Public Adjusters Close More Claims. Without The Admin.
Custom AI systems for public adjuster firms — voice agents that answer calls 24/7, forms that auto-populate across every state, and workflows that update your CRM without anyone touching a keyboard.
Your team is spending hours on work that should take seconds.
Every manual step in your intake process is a liability — a chance for data entry errors, missed calls, or lost files. Here is what we see in every firm before we build their system.
Manual Form Entry, State by State
Copying claim data into state-specific forms by hand for every single claim — across every state you operate in.
Missed Calls = Missed Claims
Every unanswered call after hours is a claimant who just called your competitor instead. That claim is gone.
CRM That's Always Behind
Contact records updated days after conversations happen. Notes missing. Pipeline stages wrong. Your data lies to you.
Document Chasing That Never Ends
Weeks of follow-up to collect missing signatures and evidence packages. Your adjusters are doing admin work.
Custom systems built for how public adjusters actually work.
Not generic automation tools. Not templates. Each system is engineered around your specific workflow, your CRM, and the states you operate in.
AI Voice Intake Agents
AI agents answer every inbound call, qualify the claimant, and trigger your intake workflow — all before a human picks up. Available 24/7, never puts a caller on hold.
State Form Auto-Population
The moment a client submits your intake form, every field gets pushed into your DocuSeal or PandaDoc template. Zero rekeying. Zero errors. Across all 50 states.
CRM Automation
GoHighLevel and HubSpot stay updated in real time. Tags, notes, and pipeline stages change automatically as claims progress — no one touches a record manually.
Outbound Follow-Up Agents
AI agents that chase missing signatures, medical records, and claim evidence automatically. Structured SMS retry logic if a call is missed.
KPI & Operations Dashboards
Internal dashboards showing who is working on what, how long each claim stage takes, and where your pipeline is getting stuck.
Custom Integrations
If your software has an API, we can connect it. n8n, HubSpot, Zoho, Salesforce, ClickUp, WordPress — we build around your existing stack.
Every inbound call becomes a completed workflow.
Our voice agents do not just answer phones. While maintaining a natural conversation, they collect claim details, book appointments, and push everything into your CRM and document system — with no human involvement.
Background Actions Triggered
How Coastal Claims Automated Their Entire Client Intake Pipeline
The Problem
Coastal Claims was manually copying client data from their website intake form into state-specific PDFs for every single claim. Operating across 26 states meant 26 different form templates — all filled by hand, one field at a time. As their claim volume grew, so did the errors and the hours lost to admin work.
What We Built
"Before OneClickBuddy, we were copying form data by hand for every single claim. Now it's instant — the moment a client submits their request, the form is already done."
From first call to running system in weeks, not months.
No discovery sprints. No enterprise contracts. A simple three-step process for firms who need results, not roadmaps.
Discovery Call
We spend 30 minutes understanding your current workflow, your tools, and exactly where time is being lost. You will leave with a clear picture of what your system could look like.
30 minutesWe Build
Custom-built in 2–4 weeks. No off-the-shelf templates. Every workflow is designed around how your firm actually operates — your CRM, your forms, your states.
2–4 weeksWe Maintain
Ongoing support, monitoring, and improvements. If something breaks or needs updating, we are notified first and fix it before it becomes your problem.
Ongoing
You are working with a specialist, not an agency with rotating staff.
I'm Noor Muhammad, an AI automation engineer with a Master's in Computer Engineering from Bilkent University. I specialize in building operational AI systems for public adjuster firms and professional services companies.
I built the complete intake automation pipeline at Coastal Claims — 26 states, zero manual entry. I've built voice systems that handle 30+ inbound calls per day and outbound agents qualifying 100+ prospects daily.
When you work with OneClickBuddy, you work directly with me. I design the system, build it, monitor it, and maintain it. No junior contractors, no account managers, no handoffs.
Ready to automate your firm?
Book a free 30-minute discovery call. No commitment, no sales pitch. We will map out exactly what your intake process could look like with automation.