The Problem
What Gets in the Way
Claims fall through the cracks
With dozens of active claims, it's too easy to miss a follow-up with an adjuster, forget a reinspection date, or let a supplement request sit unanswered for weeks.
Documentation is scattered
Photos in CompanyCam, Xactimate files in email, supplement letters in a folder, adjuster notes in a notepad. Finding everything for one claim takes too long.
Supplement tracking is manual and slow
Tracking which supplements were requested, approved, and denied — per carrier, per adjuster, per job — in a spreadsheet doesn't scale.
The Solution
How Ketterly Solves It
Insurance Claim Workflow
Dedicated insurance job status stages: Inspection Scheduled, Adjuster Meeting, Supplement Submitted, Approved, Installation, Final Check. Every claim has a clear status at all times.
Supplement Status Tracker
Log every supplement request with the amount, status, carrier, and adjuster. Track approvals and denials and document what was requested and why.
Document Management
Attach Xactimate files, adjuster correspondence, inspection photos, and signed contracts directly to the claim record. Everything for one job in one place.
Adjuster Appointment Scheduling
Schedule and track adjuster meetings within the Ketterly job record. Get reminders so no reinspection date is missed.
Frequently Asked
Common Questions
Can Ketterly track both the initial claim and supplement requests separately?
Yes. Each Ketterly insurance job tracks the initial approved amount and any subsequent supplement requests and approvals separately, so you always know your total approved job value.
Does Ketterly track which insurance carrier each job is with?
Yes. Insurance carrier, claim number, adjuster name, and adjuster contact are all tracked fields on Ketterly insurance jobs.
Can I see all active supplement requests across all jobs at once?
Yes. Ketterly has a supplements report view that shows every open supplement request across all jobs — status, carrier, amount requested, and days pending.