AdjustCRMMenu
Your AI, working your claims desk.
Six skills that turn your AI into a working member of your claims desk. Free with your AdjustCRM account.
What's in the kit
Claim Desk Review
Use when you pick up a claim cold, before a carrier call, or when a claim feels stuck. Deep-reads one AdjustCRM claim (notes, tasks, deadlines, contacts, documents), reports where it stands and what is missing, writes the next-action plan back as a note, and advances the stage if you want.
Works in claude.aiDeadline Triage
Use when: Use every Monday and whenever claims change. Reads every deadline across your AdjustCRM book, buckets them by urgency, researches the statutory clock for open claims with no date on file, and turns the top items into follow-up tasks so nothing slips.
Works in claude.aiInspection Logger
Use when: Use the same day as a site visit. Turns rough field notes and a photo list into a clean AdjustCRM record: captions and tags every photo by room, damage type, and before or after, logs a structured inspection note, and moves the claim forward.
Works in claude.aiNew Claim Intake
Use when: Use the moment a new loss comes in. Turns a forwarded carrier email, voicemail transcript, intake call, or pile of notes into a fully set-up AdjustCRM claim: the claim record, policyholder of record, people involved, an intake note, and the right opening stage.
Works in claude.aiPolicyholder Update
Use when: Use to keep insureds in the loop without writing every update by hand. Drafts a plain-language status update from the real state of the claim in AdjustCRM, no jargon or false promises, and sends it or a portal invite when outward actions are on for this assistant.
Works in claude.aiWeekly Book Review
Use when: Use every Monday morning. Reads your whole book of claims in AdjustCRM, shows where the money and the risk sit, flags every claim that has gone quiet, and builds the week's plan as real tasks on the real claims. The 20-minute review that stops surprises.
Works in claude.ai
- Version
- 1.0.0
- Last updated
- Today
- Works in
- Claude, Cursor
- License
- Per organization, internal use
- Guarantee
- Free. End it any time from your organization page.
Each skill is a block of instructions your AI follows against your own AdjustCRM data, through the connector you already have under Settings, AI Access. Nothing leaves your account. The skills detect the AdjustCRM tools and tell you what to do if they are not connected instead of failing quietly. They help you organize the file, draft faster, and keep the log current. They are not legal advice, and an AI can be wrong, so verify statutory deadlines against current law for your state and read every message before it leaves your desk.
- How do we install it?
- One link. It opens in Claude, you sign in, and the skills are there. If you are on Claude Team or Enterprise, your Claude admin adds it once for everyone. Using a different AI app? The connect page after checkout covers Cursor and other apps that support connectors.
- What happens if we cancel?
- You keep access to the end of the period, then updates and access stop. Anything you copied out stays under the license.
- Refunds?
- Free. End it any time from your organization page.
- 1.0.0 Sep 6, 2026
First release. Six skills that read and write your AdjustCRM claims: new claim intake, deadline triage, claim desk review, policyholder updates, inspection logging, and the weekly book review.