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Why Claims Get Stuck Before Submission 

by William P | Apr 29, 2026 | Claims Management Best Practices

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 Management Best Practices

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 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

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

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

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...
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Recent Posts

  • 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
  • Why Adjusters Are the Untapped Growth Engine of Insurtech 

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