- CM requests TL approval via "Escalated to PA" button in Estimator Dash
- CM gets client approval
- CM completes PA sheet (column next to Escalate to PA button)
- CM/TL handoff to PA via assignment in Estimator Column
- PA gets policyholder contract signed (state-dependent)
- Execute to settlement or withdrawal; if stuck, appraiser SOPs
sop library
Public Adjuster SOPs
TL approval, client approval, PA sheet, and Monday handoff.
cm · pa · tl eyes