Every PA knows the feeling: juggling 40 active claims across six carriers, chasing supplements that disappeared into desk adjuster limbo, and losing settlements because you missed a critical follow-up window. Your claims tracking spreadsheet worked when you had 12 files — but now it’s the bottleneck strangling your growth and costing you six figures in … Read more
Free Scope of Loss Template: The PA’s Complete Claims Management Guide Bottom Line Up Front: Your scope of loss template is only as strong as the claims management system behind it. Most PAs lose money not because they can’t write a scope, but because their pipeline leaks claims at every stage from FNOL to settlement. … Read more
Bottom Line Up Front Your demand letter template insurance strategy should function as part of a systematic claims management workflow, not as isolated correspondence. The best PAs structure demand letters within automated follow-up sequences that maintain carrier pressure while documenting every touchpoint for potential bad faith preservation — turning routine correspondence into leverage that moves … Read more
Free Proof of Loss Template: Complete Claims Management Guide for Public Adjusters Introduction Managing a successful public adjusting practice requires more than just expertise in property damage assessment—it demands a systematic approach to claims management that maximizes settlements while maintaining efficient operations. At the heart of this process lies proper documentation, particularly the proof of … Read more