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Financial Services InsuranceTop 10 Best Public Adjuster Software of 2026
Discover top 10 public adjuster software tools. Streamline claims processes—find the best fit for your needs today.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Xactimate
Xactimate estimating with assemblies and line-item scope structure built for property loss claims
Built for public adjusters managing high volumes of property damage estimates and documentation.
HOVER
Visual case workflow builder that structures intake, tasks, and evidence collection
Built for public adjusting teams needing guided case workflows and evidence tracking.
Verisk ClaimSearch
ClaimSearch’s comparable loss discovery using indexed Verisk claim data
Built for public adjusters needing fast comparable-loss research and filtered claim discovery.
Comparison Table
This comparison table evaluates public adjuster software used to estimate, review, and manage insurance claims, including Xactimate, HOVER, Verisk ClaimSearch, Solera One, and Snapsheet. Readers can scan key capabilities and workflows side by side to match each platform to documentation, estimating, and claim-tracking requirements.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Xactimate Property claims estimating platform that produces repair estimates using pricing databases, depreciation, and valuation workflows. | cat estimating | 8.6/10 | 9.1/10 | 8.0/10 | 8.6/10 |
| 2 | HOVER Mobile photo capture and field documentation workflow for storm damage and claims support with structured evidence collection. | field documentation | 7.3/10 | 7.4/10 | 7.8/10 | 6.7/10 |
| 3 | Verisk ClaimSearch Claims analytics and investigation workflow that helps identify patterns and retrieve claim-related information for review and planning. | claims intelligence | 8.0/10 | 8.5/10 | 7.6/10 | 7.8/10 |
| 4 | Solera One Centralized claims workflow capabilities that support estimating, document management, and collaboration for property claims operations. | claims workflow | 8.0/10 | 8.4/10 | 7.6/10 | 7.9/10 |
| 5 | Snapsheet Photo-driven damage capture and claims document processing system that organizes images into claim-ready evidence packages. | photo intake | 8.1/10 | 8.4/10 | 8.0/10 | 7.7/10 |
| 6 | HawkSoft Insurance agency management software that supports workflows for leads, appointments, policy tracking, and client documentation. | agency CRM | 7.5/10 | 8.0/10 | 7.4/10 | 7.0/10 |
| 7 | Clio Legal practice management software for case management, document workflows, billing, and communications used by firms handling claims. | case management | 8.0/10 | 8.3/10 | 7.9/10 | 7.7/10 |
| 8 | Lawcus Legal intake and case management platform that organizes client submissions, tasks, and document uploads for matters. | intake casework | 7.7/10 | 8.0/10 | 7.4/10 | 7.6/10 |
| 9 | Zoho CRM CRM for managing public adjuster pipelines with lead tracking, contact histories, activity logging, and automated follow-ups. | CRM pipeline | 7.3/10 | 7.6/10 | 7.4/10 | 6.9/10 |
| 10 | Pipefy Workflow automation tool that maps public adjuster stages into repeatable processes for intake, scheduling, and document routing. | workflow automation | 7.6/10 | 7.8/10 | 8.1/10 | 6.9/10 |
Property claims estimating platform that produces repair estimates using pricing databases, depreciation, and valuation workflows.
Mobile photo capture and field documentation workflow for storm damage and claims support with structured evidence collection.
Claims analytics and investigation workflow that helps identify patterns and retrieve claim-related information for review and planning.
Centralized claims workflow capabilities that support estimating, document management, and collaboration for property claims operations.
Photo-driven damage capture and claims document processing system that organizes images into claim-ready evidence packages.
Insurance agency management software that supports workflows for leads, appointments, policy tracking, and client documentation.
Legal practice management software for case management, document workflows, billing, and communications used by firms handling claims.
Legal intake and case management platform that organizes client submissions, tasks, and document uploads for matters.
CRM for managing public adjuster pipelines with lead tracking, contact histories, activity logging, and automated follow-ups.
Workflow automation tool that maps public adjuster stages into repeatable processes for intake, scheduling, and document routing.
Xactimate
cat estimatingProperty claims estimating platform that produces repair estimates using pricing databases, depreciation, and valuation workflows.
