Case Study: Top Tier Public Adjusters achieves streamlined insurance claims handling with Pipedrive

How Pipedrive helped Top Tier Public Adjusters handle more insurance claims and reduce manual workloads

Top Tier Public Adjusters had been using Pipedrive from the start, but their simple workflow across three pipelines still relied heavily on manual work and offered limited visibility, which led to inconsistent client follow-ups and claim processing. The team needed a better way to manage growing insurance claims and reduce administrative overhead.

Pipedrive helped Top Tier Public Adjusters migrate to a new CRM instance using custom scripts and data import, preserving all historical activity while setting up a cleaner system. With Pipedrive’s webhooks, integrations, API, and automations, the company streamlined task handling, automatically advanced deals, and improved stage monitoring with rot detection. The result was faster, more consistent claim progression and a major reduction in manual workload.

Top Tier Public Adjusters

Brent Guttmann

Director of Operations and Technology