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
The steps, in short
- Gather your photos, report, measurements and quote.
- Have AI turn your notes into a checklist.
- Take printed copies to the meeting.
- 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