You went independent because you like the work. The first-Notice-of-Loss paperwork, the carrier-portal uploads, the inevitable "did we get that voicemail?" reply-all — that's not the work. That is overhead the typical claims intake form stack was never designed to absorb in volume, and the typical enterprise claims platform was never priced to fit on a solo desk.
Solo adjusters juggle four inboxes — email, voicemail, a carrier portal, and one-off intake forms — and each one is a place a claim can quietly stall. Claims automation for a solo practice isn't about replacing a system. It's about giving the solo adjuster software stack you already have one place where every channel lands, and one queue you can actually work through.
The three steps that replace the intake spreadsheet
Fortera's adjuster pipeline mirrors what most independent shops already do on a whiteboard — it just does it before you open your inbox in the morning.
The whole pipeline runs against the same adjuster pipeline Fortera ships with — no separate "lite" product, no enterprise upgrade, no seat minimum. If you already run your intake through email and voicemail, you already have 90% of what the agent needs to start triaging.
What comes out the other end
A solo adjuster who stops being the routing layer gets their morning back. The claim board at /adjusters/claims shows what is queued for you, what is waiting on the carrier, and what is parked for a coverage question — and the agent populates it from the four inboxes you already have, not from a five-figure migration. If you would rather see the loop live before you read more, open a new claim and watch one flow end-to-end.
Want a closer look at how routing rules get set up, or what the carrier-portal handoff looks like? The adjuster landing page has the walkthrough. Anything else, talk to support.