Mapping claim flow (beginning of Action Item development) building process flow (“on paper” & Action Items)

ClaimWizard Certification will ensure that you and your team are utilizing ClaimWizard to the best of your businesses needs.

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.

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.

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 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.

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.

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. 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!
5. 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!

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

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

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

Have a suggestion for a class topic? Send it to us!