Xactimate estimating with assemblies and line-item scope structure built for property loss claims
Xactimate stands out for its claim-estimating workflow tailored to property loss documentation and repair cost calculations. It supports line-item estimating with assemblies, detailed scope controls, and production-style workflows that public adjusters use to quantify damages quickly. The platform integrates estimating output with photo-based records and report packages, which helps keep documentation tied to each scope decision. It is best suited to adjusters who need consistent estimates across files rather than ad hoc spreadsheets.
Pros
- Robust estimating workflows with standardized assemblies and line-item scopes
- Strong photo documentation linkage to support estimate narratives and support
- Consistent production approach that reduces scope drift across multiple claims
- Output packaging supports clean claim-ready deliverables for stakeholders
- Workflow tools help manage revisions and maintain estimate structure
Cons
- Learning curve for assembly setup, scope rules, and production workflows
- Estimating speed depends on data prep and familiarity with the estimating model
- Less flexible for unconventional estimating methods outside established workflows
Best For
Public adjusters managing high volumes of property damage estimates and documentation
HOVER
field documentationMobile photo capture and field documentation workflow for storm damage and claims support with structured evidence collection.
Visual case workflow builder that structures intake, tasks, and evidence collection
HOVER centers its Public Adjuster workflow on visual, form-driven case management rather than document chaos. It supports intake, tasking, and evidence organization to keep claim work aligned from assignment through settlement. Built-in communication and status tracking help teams coordinate adjusters and reviewers. The system is most distinctive for translating claim activity into structured steps that can be audited later.
Pros
- Visual case workflow reduces missed steps during claim intake and documentation
- Evidence organization streamlines linking photos, notes, and claim materials
- Status tracking supports coordination across adjusters and internal reviewers
- Tasking tools help move claims through recurring public adjuster stages
Cons
- Integrations for accounting and legal workflows are limited compared with full suites
- Reporting depth can feel constrained for highly customized performance metrics
- Advanced automation requires careful setup to avoid inconsistent case steps
Best For
Public adjusting teams needing guided case workflows and evidence tracking
Verisk ClaimSearch
claims intelligenceClaims analytics and investigation workflow that helps identify patterns and retrieve claim-related information for review and planning.
ClaimSearch’s comparable loss discovery using indexed Verisk claim data
Verisk ClaimSearch stands out for turning claim handling into a structured search experience that consolidates Verisk claim and risk data across property lines. Public adjusters can use it to find comparable loss information, support damage assessment narratives, and speed up early investigation by narrowing relevant claim patterns. Core capabilities emphasize record retrieval, flexible query filtering, and exporting results for review workflows. The tool’s fit depends on whether teams can operationalize searched claim insights into documentation and negotiation materials without needing heavy custom case-building.
Pros
- Comparable-claim search helps accelerate early investigation and case framing
- Strong filtering supports targeted retrieval instead of broad document browsing
- Exportable results improve handoffs to reports, spreadsheets, and internal review
Cons
- Search workflows can feel data-centric rather than adjuster-task centric
- Limited visible guidance for turning results into final claim narratives
- Usability depends on query construction skill and data field familiarity
Best For
Public adjusters needing fast comparable-loss research and filtered claim discovery
Solera One
claims workflowCentralized claims workflow capabilities that support estimating, document management, and collaboration for property claims operations.
Claim workflow orchestration tied to repair and equipment intelligence
Solera One stands out for connecting property claims workflows with equipment and repair intelligence across the broader risk lifecycle. Public adjusters can centralize claim tasks, collaborate with stakeholders, and manage documentation needed for estimating and negotiation. The platform’s strength is operational coverage rather than a narrow claims-only workflow, which supports end-to-end processes from intake through settlement.
Pros
- Centralizes claim workflow steps with strong document control
- Integrates claims operations with repair and equipment intelligence
- Supports collaboration across adjusters, vendors, and stakeholders
- Scales to multi-location claim operations with consistent processes
Cons
- Workflow configuration and setup can be time-consuming
- User experience can feel complex for small single-user operations
- Reporting may require administrator support for advanced views
Best For
Multi-office public adjusting teams needing governed, end-to-end claim workflows
Snapsheet
photo intakePhoto-driven damage capture and claims document processing system that organizes images into claim-ready evidence packages.
