to you.
Loss Manager fills mapped blanks in your original PDFs using reviewed claim details. Your firm chooses where each version can be used and records required approvals or its own jurisdiction review.
One state example: Michigan. Michigan requires public adjusters to use approved contracts. That requirement is an example of why your workspace uses your firm’s forms for the states where you work. Michigan DIFS guidance ↗
Configure your formsYour firm’s template library
Your firm’s applicable states
Adjuster service contract
Your original PDF · Approval where required
Your claim workflow
Statement of loss
Your format · Shared claim details
When required for the claim
Proof of loss
Applicable form · Claim-specific requirements
Illustrative documents. Each firm uploads its own forms and confirms the applicable state requirements.
THE FILE IS ALSO THE MEETING PLACE
Work together.
From wherever the work takes you.
Open the claim first, then share its client link. Your client signs in to their assigned file. Your team stays in the same record.
Ask the claim assistant
Type or dictate an update. Review proposed claim details, ledger entries, photo captions, and contents items with source evidence.
Meet around the evidence
Add a video or audio meeting link for live discussion and screen sharing. Use synchronized photo and document review in the claim portal.
Turn photos into a record
Draft labels, identify visible contents, research replacement prices, and prepare a two-photo-per-page loss report.
Guide the signature
Clients review the form and enter their signature and phone number. Signing date and time are captured at submission.
FOR THE PEOPLE DOING THE ADJUSTING