Managing Adjusters Directory
Track desk adjusters and their carrier associations.
Desk adjusters are the people you actually correspond with on the carrier side. They have email addresses, direct phone numbers, and they move between carriers. Without a directory, every status update email starts with you digging through old threads to find the adjuster's contact info, and you have no easy way to remember which carrier they were at when.
Saving adjusters in your directory and linking them to their carrier means selecting an adjuster on a new appraisal becomes a filtered dropdown instead of a fresh data-entry exercise. Pick the carrier, see only that carrier's adjusters, done.
This pays off for any appraiser working repeat business with the same carriers. If you handle even five files a year for the same adjuster, the time saved on contact lookups and email composition adds up fast.
Adjusters are the desk adjusters at insurance carriers who manage claims. Storing them in your directory makes selection easier.
Adding an Adjuster
Go to Directory → Adjusters
Navigate to the adjusters list.
Click "Add Adjuster"
Opens the add dialog.
Enter Details
Add name, email, phone.
Assign to Carrier
Select which carrier they work for.
Save
Adjuster is added to your directory.
Carrier Filtering