Guided mobile inspections that structure photo and video evidence for claim documentation
Snapsheet centers on mobile-first claim documentation with guided workflows that speed on-site inspection capture. The platform supports photo and video intake, digital statements, assignment of tasks, and evidence organization that adjusters can review and reference later. For public adjusters, it provides a structured way to collect documentation, track status, and produce consistent claim files without relying solely on manual spreadsheets.
Pros
- Mobile guided inspections streamline photo and video evidence capture
- Workflow tracking keeps tasks and claim documentation organized
- Collaboration tools support review and handoff of evidence packets
Cons
- Best results require setup of workflows and templates before field use
- Advanced reporting and exports can feel limited for highly customized processes
- Managing edge cases in evidence structure may take manual attention
Best For
Public adjusters needing mobile evidence workflows and consistent claim documentation
HawkSoft
agency CRMInsurance agency management software that supports workflows for leads, appointments, policy tracking, and client documentation.
Claim file workspace that ties intake data, notes, and documents into one record
HawkSoft stands out with an adjuster-focused workflow built around claim intake, document organization, and activity tracking for public adjusters. Core capabilities center on managing assignments, notes, and case files while keeping case communications tied to the claim record. The system supports collaborative work among staff adjusters, with structured data fields intended to reduce missed steps during claim handling. Document-heavy workflows are prioritized through searchable case documentation and repeatable processing steps.
Pros
- Case-centered organization keeps claim notes and documents attached to each file
- Workflow fields guide adjusters through repeatable public adjuster processes
- Supports team collaboration across assignments and claim responsibilities
- Searchable case records reduce time spent locating prior documents
Cons
- Setup and customization require more training than simple intake tools
- Report building can feel rigid for claims teams with unusual metrics
- Some advanced automations depend on structured data discipline
Best For
Public adjuster teams managing document-heavy claims with staff collaboration
Clio
case managementLegal practice management software for case management, document workflows, billing, and communications used by firms handling claims.
Email-to-case tracking and centralized case timelines in Clio Manage
Clio stands out with built-in client relationship management paired with case management workflows for legal and insurance professionals. It supports tasks, calendars, documents, and contact records to centralize public adjuster case activity. Clio Manage also offers ticket-style intake forms, email tracking, and automated reminders that reduce coordination overhead during claim lifecycles. The platform’s reporting and integrations help teams standardize processes across multiple active claims.
Pros
- Case management with tasks, deadlines, and notes organized per claim
- Document management and templates reduce repeated work across similar losses
- Client communication tracking keeps claim conversations searchable
- Role-based views help teams separate intake, file work, and review
Cons
- Public adjuster workflows often need custom configuration to fit exactly
- Reporting and dashboards feel less tailored for claims analytics than CA-focused tools
- Email and document setup requires careful normalization of claim identifiers
- Advanced automation depends on administrator time and governance
Best For
Public adjuster firms standardizing case workflows with strong client visibility
Lawcus
intake caseworkLegal intake and case management platform that organizes client submissions, tasks, and document uploads for matters.
Case-specific workflow stages with centralized document assembly and audit activity history
Lawcus centers on case management for public adjusters with document organization, task tracking, and claim workflows in one place. The platform supports intake-to-settlement execution through structured steps, audit-friendly activity histories, and templated outputs for common claim documents. Case collaboration features help coordinate estimates, supporting evidence, and communications tied to specific matters. Lawcus is strongest for teams that want standardized workflows and faster case assembly rather than custom automation.
Pros
- Structured claim workflows keep public adjuster tasks organized by case stage
- Centralized document handling reduces version confusion across estimates and reports
- Activity history improves traceability of claim decisions and evidence changes
Cons
- Workflow setup can take effort for firms with highly custom claim processes
- Automation depth is limited compared with specialist systems for complex adjustments
- Advanced reporting requires more manual curation of outputs per matter
Best For
Public adjuster teams standardizing claim workflows and evidence management
Zoho CRM
CRM pipelineCRM for managing public adjuster pipelines with lead tracking, contact histories, activity logging, and automated follow-ups.
