Public adjuster intake checklist for cleaner claim kickoff.

Who this checklist is for

• Owner-led PA firms that want fewer intake misses and cleaner kickoff quality.
• Growing teams standardizing what must be captured before a claim leaves first notice.
• Operations leads who want intake to feed the next workflow instead of creating cleanup work.

Claim basics to capture before the file moves

Make sure the first record includes the information the next operator will actually need.

• Claimant name, best contact details, and communication preference.
• Loss location, event timing, and current urgency level.
• Policy, carrier, and adjuster details if they are already available.
• A short claim narrative that explains what happened in plain language.

Evidence and context to lock in early

Intake quality drops fast when photos and notes arrive without structure.

• Initial photos, field notes, and intake-call observations tied to the file immediately.
• Known missing information flagged clearly instead of hidden in a follow-up inbox.
• Any deadlines, inspections, or promised next steps recorded during intake.

Handoff checks before assignment

A file should not leave intake until the next owner can move without guesswork.

• Confirm who owns the next action and when it is due.
• Mark blockers that would stall site work, documentation, or response prep.
• Verify the file is ready for assignment, not just created in the system.