The ClaimWizard Show

Join the Wizard Team to learn about the 7 Habits of Highly Effective Public Adjusters! Based on the revolutionary book by Stephen Covey, you will learn how to take these timeless principles and apply them directly to your public adjusting business. Habit 1: Be Proactive Habit 2: Begin With the End in Mind Habit 3: Put First Things First Habit 4: Think Win-Win Habit 5: Seek First to Understand, Then to Be Understood Habit 6: Synergize Habit 7: Sharpen the Saw

This show will give you you ways to: Set the talent criteria that best fits your public adjusting company and needs Quickly onboard new hires to become productive and profitable "Grow your own" public adjusting talent Want to Learn More? Learn more about the industry-leading public adjusting claim management solution : https://www.claimwizard.com For more training : https://academy.claimwizard.com Sign up for a software demonstration : https://claimwizard.com/demo Free business building public adjuster webinar series : https://claimwizard.com/webinar Certified Fix This Next Advisor for Public Adjusting Companies : https://claimwizard.com/ftn The ClaimWizard Show podcast https://claimwizard.com/show or search in your favorite podcast directory

This Public Adjuster business building podcast will show you: How to level up your online game How to project a professional image How to design your business that showcases your benefits ------- Resources Mentioned ------- DIY Website Building Resources https://claimwizard.com/diy-public-adjuster-website/ https://claimwizard.com/public-adjusting-website-ideas/ Social Media Management MeetEdgar https://meetedgar.com/?via=xi7cs Email Services G Suite https://gsuite.google.com/products/gmail/ Microsoft 365 Business https://www.microsoft.com/en-us/microsoft-365/business#compareProductsRegion Online Review Sites Google My Business https://www.google.com/business/ Facebook Places https://www.facebook.com/places BBB https://www.bbb.org/ Angies List https://www.angieslist.com/ Yelp https://www.yelp.com Marketing Materials Vistaprint https://www.vistaprint.com Lands' End https://business.landsend.com Overnight Prints https://www.overnightprints.com Weather Impacted Data Lead Generation SmartCollar https://www.smartcollar.us ------ Want to Learn More? ------- Learn more about the industry-leading public adjusting claim management solution : https://www.claimwizard.com For more training : https://academy.claimwizard.com Sign up for a software demonstration : https://claimwizard.com/demo Free business building public adjuster webinar series : https://claimwizard.com/webinar Certified Fix This Next Advisor for Public Adjusting Companies : https://claimwizard.com/ftn The ClaimWizard Show podcast https://claimwizard.com/show or search in your favorite podcast directory ------- ClaimWizard on Social Media ------- Facebook : https://facebook.com/ClaimWizard-433435246737835 Twitter : https://twitter.com/claimwizard Instagram : https://instagram.com/ClaimWizard YouTube : https://www.youtube.com/channel/UCrW1CB2-tBF-dWzveLcrEUw ------- Resources You Can Use ------- Google Doc Templates : https://docs.google.com/document/u/0/?tgif=c&ftv=1 Microsoft Word Templates : https://templates.office.com/en-us/templates-for-word BombBomb Video Email : www.bombbomb.com?bbref=CLAIMWIZARD Grammarly : https://www.grammarly.com  

More business is nearly always better...IF you are prepared! This webinar will show you: How to create "first phone call" Create a triage process specifically for CAT events How to profit from claims you can't take on yourself

Stop wasting time and losing money trying what ‘other' Public Adjusting companies have tried to grow or fix their business. You are unique, and your growth solutions should be as well. Learn the Business Hierarchy of Needs and how to determine where your business fits How to find what you should be fixing in your business Why 'sales' and 'profit' are costing you time and money

Not every Public Adjusting company wants to become a franchise, but every one should be set up as if they were! How to create your SoP, Business Plan, Culture of Compliance, Turnkey Setup & MORE! The difference between true franchising, a marketing co-op, company-owned operations, licensing, dealerships, JVs, & MORE Benefits of behaving like a franchise

Your email inbox is barely adequate to manage your email, let alone your business! How to organize your inbox for professional success How to transfer information from your inbox to Claim Management Tool Digital communication methods that work!

Learn how to best spend your time to make the most profit.? This webinar will show you: $1, $10 & $100 Work How to assess your team's strengths to best benefit your business Fit your workload to fit your lifestyle

Want to learn how to close more sales on the first visit? This webinar will show you: Benefits of Using a Sales Deck Process 3-Step Closing Map - Sales Deck Framework How Sales Decks Go Wrong…

