Adjuster field-visit pooling planner

Recover productive capacity through better logistics

Confirm the buyer's problem and scope, collect authorized appointment windows and adjuster qualifications, then follow this sequence: 1. Group compatible visits. 2. Compare route options. 3. Respect client access constraints. Resolve uncertain cases with qualified reviewers, approve supervisor-approved inspection itinerary, and measure travel cost and hours avoided minus scheduling overhead against a documented baseline.

How the AI works

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the three stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. No claim severity ranking; qualified staff control assignments. A model suggestion is never a verified fact, professional decision or authorization to act.

Safeguards

Separate document preparation from coverage, underwriting and claims decisions. Authorized professionals review policy meaning and customer commitments. No claim severity ranking; qualified staff control assignments. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.

What to build first

Pilot scope: No claim severity ranking; qualified staff control assignments. Implement one approved input format, a bounded representative case set and the first two task modules: group compatible visits; compare route options. Support the third module with operator review: respect client access constraints. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.

What it can connect to

Broker-approved policy documents, case records and carrier requirements. Read-only operational exports, calendars and finance or inventory records as relevant. Start with plan exports and retain human approval for execution. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

The screens in detail

Primary screens: Constraint and input setup, Scenario comparison, Decision and pilot tracker. Place editable drivers and constraints beside a clearly labeled scenario output. Include a baseline view, comparison chart or schedule, and an assumptions history. Let users trace a proposed quantity or date back to its inputs. Keep forecasts distinct from actual results. Make the task-specific outcome supervisor-approved inspection itinerary visible beside its evidence, review state and value baseline.