Partnering

partnering

Many adjusters team up with a family member, friend or another adjuster to share the workload, increase efficiency and complete more claims. A partner enables you to divide the responsibilities and concentrate on assigned duties. For example, while one is taking measurements on the roof, the other can be downloading the measurements into Xactimate. Then when the damage has been scoped, one of you will explain and cover the claim with the homeowner, while the other completes the claim and sends it to Headquarters for final review.
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A team can complete seven or so claims a day without draining either partner physically or emotionally.
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Exactly, how does it work? Do you both need to be licensed? What are the Adjuster Firm policies regarding teams?
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Most IA Firms only want one licensed adjuster per claim. If you are both licensed and both on the same rosters, then you are going to run into opposition to your team. They will want you each working separate claims. So if it is your plan to have a team and your partner is licensed, keep that to yourself!
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Some IA Firms will allow a team with only one member having an adjuster license. But they require the non-licensed partner to avoid all contact with the insured! In other words, they can not call the insured to set up appointments, or participate in conversation about settlement of the claim. They are also not allowed to be involved in the actual scope of damages.
Other IA Firms allow the non-licensed partner to make the appointments.
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Some companies may have slightly more relaxed rules and perhaps some even more stringent. Ask your manager the company’s protocol on partners before deployment.
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Teams make sense. You can literally cut in half the multiplicity of tasks per claim. And for many, your teammate provides companionship, moral support, and perspective while on the road.
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