Workflow Rules and Process automation that trigger actions on record and stage changes
Zoho CRM stands out for tying deal records to workflow automation that can mirror public adjusting stages from intake to settlement. Core capabilities include lead and case management, customizable pipelines, contact and account views, and task and activity tracking. It adds reporting and dashboards plus integrations through Zoho’s ecosystem to support communication logs and document-heavy processes. As a pure public adjusting workflow tool it is not purpose-built, so teams often need configuration to model policy types, claim events, and compliance steps.
Pros
- Configurable CRM pipelines that map claim stages with custom fields
- Automation rules for tasks, routing, and status updates across records
- Dashboards and reports for tracking adjuster workload and outcomes
- Robust contact and activity history aligned to customer communication
Cons
- Not a claims-specific system, requiring custom modeling of claim workflows
- Complex setups can slow administrators managing many custom objects
- Reporting needs careful field design to produce claim event timelines
Best For
Public adjuster teams managing claims as structured deals in CRM workflows
Pipefy
workflow automationWorkflow automation tool that maps public adjuster stages into repeatable processes for intake, scheduling, and document routing.
Workflow automation with configurable cards, rules, and stage-based routing
Pipefy stands out for workflow automation built around visual pipelines that teams can adapt without writing code. It supports configurable stages, conditional logic, form intake, and assignment rules that fit repeatable public adjuster case processes. Collaboration features like comments and activity history help track handoffs across stakeholders. Reporting gives visibility into pipeline status and bottleneck stages for ongoing claim management.
Pros
- Visual pipeline builder maps claim stages with minimal configuration overhead
- Workflow rules automate intake, routing, and next-step assignments
- Forms and fields standardize required claim data capture
- Comments and activity history improve audit-friendly handoffs
Cons
- Complex multi-team workflows require careful configuration to avoid rule conflicts
- Public adjuster document storage still depends on external tools
- Limited depth for insurer-specific workflows beyond basic process stages
Best For
Adjusting teams needing visual case workflows and automated task routing
Conclusion
After evaluating 10 financial services insurance, Xactimate stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Public Adjuster Software
This buyer's guide covers how to select Public Adjuster Software for claim intake, evidence capture, estimating, collaboration, and case tracking. It connects specific tool strengths from Xactimate, HOVER, Verisk ClaimSearch, Solera One, Snapsheet, HawkSoft, Clio, Lawcus, Zoho CRM, and Pipefy to the workflows public adjusters run in real claims work. Each section maps tool capabilities to concrete use cases across property loss documentation and settlement-ready deliverables.
What Is Public Adjuster Software?
Public Adjuster Software organizes the core public adjusting workflow from claim intake and tasking through evidence capture and decision-ready documentation. Many systems also support structured estimating and claim-ready output packaging. For example, Xactimate focuses on property loss estimating with assemblies and line-item scope structures tied to repair cost workflows. Snapsheet provides mobile-first guided inspection capture that organizes photos and videos into evidence packages for later reference and review.
Key Features to Look For
The strongest tools reduce missed steps and scope drift by forcing structured workflows around evidence, tasks, and deliverables.
Assembly-based estimating with line-item scope structure
Xactimate excels at producing repair estimates using pricing databases and workflow controls built around assemblies and line-item scope structure. This fit is ideal when consistent scope decisions must remain stable across high volumes of property damage estimates.
Guided visual case workflow for intake, tasks, and evidence
HOVER provides a visual case workflow builder that structures intake, tasking, and evidence collection into auditable steps. Teams use it to prevent documentation chaos by keeping photos, notes, and claim materials connected to each workflow stage.
Comparable-loss discovery with filtered search and exports
Verisk ClaimSearch centers on comparable-claim search using indexed Verisk claim and risk data. Public adjusters use it to narrow relevant claim patterns through flexible filtering and export results into review-ready handoffs.
End-to-end claim workflow orchestration tied to repair intelligence
Solera One focuses on centralized claim workflow orchestration that connects claims operations with repair and equipment intelligence. Multi-office operations benefit when the same governed process runs across intake, documentation, collaboration, and settlement activities.
