For Public Adjusting firms, Restoria's AI automates lead intake via web or phone, instantly analyzes policies and damage evidence, and delivers prioritized, high-value opportunities directly to your CRM. Cut qualification costs, boost team efficiency, and focus your expertise on maximizing settlements.
Stop Wasting Resources on Unqualified Leads. Qualify Faster, Smarter, and More Profitably.
AI-Powered Insights
Cov A: $450,000 / Hurricane Ded: 2% ($9,000) AI Extracted - Instantly Verified
Roof (Severe), Water Intrusion (Est. 3ft+) AI Assessed - Faster Triage
Flood Sublimit/Exclusion Check Recommended AI Flagged - Prevents Wasted Effort
Potential Claim Value (RCV Estimate):
$45,000 - $65,000
High Value / Priority Lead
Synced to CRM
Turn Lead Intake Inefficiency Into a Competitive Advantage
Managing inbound leads effectively is crucial for profitability, but manual processes create bottlenecks, drain resources, and lead to missed opportunities. Public Adjusting firms face significant hurdles that directly impact their bottom line and ability to serve clients efficiently.
Challenge: High Cost of Lead Management
Manually gathering data, filtering inquiries, and following up consumes significant administrative and adjuster time, driving up the cost per qualified lead. Every minute spent on a non-viable inquiry is wasted margin.
Restoria Solution: Automate data collection via web or phone AI, instantly analyze submitted documents, and filter leads based on viability *before* costly human hours are spent. Significantly lower your cost-per-qualified-lead.
Challenge: Inefficient Use of Expert Time
Skilled adjusters get bogged down performing repetitive intake tasks, deciphering vague descriptions, and manually entering data instead of focusing on claim strategy, negotiation, and client advocacy.
Restoria Solution: Restoria's AI handles initial data capture, policy analysis, and damage assessment, freeing up your experts to focus on high-value activities that drive revenue and client satisfaction.
Challenge: Wasted Resources on Free Consultations
Offering free consultations is standard, but qualifying *every* inquiry this way is expensive. Pursuing leads with clear coverage issues, minor damage, or unrealistic expectations drains valuable resources.
Restoria Solution: Pre-qualify leads with AI-driven policy and damage analysis. Identify non-viable leads *before* scheduling costly consultations, and ensure initial conversations are highly productive by providing adjusters with key data upfront.
Challenge: Difficulty Prioritizing High-Value Claims
When facing moderate or high lead volume, quickly identifying the most promising, high-value claims amidst the noise is difficult. Profitable opportunities can get buried or delayed.
Restoria Solution: AI instantly analyzes policy limits, damage severity, and customizable criteria to score and prioritize leads, ensuring your team focuses on the most impactful opportunities first.
Restoria delivers the automation and intelligent insights needed to transform your lead qualification from a cost center into an efficient growth engine.
How Restoria Transforms Your Lead Qualification
Restoria streamlines your entire lead qualification workflow using AI in five efficient steps. Start with automated intake via phone or web, then let Restoria handle the analysis, prioritization, and CRM integration.
1
AI Phone Agent Intake (24/7 Availability)
Handle calls efficiently, especially during peak volume after events. Restoria's AI agent professionally answers calls, gathers initial contact and loss details, and answers basic questions.
Crucially, the AI obtains consent and securely sends the caller a link via SMS to upload policy documents and damage evidence through the Restoria intake form, seamlessly connecting phone inquiries to the digital workflow.
Samantha (AI): "Thank you for calling [PA Firm Name], this is Samantha, your AI assistant. To best assist you, may I have your full name and the property address?"
Caller: "Yes, it's John Doe at 123 Oak Avenue..."
Samantha (AI): "Thank you, John. And could you briefly describe the type of damage you experienced?"
Caller: "We had major roof damage from the hurricane..."
Samantha (AI): "I understand this must be a difficult time. To proceed, I need to send you a secure link via SMS to upload your insurance policy and any photos of the damage. May I have your consent to send this one-time message to your mobile number?"
24/7 Automated Intake
2
Smart Intake & Data Capture (Web Form)
Alternatively, replace manual data entry with our intelligent web form. Embed the secure, dynamic form on your website. It guides users through submitting essential contact details, information about the loss, their insurance policy document, and initial damage evidence (like photos, videos, or text descriptions).
The form dynamically asks relevant follow-up questions based on the type of loss reported, ensuring you gather necessary information upfront without overwhelming the client. All uploads are handled with bank-level security.
