Stay Ahead of the Storm: 3 Key Steps for Small Business Success


Hurricane season is upon us, and Mother Nature stops for no man – nor does she pause for your business process. So, if you’re a Public Adjuster near the Gulf or along the Eastern Seaboard, then you know it’s time to prepare for the busiest season ever.  But how does one prepare for hurricanes in the public adjusting world?

Before you get swept away by an angry sea of claims and endless deadlines, let’s review some best practices you can put into action now in order to master hurricane season.

1. Leverage Powerful Tools Specifically Built for Public Adjusters

The strategic utilization of state-of-the-art software and apps tailored to the insurance adjusting realm opens up a world of possibilities, optimizing efficiency and ensuring client satisfaction. Without these tools, moving through the claims process can be both time-consuming and risky.

Xactimate is the gold standard of estimating software in the Public Adjusting industry. Love it or hate it, it is the go-to tool for building a detailed itemization of loss amounts.

ClaimWizard is the leader in transforming first party insurance claim processes, ClaimWizard is your ultimate companion. From documentation to claim finances, it streamlines your entire journey. Its multifaceted capabilities obliterate manual drudgery, ushering in a new era of efficiency… magically.

2. Centralize Communication for Claim Cohesion:

Effective communication serves as the bedrock of operational excellence, especially when the hurricane season’s tempestuousness looms large. Relying on text messages across team members can be cumbersome and error-prone.

Slack is a (free or paid) multimedia messaging app for businesses that connects teams together. By bringing people together to work as one unified unit, Slack transforms the way organizations communicate. Get out of your teams’ cell phone messages and create tactical response groups to ensure that everyone is on the same page – and in the same app.

Spark is our new favorite email tool that allows your team to share inboxes across your organization. By allowing multiple people to access a single inbox, you reduce the risk of overlooking important emails from clients or carriers without stepping on anyone’s toes.

3. Build a Blueprint for Preparedness:

Crafting a comprehensive preparedness plan isn’t a mere ritual; it’s a proactive declaration of your business’s resilience and adaptability in the face of hurricane season challenges. Having a blueprint protects you from unpredictable chaos.

Emergency Contact Roster: In uncertain times, an up-to-date contact roster proves to be a lifeline. Swift access to clients, team members, and vendors galvanizes coordinated efforts and communication channels.

Remote Work Blueprint: Embrace the hallmark of adaptability by forging a contingency plan for remote operations. If physical offices succumb to weather’s fury, seamless transition to remote work ensures uninterrupted claim management—a testament to your steadfast dedication.

Discover the Power of ClaimWizard

To add ClaimWizard to your public adjusting tool set, book a free demo today.