Claim operations software for Public Adjusters
SARA helps Public Adjusters organize claim communications, documents, tasks, and human-reviewed workflows. SARA is preparing a controlled pilot with authorized users.
About SARA
- Company
- SARA Automation
- Vertical
- Insurance technology / claims operations software
- Who it serves
- Public Adjusters and small Public Adjusting firms
- Status
- Preparing a controlled pilot with authorized users
What SARA supports
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Claim communication intake
Incoming claim messages and documents are collected into a single organized claim record instead of scattered threads.
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Document organization
Policies, carrier correspondence, estimates, and photos are grouped by claim so the file stays complete and reviewable.
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Task and follow-up coordination
Pending items, deadlines, and follow-ups are surfaced so claim work does not stall between steps.
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Human-reviewed workflows
Sensitive actions are approval-gated. A Public Adjuster reviews and approves before anything is sent on their behalf.
WhatsApp use case
SARA uses WhatsApp for authorized operational claim communication with Public Adjuster users. This covers document intake, claim status follow-ups, and reminders tied to an active claim file.
Messaging is limited to operational claim coordination between a Public Adjuster and the people already involved in that claim. Every message supports work the adjuster has requested.
Compliance posture
SARA is not used for bulk marketing, cold outreach, lead generation, spam, or promotional campaigns.
- Messaging is operational and claim-specific, never promotional.
- Access is limited to authorized Public Adjuster users in a controlled pilot.
- Sensitive actions are human-reviewed and approval-gated before sending.
- Claim records and documents are handled as confidential business information.
Contact
For questions about SARA, pilot access, or compliance, write to [email protected].