Stage 1: Policy Analyzed
Your insurance policy document has been securely uploaded and analyzed.
Homeowners Policy
HOMEOWNERS POLICY DECLARATIONS
Policy Number: H01-9876543-01
Policy Period: 01/01/2024 to 01/01/2025
Named Insured: Jane Smith
Property Address: 123 Oak Avenue, Anytown, FL 34567
Carrier: Coastal Mutual Insurance Company
COVERAGES
A. Dwelling ..................... $450,000
B. Other Structures ............. $ 45,000
C. Personal Property ............ $225,000
D. Loss of Use .................. $ 90,000
E. Personal Liability - $300,000 per occurrence
DEDUCTIBLES
All Other Perils ................ $ 2,500
Hurricane/Named Storm ........... $ 9,000 (2% of Coverage A)
(Applies per occurrence)FORMS AND ENDORSEMENTS
HO-3 (05/11), CM-FL-1, Water Damage Exclusion...
HO_Policy_Smith.pdf
Analyzed
Stage 2: Details Confirmed
Key details confirmed, including AI-extracted information.
Jane Smith AI Extracted
123 Oak Avenue... AI Extracted
09/15/2024
Hurricane
Stage 3: Damage Reviewed
Damage evidence reviewed, with key indicators extracted by AI.
Uploaded Evidence:
+2
Significant roof damage detected (missing shingles). Evidence of water intrusion via broken window... Water line ~3.5 ft... Potential structural concerns flagged...
Roof: Missing Shingles AI Extracted
Yes - Broken Window (Living Room) AI Extracted
3.5 ft AI Extracted
3
AI Instantly Analyzes the Policy
Eliminate hours of costly manual review. Once the policy document is uploaded (via web form or the SMS link from the Phone AI), Restoria's secure AI engine scans and interprets it in seconds.
It automatically extracts critical data points like:
- Named Insured & Property Address
- Insurance Carrier & Policy Number
- Effective Dates
- Coverage Limits (Dwelling, Other Structures, Contents, Loss of Use)
- Deductibles (AOP, Hurricane/Wind)
- Key Clauses/Endorsements (e.g., ACV provisions, exclusions)
Gain immediate clarity on coverage and potential hurdles, saving valuable review time and associated costs.
AI Policy Analysis Results
Processed in SecondsKey Data Extracted
Jane Smith AI Extracted
Coastal Mutual AI Extracted
H01-9876543 AI Extracted
01/01/24 - 01/01/25 AI Extracted
$450,000 AI Extracted
$45,000 AI Extracted
$225,000 AI Extracted
$90,000 AI Extracted
$2,500 AI Extracted
2% ($9,000) AI Extracted
4
AI Assesses Damage & Estimates Potential Value
Restoria analyzes submitted damage evidence (photos, videos, text descriptions) received via the web form or SMS link. Using computer vision and NLP, the AI identifies key indicators of damage type and severity.
It pinpoints affected areas, notes crucial details (missing shingles, water lines), and flags concerns needing adjuster attention (structural issues, flood indicators).
Based on damage and policy context, Restoria generates a preliminary Replacement Cost Value (RCV) estimate range, giving you an early indication of potential financial scope to focus resources effectively.
AI Damage & Value Assessment
Prioritization Score: HighDamage Evidence
+2
Damage Assessment
Hurricane (Wind/Water) AI Assessed
Roof, Living Room, Windows (South) AI Assessed
Missing Shingles, Water Intrusion (>3ft), Broken Glass, Potential Structural AI Assessed
Photo Analysis, Text Desc. AI Assessed
Potential Flags for Review
- Hurricane Deductible Applies
- Check Flood Sublimit / Exclusion
Preliminary Value Estimate
$45,000 - $65,000
Estimated RCV Range
5
Prioritized, Actionable Lead Delivered to Your CRM
All analysis culminates in a concise Restoria Qualification Report. Restoria assigns a priority score based on estimated value, coverage viability, and your firm's custom criteria.
This prioritized lead record—enriched with AI summaries, key data points, and critical flags—automatically appears in your firm's CRM (e.g., ClaimWizard, Claim Titan, etc.). Your team receives actionable insights instantly, ready for efficient expert review and decisive follow-up on the most promising opportunities.
Restoria AI Qualification
High PriorityEst. Value (RCV)
$45,000 - $65,000
Key Coverages
Cov A: $450k / Hurr Ded: 2% ($9k)
AI Summary
Significant roof damage (missing shingles), water intrusion via broken window (living rm), water line ~3.5 ft. Potential structural concerns noted.