-What is a ‘workflow'? -Why does my company need to use workflows? •How do I design my workflow? -How can I automate my claim workflow? A workflow consists of an orchestrated and repeatable pattern of activity, enabled by the systematic organization of resources into processes that transform materials, provide services, or process information. It's a “to-do list” that keeps your company accountable, compliant, and profitable. WHY DOES MY COMPANY NEED TO USE WORKFLOWS? Paper trail is replaced by a digital trail Eliminate redundancy No stopping to check on other team members Better understanding of how time relates to action Keep compliant documentation Automation focuses on activities 7. Accentuates the positives Workflow never forgets... The workflow runs the business Encourages collaboration but not unnecessary communication -Build every claim like it will go to litigation -Estimates are not adjusting -A repeatable, automated process insures that you involve your ‘secret sauce' EVERY time   ------- Want to learn more? ------- ► Learn more about the industry-leading public adjusting claim management solution : https://www.claimwizard.com ► For more training : https://academy.claimwizard.com ► Sign up for a software demonstration : https://claimwizard.com/demo ► Free business building public adjuster webinar series : https://claimwizard.com/webinar ► Certified Fix This Next Advisor for Public Adjusting Companies : https://claimwizard.com/ftn ► The ClaimWizard Show podcast https://claimwizard.com/show or search in your favorite podcast directory   ------- ClaimWizard on Social Media ------- ► Facebook : https://facebook.com/ClaimWizard-433435246737835 ► Twitter : https://twitter.com/claimwizard ► Instagram : https://instagram.com/ClaimWizard ► YouTube : https://www.youtube.com/channel/UCrW1CB2-tBF-dWzveLcrEUw

Welcome to the ClaimWizard Show! If you are looking for a little magic to improve your public adjusting or related business, keep listening for fresh ideas, interesting insights, growth strategies and exclusive interviews with YOUR industry's top success makers. This show features advice on technology, marketing, and small business best practices to get you making some magic of your own! Mentoring -Mentoring requires giving a person direction and then letting them do their work. -Check in and ask “what problems or challenges did you face this week, and how did you deal with them? ... And how well did that work out for you?” - This is how your team learns to make solid decisions without running to you for every little question. Boundaries -Responsibility = Ownership -When staff is empowered to make certain decisions themselves they tend to take a greater ownership of the outcome. -Not everyone will “think like an owner” but they should still have control and pride in their area of responsibility Meetings -Having an “open-door” policy is great, until your team feels that they can come to you 24/7 -Book specific time every week or other week with each team member individually (or, if you have managers, with them) -Not only should this time be used to update on work etc., but to raise any concerns or kudos across the team without other people being present Availability -Be available less often -Think of those times when you've been working but away from your email for extended periods, like while you are attending an off-site meeting or conference. ------- Want to learn more? ------- ► Learn more about the industry-leading public adjusting claim management solution : https://www.claimwizard.com ► For more training : https://academy.claimwizard.com ► Sign up for a software demonstration : https://claimwizard.com/demo ► Free business building public adjuster webinar series : https://claimwizard.com/webinar ► Certified Fix This Next Advisor for Public Adjusting Companies : https://claimwizard.com/ftn ► The ClaimWizard Show podcast https://claimwizard.com/show or search in your favorite podcast directory   ------- ClaimWizard on Social Media ------- ► Facebook : https://facebook.com/ClaimWizard-433435246737835 ► Twitter : https://twitter.com/claimwizard ► Instagram : https://instagram.com/ClaimWizard ► YouTube : https://www.youtube.com/channel/UCrW1CB2-tBF-dWzveLcrEUw

-Team Best Practices -Specifics for PA Industry •Etiquette -Security -Setup   The average office worker receives over 120 emails PER DAY. The average person checks their email 15 times a day. The average person has TWO email accounts (one work, one personal.) Ideas to Reduce TEAM STRESS -Internal communication between your team members should be via CHAT (slack.com - Desktop & Mobile, Free & Paid) if possible -Role-Based email accounts should be monitored on shifts, not a free- for-all -Do not send or respond to emails to team members outside of work hours -Don't use email to manage your to-do list -Don't email top-of-mind things, keep a list and send once a day •Don't email work-in-progress documents -Adopt company-wide discussion boards (Slack) -Tell people WHY you sent them an email (spell out your CTA) and what/ when you expect a response   ------- Want to learn more? ------- ► Learn more about the industry-leading public adjusting claim management solution : https://www.claimwizard.com ► For more training : https://academy.claimwizard.com ► Sign up for a software demonstration : https://claimwizard.com/demo ► Free business building public adjuster webinar series : https://claimwizard.com/webinar ► Certified Fix This Next Advisor for Public Adjusting Companies : https://claimwizard.com/ftn ► The ClaimWizard Show podcast https://claimwizard.com/show or search in your favorite podcast directory   ------- ClaimWizard on Social Media ------- ► Facebook : https://facebook.com/ClaimWizard-433435246737835 ► Twitter : https://twitter.com/claimwizard ► Instagram : https://instagram.com/ClaimWizard ► YouTube : https://www.youtube.com/channel/UCrW1CB2-tBF-dWzveLcrEUw

We are sharing some ideas and tips on how your public adjusting company can help others during the COVID-19 coronavirus pandemic. Stay safe! Right now, EVERYONE is uncertain of the future. Health and economic futures for both people and businesses are unknown. As a Public Adjuster, you are accustomed to helping people through very stressful situations. Be a light. Help others. Calm fears. Share knowledge. A BIG Thank You to: Healthcare & Emergency Services and Retail Workers

