The Perfect Claim Intake: LOR and First Week

For public adjusters who want week one of every claim to run like a checklist instead of a scramble. If you have ever hunted for a signature that was never collected, or heard a carrier claim your letter of representation never arrived, this is for you.

The first week sets the tempo for the entire file. It is when representation gets established on the record, when the full policy gets read or ignored, when deadlines get calendared or forgotten, and when the client decides whether hiring you felt like relief or a leap of faith. None of it is difficult. All of it is easy to fumble when every loss arrives mid-chaos.

The Perfect Claim Intake is a free PDF that packages the whole week:

• The complete intake packet: fee agreement, LOR, policy request, client sheet, loss facts sheet, and client homework list
• The seven elements of a letter of representation that routes everything through you
• Sending rules that create proof, so "we never got it" dies in ten seconds
• The expectation talk that keeps clients calm for the months ahead
• A day-by-day first week checklist, from signing table to end-of-week file review
• The six intake mistakes that surface months later as the carrier's best arguments

Everything is written for working adjusters: short steps, printable checklists, plain English, and guidance on verifying your own state's requirements instead of trusting borrowed templates. It also includes the expectation talk to have at the signing table, covering process, cadence, and client duties, so the relationship starts calm and stays that way.

Download the free PDF and run your next intake by the book.

[Download the Claim Intake Checklist PDF]

And if you would rather have the book run itself, see how MESHA handles intake automatically: pipeline p

This guide is part of MESHA Academy, free field education for adjusters: mesha.cc/academy. MESHA for adjusters: mesha.cc