🧑💼 Firm Adjuster Admin Dashboard
Purpose: Equip firm adjusters with everything they need to manage claims from assignment to closure, while maintaining communication and performance visibility.
🧭 Dashboard Layout Overview
| Section | Purpose |
|---|---|
| Claim Assignments | View and manage assigned claims |
| Initial Contact Log | Record outreach attempts to claim contacts |
| Settlement Call Tracker | Schedule and log settlement discussions |
| Report Center | Upload caption, photo, and final closed reports |
| Performance Metrics | Track personal KPIs and claim outcomes |
| Messaging Hub | Communicate with administrators |
| Support & Resources | Access training, FAQs, and contact info |
🔧 Functional Modules
📥 Claim Assignments
- Dynamic Table View (JetEngine or WP DataTables)
- Columns: Claim ID, Date Assigned, Status, Inspection Date
- Filters: Status (Open, In Progress, Closed), Region
- Action Buttons: View Details, Accept/Decline, Update Status
📞 Initial Contact Log
- Form Submission via Ultimate Member
- Fields: Contact Date, Method (Call/Text/Email), Notes
- Optional: Upload call recording or screenshot
- Auto-sync with claim record
📅 Settlement Call Tracker
- Calendar Integration
- Schedule settlement calls
- Add notes and attach scope agreements
- Status: Scheduled, Completed, Follow-up Needed
📄 Report Center
- Upload Interface
- Report Types: Caption, Photo, Final Closed
- File validation and required fields
- Auto-notify Adjuster Administrator on upload
📊 Performance Metrics
- Profile Tab or Widget
- Claims Closed This Month
- Avg. Turnaround Time
- Reopen Rate
- Customer Satisfaction Score (from contact feedback)
💬 Messaging Hub
- Private Messages Extension
- Role-based messaging with assigned Administrator
- Threaded conversations per claim
- Notification alerts for new messages
📚 Support & Resources
- Quick Links Section
- Training videos
- FAQs on claim handling
- Contact info for Admin support
- Downloadable templates (scope sheets, inspection checklist)
🎨 Design & UX Notes
- Header: Branded with Freeney Claims logo, adjuster name, and role badge
- Sidebar Navigation:
- Dashboard
- My Claims
- Contact Log
- Reports
- Performance
- Messages
- Help Center
- Mobile-Friendly: Responsive layout for field use
- Color Scheme: Professional blues and grays with accent highlights for status indicators
🔌 Integration Suggestions
- JetEngine: For dynamic claim listings, conditional visibility, and CPTs
- WP All Import: To bulk import claim assignments from carrier feeds
- Ultimate Member: Role-based access, messaging, and profile tabs
- FluentCRM or BuddyBoss: For deeper communication and contact tracking
Would you like help building this out in WordPress, including CPT setup, form creation, and layout design? I can also help you create branded templates for reports and automate claim assignment notifications. Let’s make this dashboard a productivity powerhouse for your adjusters.