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How Adjusting Firms Prepare for CAT Season 

by William P | May 9, 2026 | CAT Season & Hurricane Preparedness

CAT season, short for catastrophe season, refers to periods when hurricanes, floods, severe storms, and other large-scale weather events create sudden spikes in insurance claims volume. In the United States, hurricane season officially runs from June 1 through...

Why Claims Get Stuck Before Submission 

by William P | Apr 29, 2026 | Claims Workflow & Operations

For many adjusting firms and independent adjusters, a claim can feel complete long before it is actually ready for submission.  The inspection is done. The estimate is written. The file looks finished.  But then it sits. Or worse, it gets sent back.  Most delays in...

How to Transition From Spreadsheets to Claims Tracking Software

by William P | Apr 15, 2026 | Claims Workflow & Operations

For many adjusting firms and independent adjusters, spreadsheets are where everything starts. An Excel sheet becomes the place to track claims, deadlines, notes, and file status. It works in the beginning. It is flexible, easy to set up, and familiar. But as claim...

How to Move Claims Tracking off Spreadsheets

by William P | Mar 11, 2026 | Claims Workflow & Operations

For many independent adjusters, spreadsheets have been the default way to track claims for years. Excel files become the central place for assignments, deadlines, notes, and status updates. At first, it works. A simple spreadsheet can handle a handful of files without...

Scaling Claims Operations Takes More Than More Adjusters

by William P | Feb 18, 2026 | Claims Workflow & Operations

Growth feels good at first.  More claim assignments. More carrier relationships. Bigger CAT deployments. Your phone is ringing. Revenue is climbing. You bring on more independent adjusters to handle the load.  Then something shifts.  Deadlines start getting tighter....
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Recent Posts

  • How Adjusting Firms Prepare for CAT Season 
  • Why Claims Get Stuck Before Submission 
  • How to Transition From Spreadsheets to Claims Tracking Software
  • How to Move Claims Tracking off Spreadsheets
  • Scaling Claims Operations Takes More Than More Adjusters

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