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How to Transition from Spreadsheets to Automated Claims Tracking 

How to Transition from Spreadsheets to Automated Claims Tracking 

by William P | Mar 11, 2026 | Claims Management Best Practices

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...
How Technology Can Help Reduce Stress for Claims Adjusters 

How Technology Can Help Reduce Stress for Claims Adjusters 

by William P | Sep 15, 2025 | Claims Management Best Practices

Adjusting is a high-stakes profession. You’re expected to move fast, stay accurate, communicate clearly, and hit every deadline. Often all at once, and usually while juggling more claims than anyone would prefer.  But the stress doesn’t come from inspections or...
How to Prep Your Claims Files for Examiner Review (Without the Back-and-Forth) 

How to Prep Your Claims Files for Examiner Review (Without the Back-and-Forth) 

by William P | Aug 15, 2025 | Claims Management Best Practices

Examiners don’t need more files. They need the right ones, submitted the right way.  When you’re working flood or P&C claims, the examiner review is where everything gets scrutinized. Small mistakes can lead to big delays. It’s not about perfection. It’s...
Hurricane Season 2025: How Adjusters Can Prepare for the Surge

Hurricane Season 2025: How Adjusters Can Prepare for the Surge

by William P | Jul 30, 2025 | Claims Management Best Practices

Hurricane season is already testing the claims industry in 2025. As of July 29, two named storms, Hurricane Iris and Tropical Storm Logan, have made landfall along the Gulf Coast, causing widespread flooding in parts of Louisiana, Mississippi, and the Florida...
5 Mistakes Solo Adjusters Make That Cost Them Claims (and Credibility) 

5 Mistakes Solo Adjusters Make That Cost Them Claims (and Credibility) 

by William P | Jul 16, 2025 | Claims Management Best Practices

Working as a solo adjuster comes with freedom, flexibility, and the ability to build your own reputation. But it also comes with pressure. You are the inspector, the admin, the communicator, the closer, and everything in between.  Over the years, we’ve seen solo...
Why So Many Flood Claims Get Delayed — and What Adjusters Can Do About It 

Why So Many Flood Claims Get Delayed — and What Adjusters Can Do About It 

by William P | May 13, 2025 | Claims Management Best Practices

Introduction: Flood Season is Here  It’s May — and if you’re an adjuster, you already know what that means: flood season is officially underway. From rising water tables to coastal surges and flash flooding across the country, the volume of claims is about to increase...
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Recent Posts

  • How to Transition from Spreadsheets to Automated Claims Tracking 
  • Scaling Claims Operations Takes More Than More Adjusters
  • From Field to File Submission: Why Adjusters Are the Untapped Growth Engine of Insurtech 
  • How Independent Adjusters Can Work Like a Scaled Team
  • The Infrastructure Layer of Claims: Why Workflow Is the Next Frontier in Insurtech 

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