Overview
Adjuster Notes and Documentation centralizes every file note, email, photo, and report for a claim in a searchable, audit-ready record. It sits inside Claims Tracking, so context is never lost and collaboration is secure and traceable.
For MGAs, MGUs, wholesalers, and carriers, this capability reduces leakage, improves compliance, and shortens cycle times. Expert Insured brings this to life as an insurance management platform and modern insurance operations platform that keeps the entire claim file organized, defensible, and actionable.
Why it Matters
- Creates a complete, time-stamped claim narrative that stands up to audits and litigation
- Cuts handoffs and rework by giving all parties the same, current documentation
- Drives better outcomes by linking notes to statuses, reserves, and financial decisions
- Reduces loss run surprises by ensuring consistent documentation across the claim lifecycle
Who it is For
- MGAs, MGUs, program administrators, wholesalers, and carriers using structured claims files: MGAs, MGUs, and Program Administrators, Wholesalers, and Carriers
- Lines with heavy documentation demands such as Commercial Specialty, Transportation, Workers Compensation, and Personal Lines
- Claims adjusters, supervisors, SIU, finance and reserving teams, and program managers who need clear, consistent claim files
How it Works
- Threaded claim notes with timestamps, user attribution, and privacy flags for internal-only, partner, or external visibility
- Document capture and management with drag-and-drop upload, version control, and file type tagging
- Role-based access controls to restrict sensitive notes and documents by team, partner, or TPA
- Workflow-linked documentation that ties notes and attachments to specific claim phases using Claims Workflow and Statuses
- Reserve impact commentary that connects narrative rationale to financial movements in Reserve Tracking
- TPA and partner correspondence automatically filed to the claim via secure integrations powered by TPA Integrations
- Analytics-ready metadata on all notes and documents for trend analysis in Claims Analytics and Dashboards
- Configurable inclusion of note summaries and attachments for insured and broker reporting in Loss Run Generation and Sending
Why Expert Insured is Best for Adjuster Notes and Documentation
Expert Insured unifies documentation, workflow, and financials in one system, eliminating fragmented claim files. Every note and file is permissioned, versioned, and indexed for reporting, with audit-grade history preserved by default. Deep links to statuses, reserves, and partner integrations make documentation operational, not just archival. As an insurance operations platform that also supports agency management system needs, Expert Insured scales across high-volume claim programs while maintaining strict controls and a clean user experience.