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Public Adjuster Training
Course Content

Proposed Training Classes

(syllabus still being finalized)

Working IN Your Business

Business Audit

When was the last time to you took an end-to-end / top-to-bottom / inside-out look at your business process and outcomes?

Many public adjusting companies are born out of something else – converted carrier adjusters, former roofers or general contractors, another public adjusting firm – and have a funny habit of doing business how they have always done business. There may be a better way, but you won’t know it until you perform an audit. This class has been designed to walk you through a self-assessed business audit and offer multiple corrective and growth tactics and strategies to move forward.

Public Adjusting Document Workshop

Paperwork and deadlines make the public adjusting industry go ’round and ’round. It can also eat up much of your (and your staff’s) time, be prone to errors, and not always make it out the door on time. This session will help you design and implement a customized document repository that will strengthen your claims case and save time in your company.

When Disaster Strikes... Your Company

Computer ransomware and viruses. Disgruntled employees. Divorce. Mutiny (yeah, we really shouldn’t joke about that one while on a cruise ship.) We’ve seen a lot of reasons public adjusting companies have taken a solid hit on the jaw, and most times it can be prevented, or at least softened. This session will outline best practices you may want to take to ensure that your business doesn’t implode from within.

Reports That Run Business

Reports and statistics can help build and guide your business, but only if you know which reports to run and what information to derive from them. This session will help you identify your business growth goals, 3-5 measurable data points you should be tracking, and how to move the results in the direction you want. We will also help you identify reports that will self-motivate your staff to improve their performance and results as well.

Planning for Claim Exceptions

What happens to your claim (and client relationship) when you go to litigation? What does a law firm need for a successful – and quick – outcome? This session will cover what it takes to prepare EVERY claim for pre/litigation, insufficient coverage, remediation, etc. with minimal effort.

Working ON Your Business

Working Through the 7 Business Stages

Every business can be classified into one of five business stages. How you operate your business is very much dependent on where you are and where you plan to go. If any of these five stages look like your public adjusting business, this class is a must-attend for actively mapping your steps forward.

 

  1. Starting – Is your public adjusting business less than a year old? The processes, procedures, and framework you set now will shape your company over the years (and assure that your company makes it years…) You need a plan!
  2. Stalling – Business is great… until it isn’t. Don’t blame it on the weather, well structured public adjusting companies can (and DO) consistently bring in six- and seven-figure fees even when the ‘skies are blue.’ You need a plan!
  3. Soaring – Need to catch your breath? Need to turn away new claims but you aren’t sure which ones? Need to hire staff but just don’t have one-single-extra-minute to think about it let alone train new staff? You need a plan!
  4. Sinking –When your business feels like it is in a death spiral, it may look like a really good option to throw in the towel or just work for someone else. You owe it to your clients, your staff, and YOURSELF to turn your company around. You need a plan!
  5. Shifting – Businesses changes. Industries changes. People change. How do you stay profitable with your core public adjusting business while bringing on additional service offerings such as appraisal or estimating? You need a plan!
  6. Selling – Congratulations! You’re officially “one foot on the golf course” and looking forward to not running a business any longer. You need a plan!
  7. Staying – Well. You are perfectly happy where you and your company is… now what?

Networking that Works

Networking that works (building & nurturing client and vendor relationships)

Small Business Marketing that Gets Results

Digital & traditional marketing – how to create a system that works for you without any work

Benefits of Associations

Association membership & benefits (what they do and how it benefits your bottom line)

No-Pressure Soliciting

No-pressure / no-stress soliciting and sales tactics that work

Becoming an Executive

Running your office while out of office (“becoming an executive”) – designing your staff roles to support your process. Hiring to fill role / function to support your business and claim process.