Multi-State Public Adjusting & Appraisal (12 States) · Colorado, Florida, Texas & 12 States

ClaimPros Public Adjusting: Aligning 143 Open Claims Across a 9-Stage Custom CRM (CAD Suite) & Eliminating the "30+ Stale Claims (>14 Days)" Backlog

Owner: Tyson Forbes
Edge Operations Manager: Barbara Corbalan (after Camila Amer)
EdgeOS Progress: Sprints 1-5 Completed (Workflow Processes, Playbooks, Role Library, 5-Metric Weekly Scorecard, and Meeting Rhythm)
Tools Used: CAD Suite CRM, ClaimWizard, Xactimate, CompanyCam, Adobe Sign, Ink (Check Endorsement), QuickBooks, Scribe

01 · The "Before" Reality

The Tuesday-Morning Mess

Tyson was running two companies across multiple time zones (ClaimPros in 12 states and Mammoth Construction with 34 active jobs), had unread emails dating back to August, and was simultaneously migrating 143 open claims out of ClaimWizard into a brand-new CRM called CAD Suite while two adjusters (Ryan and newly licensed Coleman) left and four new team members (Alec, Chris Anderson, Christie, and brother Wyatt) came on board. Inside CAD Suite, over 30 active claims had been sitting untouched for more than 14 days, and because CAD Suite was newly built, it didn't even have a report showing how many days a claim had been stuck in its current stage!

02 · Single Constraint Diagnosis

Primary Constraint Locked In

143 Open Claims in a Brand-New CRM (CAD Suite) with 30+ Claims Stalled >14 Days Without an Update + Complex Mortgage Check Endorsements (Ink) - while migrating 143 live claims from ClaimWizard into CAD Suite amid high adjuster turnover, over 30 claims had gone 14+ days without a single logged touch, Tyson had unread emails piling up since August while running two companies, and multi-party insurance checks were getting stuck in mortgage-company endorsement purgatory after his wife Alexis stepped back from collections.

Make Stale Claims (>14 Days Without an Update) and Settlement Check Collections the #1 operational priority. Align CAD Suite's 9 stages directly to the EdgeOS workflows so new hires (Christie, Chris Anderson, Wyatt) have a foolproof checklist inside every claim file, and build automated stage-aging visibility with the software developer.

03 · What Was Built in the Sprints

Specificity, Workflows & Playbooks

Mapped ClaimPros' end-to-end Public Adjusting & Insurance Appraisal Workflows in Whimsical (Sprint 1), re-engineered the 9-Stage Checklists inside CAD Suite CRM so every CRM stage matched the exact Whimsical workflow boxes, led a Live Team-Wide CAD Suite Training Workshop for all adjusters, partnered directly with CRM developer Darren Johnson to build a custom Stage History (Days-in-Stage) Tracker inside CAD Suite, and launched the 5-Metric Weekly ClaimPros Scorecard (Sprint 4).

04 · Real Rollout Friction & Course-Correction

How the System Held Up in Real Life

When Operations Manager Camila Amer tried to pull the weekly numbers for Sprint 4 (Scorecards) from CAD Suite, she discovered a software limitation: CAD Suite overwrote the timestamp whenever a stage changed and had no historical log of how long a claim sat in each stage - making it impossible to automatically flag stalled files. Instead of giving up or tracking 143 claims by hand forever, Camila got on a call directly with CAD Suite's software developer (Darren Johnson) and specified a custom Stage History / Days-in-Stage feature to track the 30+ stale claims (>14 days). She also built the Contracting: Send Appraisal Agreement Playbook using Scribe + Adobe Sign (with automated 3-day follow-up tasks), took over Ink digital check endorsements and mortgage packet chasing from Tyson's wife Alexis, and then executed a textbook EdgeOS Continuity Handover to Barbara Corbalan in Sprint 5 so zero claims slipped during the OM transition.

05 · Before vs. After Operational Shift

What changed in the work.

Operational Dimension	Before EdgeOS	After EdgeOS Install
Owner & Family Load	Tyson was buried across 2 companies with unread August emails; wife Alexis was stuck chasing mortgage companies on multi-party settlement checks.	Operations Manager runs Ink digital check endorsements, mortgage collections, Adobe Sign appraisal agreements, and weekly CAD Suite audits.
Workflow Execution	143 claims migrated from ClaimWizard into CAD Suite with mismatched checklists; high adjuster turnover left files orphaned.	9-Stage CAD Suite Checklists rebuilt to match Whimsical workflows + Live Team CAD Suite Workshop + Scribe Playbooks (Send Appraisal Agreement with 3-day follow-up).
Visibility & Cadence	30+ claims sitting >14 days without an update; CAD Suite lacked stage-duration tracking.	Custom Stage History Tracker co-spec'd with developer Darren Johnson + 5-Metric Weekly Scorecard (New Leads In, Converted to Contract, Settlements Received, Claims Closed Without Recovery, Stale Claims >14 Days).

06 · In Their Own Words

"We have one hundred and forty-three open claims across twelve states and we just switched from ClaimWizard over to Darren Johnson's CAD Suite... We aligned all nine stages of the CAD Suite checklists to the Whimsical workflows, ran a live workshop with the team, worked with the CAD Suite developer to add stage-history tracking so we can see the thirty-plus claims with no updates in fourteen days, built the Send Appraisal Agreement Playbook in Scribe, and took over the Ink check endorsements from Alexis."

Tyson Forbes (Owner, ClaimPros) & Camila Amer (Operations Manager - Onboarding & Sprint Reviews)

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