Will Willingham

Profile

Between the field, the desk and the classroom Will (LW) Willingham has 20 years of experience as an adjuster and manager for insurance companies and as an independent adjuster across property, auto and casualty lines of business. Will brings in-depth technical skills and a clear and easygoing communication style to all of our classes at CATI.

Courses

1
MS Plans Field Certification (Nov. 14, 2019)
Expires After: Does not Expire

This certification qualifies you to handle claims as a field adjuster for MS Plans.
 
Time: 8:00 am to 5:00 pm
Location: Catastrophe Adjuster Training Institute, 3109 Skyway Circle North, Irving, TX

 

Adjusters wishing to handle field claims for MS Plans (Mississippi Windstorm Underwriting Association and Mississippi Residential Property Insurance Underwriting Association) must complete training and certification specific to MS Plans. Certification is good for one year. First-time certification must be completed in-person and may be renewed annually either online or in-person. 

 

Field adjuster certification is a one-day session which will include policy review and estimating guidelines with a final 2-part knowledge and estimatics assessment.

 

Note: Adjusters wishing to handle claims from the desk only should register for the one-day Examiner Certification instead (do not register for both unless you wish to certify for both)

This certification session assumes that you already have solid experience as a field adjuster and are proficient at scoping and Xactimate estimatics. The class will focus on MS Plans-specific coverage and estimating guidelines as well.

Our commitment to MS Plans is to provide top-notch, experienced adjusters for the account. 

 

  • In order to enroll, adjusters must be on the U.S. Adjusting roster or one of our partner firms and have active, verifiable experience as a field adjuster for a minimum of two years. Adjusters without the requisite experience may request a waiver of the requirement from their manager. If you are not currently on the U.S. Adjusting Services roster, click here to apply.

 

  • Additionally, proficiency with Xactimate is required for field adjusters.

 

You will be asked to complete an objective knowledge exam covering policy information, estimating guidelines and our service level agreements, as well as an application exam which will assess your accuracy and proficiency with Xactimate sketch and line item estimatics. A score of 70% is required on both portions to pass.  The MS Plans certification is rigorous and currently has a pass rate of 70%. 

 

If your experience or technical skill level are not yet where this account demands, we encourage you to consider taking CATI's Adjusting 101, Xactimate 28 or Advanced Residential Scoping classes to to ensure you are fully prepared.

Course materials will be provided electronically. Please bring a laptop computer capable of connecting to the Internet and a notepad for taking notes.

 

**Xactimate 28 must be downloaded, installed and functional on your computer prior to class. You will need Xactimate 28 to complete the certification assessment and Xactimate support will not be provided so you must be up and running when you arrive.

Please adhere to a Business Casual dress code as you would on assignment, meaning we ask that you wear slacks (no jeans or shorts) and a collared shirt (no t-shirts).

2
MS Plans Inside Examiner Certification (Nov. 15, 2019)
Expires After: 11 Month(s) 29 Day(s)

This certification qualifies you to handle claims as an inside examiner for MS Plans.

Date: Friday, November 15, 2019
Time: 8:00 am to 5:00 pm

Location: CATI Training Facility at 3109 Skyway Circle North, Irving, TX

Inside examiners wishing to handle claims for MS Plans (Mississippi Windstorm Underwriting Association and Mississippi Residential Property Insurance Underwriting Association) must complete training and certification specific to MS Plans. First-time certification must be completed in-person and renewed annually either online or in-person.

 

Examiner certification includes a one-day session covering policy review and scoping/estimating guidelines with a two-part assessment (knowledge and application). Examiners who pass both parts of the assessment are invited to complete self-paced online training on InsuranceNow (SurePower) claims management system to complete the certification.

 

If you do not pass the assessment on the first day, you must retake the class (at no additional charge) before completing the online systems training.

 

Note: Adjusters wishing to handle field claims only should register for the one-day Field Certification instead (do not register for both unless you wish to certify for both)

This certification session assumes that you already have solid experience as an inside examiner and are proficient at file review, coverage analysis, and claims systems. The class will focus on MS Plans-specific coverage and estimating guidelines as well as the InsuranceNow claims management system.

