Home Playbooks Public Adjusters Intake Command Owner-led Team (1-5) Playbook: Public Adjusters · Intake Command · Owner-led Team (1-5)
Intake Command playbook for public adjuster teams in owner-led teams. Unify intake, evidence, and response execution across adjusters and operations leads. Standardize first-file quality and launch active claims with complete operational context. This version is tuned for owner-led teams.
Workflow priorities Define required intake and evidence inputs by claim type. Route kickoff ownership and next actions automatically. Establish an intake QA checkpoint before assignment handoff. Launch one standardized workflow per role with lightweight operating reviews. Execution risks to control Claim context can fracture between first notice, field updates, and office execution. Intake rework compounds downstream when critical details are missed at first notice. Owners become bottlenecks when workflow ownership is not delegated clearly. Manual status reconciliation consumes leadership time and hides bottlenecks. 30-day rollout plan Week 1: Align PA operators on baseline workflow scope and claim-stage definitions. Week 2: Configure intake command workflow controls and ownership standards for owner-led teams. Week 3: Pilot across one active claim segment and resolve handoff friction before broad rollout. Week 4: Launch weekly 20-minute owner review with KPI review and intervention triggers. KPI focus
Operating targets to track Intake-to-assignment cycle time
First-file completeness rate
Rework incidents triggered by missing intake context
Workflow adherence by role across owner-led teams
Team-size variants
Switch this playbook to match your current org shape Growing Team (6-20) Introduce repeatable operating rhythms as claim volume and role specialization increase.
Open variant Multi-Crew Organization (20+) Scale consistency across crews, coordinators, and leadership without losing workflow control.
Open variant FAQ
Implementation answers before rollout Can we use this playbook if our team already has existing tools? Yes. Claimlink playbooks are implementation guides, so you can phase adoption by workflow and keep your rollout aligned to current operations.
How quickly can owner-led teams implement this? Most teams can pilot within a few weeks when ownership and workflow scope are defined up front during onboarding.
Does this playbook include field workflow support? Yes. Claimlink supports web and iOS participation so field and office teams can operate from shared claim context.
Plan your rollout
Pick the path that matches how you buy. Evaluate by workflow, audience, or team size before your demo.
Solution workflows Start with the workflow creating the most operational drag right now.
Explore solutions Audience paths See implementation guidance by operator type: public adjusters, roofers, and restoration.
Explore audiences Team-size playbooks Map rollout steps by use case and team size before your first implementation sprint.
Explore playbooks Next step
Pressure-test this playbook against your live claim workflow. Book a focused walkthrough and we will map this operating model to your roles, current claim mix, and team structure.