A clear claim conversation
When a loss stalls, is underpaid or feels opaque, clients can talk with a licensed public adjuster about documentation and next steps — without derailing the advisory relationship.
WORKING WITH FINANCIAL ADVISORSProtect the financial plan.
Protect the financial plan.
Help clients navigate the claim.
Give clients a trusted claim resource when property damage creates an unexpected financial or documentation challenge.
Where we can help your clients.
Organize the money facts
Help gather estimates, carrier correspondence and loss details so clients understand what is still open in the claim file.
Stay in your lane
You continue advising on the financial plan. We handle agreed public-adjusting services for the property owner, with clear role boundaries.
Useful records to share
- Client introduction with the owner’s permission
- Property address and known loss timeline
- Available estimates, denial letters or payment summaries
Share only with the property owner’s authorization.
Keep the roles clear.
The property owner chooses whether to retain us. Our involvement does not guarantee coverage, a settlement amount or payment of any invoice. We explain our services and terms directly to the owner before representation.
We explain our services and terms directly to the owner before representation.
How AF Claims helps your clients
You stay focused on your client relationship. We advocate on the property claim — documentation, carrier communication, and organizing the loss record — with the property owner’s authorization.
Claim advocacy
We represent the policyholder’s interests in the claim file so your client is not alone against the carrier’s process.
Documentation that travels
Photos, measurements, invoices, and trade scopes get organized into a claim presentation the carrier can actually evaluate.
Carrier negotiation support
We help raise clear questions about missing scope, quantities, and coverage positions — without overpromising results.
Protecting repair scope
When estimates omit tear-out, matching, or access work, we help put those details back into the conversation with evidence.
Clear division of roles
You manage your professional services. We handle agreed public-adjusting work. The owner chooses who to retain.
No guaranteed invoices
Our involvement does not guarantee coverage, payment of your invoice, or approval of a scope. We explain terms to the owner directly.
Partner questions
Can we start with one customer who needs help?
Yes. With the owner’s permission, introduce the situation and property location. We can discuss a free claim review and what documents to bring.
Do you replace our role on the project?
No. You remain their financial advisor. We provide agreed public-adjusting services on the property claim and coordinate documentation as appropriate.
Can we arrange an introductory meeting?
Yes. Call or email with your company, trade and service area. Ask about a phone or Zoom introduction.
LET’S TALK ABOUT WORKING TOGETHER
A useful relationship starts with a conversation.
Tell us your firm, client focus and service area. We can discuss a phone or Zoom introduction and how to coordinate an owner-authorized claim review.