Review criteria
- +Claim status from assigned to closed
- +Carrier and claim-type columns
- +Fee billed vs. paid totals
- +Works in Google Sheets and Excel
Adjuster Claim Tracker in Insurance Adjuster
The Adjuster Claim Tracker is a copy-ready spreadsheet for insurance adjuster that tracks claims, carrier, status, fee, paid. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “Adjuster Claim Tracker”
Tabs: How to use · Claims · SummaryFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 9
Columns (grey = calculated for you)
- Assigned
- Claim #
- Carrier
- Type
- Status
- Report due
- Fee billed
- Fee paid
- Fee outstanding
- Open the Claims tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Carriers set contact and report deadlines per assignment; Report due turns red when you are late.
- Bill fees when reports are submitted; Fee outstanding turns amber until the carrier pays.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
Adjuster Claim Tracker
About this template
It is built for people who want results without another subscription: independent adjusters managing a caseload. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing Adjuster Claim Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +Independent adjusters managing a caseload
- +Anyone tracking fee billed vs. paid
Pause before choosing when
- -Carrier claim-system integration
- -Estimating engines
About Insurance Adjuster
Why people consider this option
- +Track claims and estimates without paid adjusting software
- +Log mileage and expenses for reimbursement
- +Keep a clean record of every claim you handle
What to review before acting
- -No estimating engine or carrier integration without a tool
- -High claim volume needs estimating software
Trust FAQ
Questions people ask before copying a template
Does the Adjuster Claim Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the Adjuster Claim Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the Adjuster Claim Tracker track?
It tracks claims, carrier, status, fee, paid. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.