Customer Onboarding - Always Aim To Do The Following 3 Things -Get clients involved within the first 48 hours of contract signing 1. Create & Send New Client Welcome Letter 2. Schedule a Followup Call Within 48 Hours 3. Celebrate Milestones Along the Way -Establish a communication & process workflow -Make your service indispensable Understand Your Client -Make it a point to understand each unique obstacle, pain point, and challenge that your customer faces, as well as their ideal solutions and outcome.This information will help you tailor their onboarding experience and goals. Set Clear Expectations -Before signing your contract, your customer should know what to expect.Your sales process should lay out the same claim process given to them after they sign your contract. -This information should carry into the onboarding process as you reiterate the value that your product provides to your customers and prepare them for potential setbacks or sticky points.That way when they hit a snag, they'll be better prepared for it and not give up so quickly. Prove Your Value Quickly -Before your new client can get excited about the claim process (or, at least less nervous,) you need to reemphasize the value you will provide for their unique case. -Give them specific examples of how your service will address their specific situation. If possible, pull reports of recovered damages by peril, location, or business / structure type to prove your track record. Keep Communicating -After your initial welcome letter, continue communicating throughout each claim phase. -At this point, email is probably your customer's most frequented communication medium - BUT ASK & then make a note of it. Some may prefer phone calls (still follow up with email!) Seek to Impress -Your goal with every client interaction is to create the same positive experience that made your customers sign up for your service in the first place. Aim to deliver a stellar performance that your customers will rave about and share with others. ------- Want to learn more? ------- ► Learn more about the industry-leading public adjusting claim management solution : https://www.claimwizard.com ► For more training : https://academy.claimwizard.com ► Sign up for a software demonstration : https://claimwizard.com/demo ► Free business building public adjuster webinar series : https://claimwizard.com/webinar ► Certified Fix This Next Advisor for Public Adjusting Companies : https://claimwizard.com/ftn ► The ClaimWizard Show podcast https://claimwizard.com/show or search in your favorite podcast directory ------- ClaimWizard on Social Media ------- ► Facebook : https://facebook.com/ClaimWizard-433435246737835 ► Twitter : https://twitter.com/claimwizard ► Instagram : https://instagram.com/ClaimWizard ► YouTube : https://www.youtube.com/channel/UCrW1CB2-tBF-dWzveLcrEUw

Welcome to the ClaimWizard Show! If you are looking for a little magic to improve your public adjusting or related business, keep listening for fresh ideas, interesting insights, growth strategies and exclusive interviews with YOUR industry's top success makers. This show features advice on technology, marketing, and small business best practices to get you making some magic of your own! Most public adjusting companies generate 7 to 15 distinct types of documents & each document can take up to 40 minutes to create and proofread That means 4.5 to 10 hours worth of paperwork for each claim Letters are a critical tool for your company. But... -Are they accurate? -Are they easy to create? -Are they legally compliant? -Are your documents organized? -Can you generate documents on time? -Do your documents look professional? -Are your documents uniquely branded to stand out against competitors? Let's get REAL for a minute... -Are the documents you use ‘borrowed' from Google or another public adjusting company -Who knows if what you are using could actually be against the law (citing insurance statutes, anyone?) -Horribly formatted or inconsistent What if there were an easier way? What are you going to do with all this ‘extra time?' -How about signing & closing more claims? In this podcast you will learn how to... 1. Create standardized, pre-approved, beautifully formatted documents 2. Categorize and file documents in a meaningful and easy-to-retrieve way 3. Create simple letters to help with client retention and referrals This show has been brought to you by ClaimWizard, the Proactive Claims Management System So Powerful, It's Magic! ClaimWizard is a cloud-based workflow management solution designed specifically to serve public adjusters and related industries. For more information visit ClaimWizard.com. If you would like to subscribe to this show, visit https://ClaimWizard.com/show and click the Subscribe link. Have a comment or question? We would love to hear from you - contact us at show@claimwizard.com. ------- Want to learn more? ------- ► Learn more about the industry-leading public adjusting claim management solution : https://www.claimwizard.com ► For more training : https://academy.claimwizard.com ► Sign up for a software demonstration : https://claimwizard.com/demo ► Free business building public adjuster webinar series : https://claimwizard.com/webinar ► Certified Fix This Next Advisor for Public Adjusting Companies : https://claimwizard.com/ftn ► The ClaimWizard Show podcast https://claimwizard.com/show or search in your favorite podcast directory ------- ClaimWizard on Social Media ------- ► Facebook : https://facebook.com/ClaimWizard-433435246737835 ► Twitter : https://twitter.com/claimwizard ► Instagram : https://instagram.com/ClaimWizard ► YouTube : https://www.youtube.com/channel/UCrW1CB2-tBF-dWzveLcrEUw

Welcome to the ClaimWizard Show! If you are looking for a little magic to improve your public insurance adjusting business, keep listening! The ClaimWizard Show is the place to be for fresh ideas, unique insights, growth strategies, and exclusive interviews - not for any ol' business, but YOUR public adjusting business. This show will feature topics catered to your business industry such as technology, marketing, and business best practices to get you making some magic of your own! More details at: https://www.claimwizard.com/show