Erik from ClaimFlow

Bottom Line Up Front Your claims management operation and your professional network aren’t separate tracks — they’re the same infrastructure. Public adjuster associations like NAPIA, along with your state PA associations, set the ethical standards, fee-practice norms, and continuing education benchmarks that should already be baked into your pipeline, your file documentation, and your carrier … Read more

Bottom Line Up Front EagleView aerial measurement reports have become standard infrastructure in property claims — carriers use them for desk reviews and underwriting, contractors use them for estimates, and you should be using them to control the measurement conversation before a desk adjuster controls it for you. If you’re not pulling your own EagleView … Read more

Bottom Line Up Front The HOVER app insurance claims workflow turns a policyholder’s smartphone photos into a measured 3D model of the structure — roof, elevations, openings — without a ladder, a drone, or a site visit from a measurement tech. For PAs, that means faster scope development, Xactimate-ready measurements, and a documentation layer that’s … Read more

Bottom Line Up Front Matterport has moved from catastrophe-season novelty to a documentation standard carriers increasingly expect on complex building claims, and firms still relying solely on static photos are leaving leverage on the table at desk review. Used correctly, a 3D scan locks your scope of loss before a carrier IA ever sets foot … Read more

Bottom Line Up Front Mobile inspection tools PA firms deploy in the field now determine win rates more than negotiation skill alone — a desk adjuster can’t argue with a timestamped, geotagged photo set and a moisture map that syncs straight into your Xactimate sketch. If your field team is still emailing photos from a … Read more

Bottom Line Up Front PA bookkeeping best practices aren’t about QuickBooks — they’re about building a system that tracks every claim’s status, every carrier interaction, every dollar of RCV and depreciation holdback, and every deadline from FNOL to fee collection. Firms that treat claim-level recordkeeping as a discipline (not an afterthought scribbled in a notebook) … Read more

Bottom Line Up Front PA E&O insurance is only as good as the file behind it — your errors and omissions coverage protects your firm financially, but your claims management discipline is what keeps you from ever having to file a claim against it. The firms with the cleanest loss history on their E&O policy … Read more

Bottom Line Up Front Your claims pipeline only functions if the compliance layer underneath it is solid — and that starts with your license and your bond. PA bond requirements are state-specific, non-reciprocal, and easy to let lapse when you’re heads-down running claims across multiple jurisdictions. Treat bond tracking as an operational discipline with the … Read more

Bottom Line Up Front Networking with attorneys as a PA isn’t a courtesy relationship — it’s pipeline infrastructure. The PAs closing the highest-value claims aren’t winning every fight at the desk adjuster level; they’re building a bench of coverage counsel and bad-faith litigators they can hand a file to the moment a carrier crosses from … Read more

Bottom Line Up Front Your restoration network is a revenue channel, a documentation asset, and a liability if you manage it sloppily. Networking with restoration companies done right fills your pipeline with pre-qualified claims, strengthens your file with moisture mapping and thermal imaging you didn’t have to generate yourself, and speeds the mitigation-to-settlement timeline. Done … Read more