Introducing…
Your best friend in the field
The complete claims Checklist
A fool-proof way to close more claims on your next storm deployment.
How can a claims checklist make you faster?
Press play to find out…
One of the most important things you can do to improve your time management skills as an adjuster is to plan.
The complete claims checklist is your proven plan for handling a claim from start-to-finish, and keep critical tasks from falling through the cracks when you-know-what starts to hit the fan.
Streamline your workflow - cut out the things that aren’t contributing to your outcome of an accurate and efficient closed claim.
3 ways a checklist can help you speed up your claims
(without cutting corners.]
01
Reason one
Building speed in claims requires repetition.
And when we know exactly what's required, we can concentrate on building up smoothness and speed.
If we're winging it and counting on trying to remember each step as we go, we'll lose momentum because we're spending energy trying to remember.
Also, imagine if you were trying to remember how to drive a stick, but you didn't know how many gears there were or when to shift? You'd spend all your time trying to figure out how to do it and not really getting anywhere.
So in order to build that muscle memory, we want to be able to move from step to step without flailing around trying to figure out what's next.
The complete claims checklist is your ready-made repeatable process.
02
Reason two
So much time is wasted doing corrections.
Many times those corrections are a direct result of forgetting to do something simple in the claim.
If we run through our checklist as we're doing our claim, we're far less likely to forget steps (for example: "complete hail damage evaluation;" "complete preferred contractor questionnaire").
03
Reason three
Time lost doing reinspections and supplements because we missed damage.
Your checklist can and should include steps for different kinds of claims - something as simple as reminders to ask about interior damage on hail claims or to check for personal property damage in the yard, etc.
It can also save time in your scheduling if you ask ahead of time how many outbuildings there are (strangely, nothing adds time to your field inspections quite like outbuilding inspections). You'll know ahead of time what you're getting into if you add things like this to your workflow checklist.
I recommend putting a full one up on your wall in your hotel room and having another field one attached to your clipboard for quick reference.
