GoHighLevel for Public Insurance Adjusters: Automate Claims Pipelines & Client Communication
1. Why Public Adjusters Need Automation
Public Insurance Adjusters (PAs) are independent professionals who help homeowners and businesses settle insurance claims.
They face challenges like:
- Leads come in during stressful events (fires, floods, hurricanes).
- Pipelines are complex—claims often drag on for months.
- Paperwork is heavy, and client communication is constant.
- Competition is rising—PAs must stand out with professionalism and responsiveness.
Dedicated adjuster software (like ClaimWizard or Claim Titan) exists, but it’s either expensive, clunky, or limited. Most small adjusters still operate with email + spreadsheets + phones.
This is where GoHighLevel offers a simpler, more flexible solution.
🏆 Start your Highlevel journey today
2. The Public Adjuster Workflow & Pain Points
| Stage | Pain Point | GHL Solution |
|---|---|---|
| Lead Intake | Emergency calls at odd hours | AI Chatbot + Web form capture |
| Initial Contact | Clients want reassurance instantly | Automated “We’re on it” SMS/email |
| Claim Pipeline | Dozens of stages, easily lost in spreadsheets | Pipelines + status workflows |
| Document Requests | Missing docs slow down claims | Automated email reminders + file uploads |
| Insurance Carrier Updates | Clients constantly asking for updates | SMS/email workflows tied to pipeline stage |
| Billing | Manual invoices after settlement | Payments + automated billing triggers |
| Reviews & Referrals | Rarely asked for, yet critical for growth | Automated review requests + referral offers |
3. How to Build a Public Adjuster System in GHL
Step 1: Intake & Triage
- Add a website form for emergency contact (fire, flood, roof damage).
- Connect to SMS + voicemail drop to reassure clients immediately.
Step 2: Pipeline Management
- Create stages like: New Lead → Inspection Scheduled → Docs Requested → Claim Filed → Negotiation → Settlement → Paid.
- Use automations to notify clients as their claim progresses.
Step 3: Document Collection
- Send automated reminders for required forms.
- Provide an upload link directly tied to the client’s contact record.
Step 4: Client Communication
- Automate weekly updates: “Your claim is currently in [stage].”
- Reduce phone call volume with proactive touchpoints.
Step 5: Billing & Payments
- Trigger invoice workflows after settlement is approved.
- Send secure payment links.
Step 6: Reviews & Referrals
- After settlement, request a Google Review.
- Automate referral campaigns: “If you know someone facing an insurance claim, we’ll thank you with a $100 gift card.”
4. 7-Day Launch Plan
| Day | Action |
|---|---|
| Day 1 | Build emergency intake form + connect to SMS |
| Day 2 | Set up pipeline stages for claims |
| Day 3 | Automate client stage notifications |
| Day 4 | Create document request workflow |
| Day 5 | Add billing & payment workflow |
| Day 6 | Automate review & referral campaigns |
| Day 7 | Test full claim lifecycle with mock client |
5. Marketing Playbooks for Public Adjusters
- Google Ads Landing Pages → Drive leads after storms with “Flood Claim Help” ads.
- Emergency SMS Campaigns → Geo-target neighborhoods after disasters.
- Referral Automation → Past clients refer neighbors & family.
- Reputation Building → Automated review capture builds authority.
6. FAQs
Q1: Can GoHighLevel handle long, complex claims that take months?
Yes. Pipelines can have unlimited stages, and automations can be scheduled over months.
Q2: How do I reduce client phone calls asking for updates?
Automate weekly SMS/email updates based on claim stage. Clients feel reassured without calling.
Q3: Can I keep all documents in one place?
Yes. Each client record stores uploads, notes, and emails.
Q4: Can I send invoices automatically?
Yes. Trigger invoices when claims hit “Settlement Approved.”
Q5: Is GoHighLevel only for big firms?
No. It works for solo adjusters up to large firms—scales with your team.
8. Call to Action
Your clients need constant reassurance. You need automation.
With GoHighLevel, public adjusters can:
- Capture emergency leads 24/7
- Automate client updates
- Collect documents faster
- Streamline billing
- Grow with reviews & referrals
👉 Start your free trial today and build a claims automation system in just one week.