Mobile guided inspections that structure photos and videos into evidence packets
Snapsheet delivers mobile-first guided inspections that capture photo and video evidence during on-site work. Evidence is organized so teams can track status and collaborate on review and handoff of claim-ready evidence packages.
Case workspace that ties notes, documents, and timelines to a single record
HawkSoft provides a claim file workspace that ties intake data, notes, and documents into one record for searchable case documentation. Clio Manage adds email-to-case tracking and centralized case timelines, which helps keep claim conversations discoverable per claim record.
How to Choose the Right Public Adjuster Software
Selection should start with the work that cannot be done well with spreadsheets, then match tools to estimating depth, evidence capture, workflow governance, and case tracking needs.
Choose estimating capability first when repair scope volume is high
If daily work requires consistent repair estimates with assemblies and line-item scope structure, Xactimate is built for that production-style workflow. If the primary bottleneck is not estimating but evidence capture, Snapsheet and HOVER should be prioritized so field documentation stays structured from the start.
Map the workflow stages that must be repeatable and auditable
For guided, step-by-step intake and evidence workflows, HOVER provides a visual case workflow builder that organizes tasks and evidence into structured stages. For standardized stages with centralized document assembly and audit activity history, Lawcus supports case-specific workflow stages that keep evidence and activity traceable.
Decide where comparable research fits in the workflow
When early investigation speed depends on comparable-loss discovery, Verisk ClaimSearch supplies indexed comparable-claim search with strong filtering and exportable results. When the goal is operational orchestration across offices with repair and equipment intelligence, Solera One supports end-to-end governed workflows beyond a narrow search workflow.
Pick collaboration and record structure based on team behavior
If staff adjusters need a single claim file workspace that ties case communications, notes, and documents together, HawkSoft is designed around that case-centered record organization. If legal-grade client visibility and email-to-case tracking matter, Clio Manage centralizes case timelines and manages tasks, documents, and communications per claim.
Use automation and pipelines when intake-to-handoff rules drive throughput
If teams want a visual pipeline that automates intake, scheduling, document routing, and next-step assignments, Pipefy provides configurable stages, conditional logic, and stage-based routing. If teams prefer a CRM model where workflow rules trigger actions on record and stage changes, Zoho CRM supports configurable pipelines and automation rules that map public adjusting stages as deals.
Who Needs Public Adjuster Software?
Public Adjuster Software fits different public adjusting roles based on where delays and errors originate in the claim lifecycle.
High-volume public adjusters focused on consistent property damage estimating
Xactimate fits this audience because it supports assemblies and line-item scope structure designed for property loss estimating at scale. This approach reduces scope drift across multiple claims by keeping estimate structure stable through workflow tools.
Public adjusting teams that need guided field evidence workflows
Snapsheet matches teams that require mobile guided inspections that capture photos and videos and organize them into claim-ready evidence packages. HOVER also fits teams that want visual case workflow structure to translate intake and evidence collection into auditable steps.
Public adjuster teams running early investigation and needing comparable-loss research speed
Verisk ClaimSearch serves teams that need fast comparable-claim discovery with flexible filtering and exportable results for review handoffs. This tool is most useful when searched claim insights can be operationalized into documentation and negotiation materials without heavy custom case building.
Multi-office public adjusting firms that require governed end-to-end workflows
Solera One is designed for multi-location claim operations that need centralized workflow steps and strong document control tied to repair and equipment intelligence. For teams that also want standardized case stages with centralized document assembly and audit-friendly activity histories, Lawcus supports traceability across the claim lifecycle.
Common Mistakes to Avoid
The most expensive buying errors come from choosing a tool that fits one workflow step while leaving critical adjacent work in manual or unstructured systems.
Buying a workflow tool without a path to claim-ready evidence packages
HOVER and Snapsheet prevent evidence chaos by organizing photos, notes, and claim materials into structured workflows and evidence packets. Tools that focus only on task tracking without evidence structuring can leave claim files assembled from scattered artifacts.
