Public adjuster SOP template for cleaner workflow execution.

Who this template is for

• Owner-led teams that want clearer expectations as they grow past a few people.
• Operations leaders standardizing handoffs and reducing claim-process drift.
• Firms formalizing workflow expectations before software rollout or training.

Sections every PA SOP should include

A useful SOP should explain what happens, who owns it, and when intervention is required.

• Intake standards and what must be true before the file is assigned.
• Documentation and evidence expectations by workflow stage.
• Ownership, escalation, and next-action rules for active claims.
• Response-prep readiness criteria and review checkpoints.

How to keep the SOP usable

The best SOP is specific enough to guide work and simple enough that the team still uses it.

• Write the SOP around actual workflow stages, not generic department language.
• Use checklists and decision points instead of long narrative paragraphs.
• Define what changes ownership and what requires leadership attention.

How to roll the SOP out

Standardization works best when it is paired with one visible operating system.

• Pick one high-friction workflow to standardize first.
• Train the team on the expected next action, not just the document itself.
• Use live files to validate where the SOP is still too vague or too rigid.