Playbooks for Claims
Professionals
Free guides, playbooks, and ebooks for independent adjusters, TPAs, carriers, and restoration companies. Download instantly.
The Independent Adjuster's Business Playbook
How to build a profitable IA practice from your first file to a full caseload
- Setting up your IA business correctly
- Building carrier and TPA relationships
- Managing a high-volume caseload efficiently
- Pricing your services and maximizing fee income
- Technology tools that make you more competitive
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The Claims Compliance Guide
State-by-state diary requirements, contact deadlines, and how to stay compliant at scale
- State-mandated contact deadline overview
- Diary management best practices
- Reserve adequacy and documentation standards
- Regulatory exam preparation
- Building a compliance culture in your claims team
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Xactimate for Restoration Companies
How to write estimates that get approved, supplemented, and paid without disputes
- Xactimate line items adjusters approve and why
- The supplement process that maximizes your payment
- Documentation standards that close disputes fast
- Category 1, 2, and 3 pricing strategy
- Building adjuster relationships that pay off
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TPA Operations Playbook
How to run a third-party administration operation that carriers trust and renew
- Building your carrier client base
- Technology stack for multi-client administration
- Reporting and transparency that wins renewals
- Staffing and quality control at scale
- Pricing your TPA services profitably
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The CAT Adjuster's Deployment Guide
Everything you need to maximize your income and effectiveness during storm season
- Preparing before storm season hits
- Gear, tools, and technology for field work
- Documentation standards for high-volume CAT claims
- Working with carriers and IAs on large deployments
- Post-CAT follow-up and client retention
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Insurance Claims Technology Guide
How to choose and implement claims management software that your team will actually use
- What to look for in a claims management platform
- Integration requirements with Xactimate and CoreLogic
- Implementation and onboarding best practices
- Getting adjuster buy-in and adoption
- Measuring ROI on your claims technology investment
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