Job 12 of 17 · Outline

Prepare for a loss adjuster visit

The problem

Being organised at a loss adjuster's visit speeds the claim and avoids repeat visits.

What AI does

AI turns your own notes into a checklist ahead of a loss adjuster's visit, so you bring the right evidence and questions. It adds nothing about the claim or the damage beyond what you provide.

Time

Time: 15 minutesTools: ChatGPT, Gemini

The steps, in short

  1. Gather your photos, report, measurements and quote.
  2. Have AI turn your notes into a checklist.
  3. Take printed copies to the meeting.
  4. Write down what was agreed straight afterwards.

A short sample prompt

I'm a roofer in [nation]. Turn my notes below into a checklist for an upcoming loss adjuster visit, covering evidence to bring and questions to raise. Use my notes only. Notes: [paste]

In the full playbook

  • 4 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (3 points)
  • UK notes with official sources
The full playbook

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