Underestimating configuration effort for workflow-heavy platforms
Solera One can require time for workflow configuration and setup when teams need complex governed processes. Lawcus and Clio also involve setup effort for workflow stages and document outputs when firms require highly custom claim processes.
Expecting a pure CRM to behave like public adjusting case operations
Zoho CRM provides configurable pipelines and automation rules, but it is not purpose-built for claims estimating and evidence packet assembly. Teams often need custom modeling of policy types, claim events, and compliance steps to get a true adjuster workflow timeline.
Forcing estimation methods that fall outside the tool’s established scope model
Xactimate supports standardized assemblies and line-item scope structure that can feel less flexible for unconventional estimating approaches outside established workflows. Teams that rely on atypical scope math may need a secondary process for scope derivation before estimates can be translated into Xactimate’s structure.
How We Selected and Ranked These Tools
we evaluated each public adjuster software tool on three sub-dimensions with these weights. Features received a 0.4 weight, ease of use received a 0.3 weight, and value received a 0.3 weight. The overall score is the weighted average using overall = 0.40 × features + 0.30 × ease of use + 0.30 × value. Xactimate separated from lower-ranked tools mainly on features tied to estimating workflows like assemblies and line-item scope structure, which directly supports high-volume property loss estimating consistency.
Frequently Asked Questions About Public Adjuster Software
Which public adjuster software best supports line-item estimating that stays consistent across many claim files?
Xactimate fits public adjusters who need production-style estimating with assemblies and structured line-item scope controls. Its estimating output stays tied to scope decisions through photo-based records and report packages, which reduces drift from ad hoc spreadsheets.
What tool is best for guided, audit-friendly case workflow that organizes evidence from intake through settlement?
HOVER fits teams that want a visual, form-driven workflow with built-in tasking and status tracking tied to each case. Its guided steps translate claim activity into an auditable sequence backed by structured evidence organization.
Which option speeds up early investigation by finding comparable loss information from a searchable claims dataset?
Verisk ClaimSearch fits adjusters who need fast comparable-loss research using indexed Verisk claim and risk data. It emphasizes record retrieval, flexible filtering, and exporting results for use in damage assessment narratives and review workflows.
What software supports end-to-end claim execution across multiple offices with governance over tasks and documentation?
Solera One fits multi-office teams that need governed claim workflows that connect intake through settlement. It centralizes claim tasks and collaboration while tying workflow execution to repair and equipment intelligence.
Which tool is strongest for on-site evidence capture using mobile photos and video, then organizing that evidence for the claim file?
Snapsheet fits public adjusters who need mobile-first inspection capture with guided workflows. It supports photo and video intake plus evidence organization, so teams can assemble consistent documentation without relying solely on manual spreadsheets.
Which platform best supports staff collaboration on document-heavy claims while keeping communications tied to the claim record?
HawkSoft fits teams that manage staff adjusters working the same claim records. It prioritizes a case workspace that ties intake data, notes, and documents together with structured fields and searchable documentation.
What software is best when the workflow must include strong client relationship tracking plus case timelines and email activity?
Clio fits public adjuster firms that want client relationship management paired with case management. It includes tasks, calendars, documents, contact records, email-to-case tracking, and automated reminders that keep case activity visible across active claims.
Which tool supports standardized, templated claim document assembly with audit-friendly activity histories?
Lawcus fits teams that want intake-to-settlement execution through standardized workflow stages. It centralizes documents and task tracking and provides audit-friendly activity history plus templated outputs for common claim documents.
Which option is best for teams that want to model each claim as a configurable deal pipeline with automation rules?
Zoho CRM fits teams that treat claim handling as structured records moving through configurable stages. It supports workflow automation rules that trigger actions on stage changes and adds reporting dashboards plus integrations via the Zoho ecosystem.
Which software is best for building repeatable public adjuster workflows with visual pipelines and conditional routing without writing code?
Pipefy fits teams that need visual pipeline stages with configurable cards, conditional logic, and assignment rules. It also provides collaboration with comments and activity history and includes reporting to surface pipeline bottlenecks.
Tools reviewed
Referenced in the comparison table and product reviews above.
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