Potential Flags
Hurricane Deductible Applies ($9k)
High Risk: Policy indicates ACV settlement for roof due to age (>15 years). Estimated ACV significantly lower than RCV, impacting claim viability.
Check Flood Sublimit / Exclusion
Source Documents
Actionable Insights Delivered Instantly
Efficiently Qualify a Wide Range of Property Claims
Restoria's AI is trained to analyze policies and damage related to numerous peril types, enabling your firm to efficiently manage diverse caseloads and focus resources effectively, regardless of the cause of loss.
Hurricane & Wind
Fire & Smoke
Water & Flood
Hail & Storm
Mold Remediation
Business Interruption
Structural Collapse
Vandalism & Theft
Equip Your Entire Team for Peak Efficiency
Restoria is designed for the demands of Public Adjusting firms, streamlining workflows and delivering value across your organization:
Owners / Managing Partners
Maximize claim revenue, improve operational efficiency and margins, reduce wasted resources on unqualified leads, make data-driven growth decisions.
Operations Managers
Streamline intake workflows, drastically reduce manual processing time and costs, manage lead velocity effectively, ensure consistent qualification standards.
Intake Specialists
Move beyond manual data entry and filtering, focus on engaging pre-qualified leads faster, handle higher volume efficiently, access key data instantly.
Adjusters
Receive pre-vetted, prioritized leads with critical policy insights and AI damage summaries upfront. Focus expertise on high-value claim strategy and negotiation, not basic intake.
Restoria empowers your team to work smarter, reduce costs, and capture more value.
Comprehensive Features for End-to-End Qualification Efficiency
Restoria offers a powerful suite of AI-driven tools designed to automate and streamline every step of your lead qualification process, reducing costs and freeing up your team.
Lead Intake & Interaction
- Intelligent AI Phone Agent ("Samantha") for 24/7 automated call intake.
- Embeddable, dynamic AI-powered web intake forms.
- Secure document & damage evidence uploads (via web or SMS link).
- Automated client communication triggers (SMS/Email).
- White-labeling for seamless brand integration.
AI Policy Analysis
- Multi-format document parsing (PDF, DOCX, Images).
- Instant extraction of key policy data (limits, deductibles, etc.), slashing manual review time.
- Identification of critical clauses & endorsements.
- AI-driven flagging for coverage gaps, high deductibles, ACV issues, preventing wasted effort on non-viable claims.
AI Damage Assessment
- Visual analysis of damage photos/videos (type, severity, materials).
- NLP analysis of client descriptions for keywords and severity indicators.
- Automated generation of concise damage summaries for quick review.
- Preliminary RCV estimation to aid prioritization.
Lead Qualification & Prioritization
- Configurable rules engine for custom lead filtering.
- Automated priority scoring based on AI analysis, potential value, and custom rules.
- Early viability assessment to eliminate unqualified leads automatically.
- Consolidated, actionable flags highlighting key risks or opportunities.
CRM & Workflow Integration
- Seamless, automated integration with popular PA CRMs (ClaimWizard, Claim Titan, etc.).
- Embedded Restoria Qualification Report directly within CRM lead records.
- Easy access links to original source documents from CRM.
- Workflow automation triggers (e.g., lead assignment, status updates).
Reporting & Analytics
- PA Dashboard for real-time lead overview and status tracking.
- Key performance metrics (qualification time, cost-per-lead, conversion rates).
- Insights into AI performance and process bottlenecks.
- Secure, scalable platform with user roles and customization options.
Ready to Boost Your Firm's Efficiency and Profitability?
Stop letting inefficient lead qualification drain your resources and limit your growth. See how Restoria's AI can automate your intake via web or phone, instantly analyze claims, reduce operational costs, and empower your team to focus on high-value opportunities.
Discover the difference intelligent qualification can make. Schedule your personalized demo today.
Leading PA Firms Achieve Clarity and Efficiency with Restoria
Inefficient lead qualification costs time and money. Discover how firms like yours are using Restoria to gain focus, speed up intake, and secure better claims faster.
"Restoria's AI flags on policy limitations combined with the initial damage summary saved us countless hours. We focus on viable, significant claims from minute one."
- Senior Adjuster, Multi-State PA Firm"Seeing prioritized leads with key coverage data AND an AI damage assessment directly in ClaimWizard transformed our post-storm response. It's essential for efficiency."
- Operations Director, Coastal PA Firm