Team Email Best Practices for Public Adjusting Companies

Team Email Best Practices for Public Adjusting Companies Webinar ——- Video Timestamps ——-00:00​ Introduction01:10​ Webinar Agenda02:56​ About Lynette Young, ClaimWizard03:26​ Email Trivia06:16​ Team Best Practices15:57​ Email Tips Specifically...

Streamlining The Client Onboard Process For Public Adjusters

Public Adjuster Customer Onboarding – Always Aim To Do The Following 3 Things — Get clients involved within the first 48 hours of contract signing, Establish a communication & process workflow, Make your service indispensable TO DO: Within 48 Hours of...

Public Adjusting Documentation Management & Automation Power Tips

What document types you should have in your library? — Are you missing any critical or useful documents in your claim document library? What documents should you have for carriers? for clients? for referrals? for vendors? Learn what you really need! How to name,...

New Year’s Resolution Checklist for Public Adjusting Businesses

Here are the ClaimWizard reports we discuss in the public adjuster business building webinar: Weekly Reports : Settlement Process–Claims with Open Balances (carrier ➝ policyholder)–Payments Received (inbound checks)–Claims with Undistributed Amounts...

How to Run Your Public Adjusting Business Like Clockwork

This webinar will show public adjusting companies ways to: – How to find the core offering of your business & support it- How to delegate tasks to have them run on their own- Take a four-week vacation from your business Resources:- Clockwork resources :...

Closed File Review for Public Adjusters

Learn why a Closed File Review Webinar is a critical step for public adjusters to incorporate at the end of every claim, what questions to ask, and how to stay compliant. ——- Video Timestamps ——- 00:00​ Introduction 01:19​ What is the Closed...

How to (Keep) Working from Home

The COVID-19 pandemic has impacted nearly every facet of day to day life since March 2020. One of the most obvious ways daily life has been impacted has been the rise in working from home. As shared office space became a breeding ground for the virus and daily contact...