Our commitment to MS Plans is to provide top-notch, experienced adjusters for the account. 

 

In order to enroll, adjusters must be on the U.S. Adjusting roster and have active, verifiable experience as an inside examiner for a minimum of two years. Adjusters without the requisite experience may request a waiver of the requirement from their manager. If you are not currently on the U.S. Adjusting Services roster, click here to apply.

 

You will be asked to complete an objective knowledge exam covering policy information, estimating guidelines and our service level agreements, as well as an application exam which will assess your accuracy and proficiency with file review. A score of 70% is required on both portions to pass. Adjusters who successfully complete these assessments will be invited to complete self-paced online training on InsuranceNow (SurePower) claims management system to complete the certification. The MS Plans certification is rigorous and currently has a pass rate of 70%. 

 

If your experience or technical skill level are not yet where this account demands, we encourage you to consider taking CATI's Adjusting 101, Xactimate 28 or Advanced Residential Scoping classes to to ensure you are fully prepared.

Course materials will be provided electronically via a usb drive and our student portal. Please bring a laptop computer capable of connecting to the Internet. 

Please adhere to a Business Casual dress code as you would on assignment, meaning we ask that you wear slacks (no jeans or shorts) and a collared shirt (no t-shirts).

 

3
Contractor to Claims: Career Change Toolkit
Expires After: Does not Expire

Fast-track a successful transition from building trades to property claim adjusting

A career change from construction to adjusting is a natural transition. Whether you're the contractor or the adjuster, you want to make sure the customer's needs are met. But learning to take care of the customer by representing the insurance company means putting a new set of tools in your toolkit.    

 

If you want to make a successful career transition from contractor to claims, you need to learn to leverage your construction know-how and industry expertise. CATI's training instructors are national professionals with more than 80+ years experience in every aspect of property adjusting, from classroom to CAT, and beyond. 

 

Contractor to Claims is for you if you're ready to receive training that will help you make that transition quickly and make your mark as a property adjuster.  CATI's commitment is to train & equip you to honor your commitment to rise to the ranks of the best property adjusters in the field. This can happen quickly for you if you're ready to invest and come with an open mind to being trained by some of the best and most knowledgeable trainers in the industry.      

This 5-day course is specially tailored to assist experienced contractors in a transition from building trades to property claim adjusting. The curriculum will leverage your existing skills to successful application to the claim adjusting process. You can expect to learn:

  • Fundamentals of the Claim Process
  • Consumer Protection/Good Faith Practices
  • Homeowners Policy Types
  • Homeowners Policy Elements
  • In-Depth Analysis of the HO-3 Special Form
  • Insurance Terms and Concepts
  • Applying Insurance Company Guidelines to the Estimating Process
  • Customer Service Essentials
  • Claim File Documentation, Narrative Reports & Photos
  • How to Apply Sales Tax, O&P and Depreciation to Estimate Items
  • Introduction to Scoping Process
  • Overview of Xactimate 28 Working Environment
  • Creating and Dimensioning Rooms through Xactimate 28 Sketch
  • Xactimate 28 Line Item Codes and Entry
  • Creating and Sketching Exterior Elevations in Xactimate 28
  • Creating and Sketching Gable and Hip Roofs in Xactimate 28
  • Integrating Digital Measuring Apps into Your Scoping Process (HOVER)
  • Preparing Multi-Coverage Claim Reports for Submission

There are no prerequisite courses needed to register for Contractor to Claims.  However, this course is intended to fast-track experienced contractors to adjusting work. So, prior experience in the building industry and familiarity with estimating is required. If you do not have prior construction and estimating experience, we recommend registering for our Adjusting 101 and Xactimate 28 courses instead.

 

Additionally, use of a computer is an essential part of the work of an adjuster. It is essential that you have a working computer that can be operated on battery power for an hour or more AND that you are able to perform the following functions BEFORE coming to class:

 

  • Logging in, sending & receiving email from your personal or business account
  • Attaching files to email
  • Creating folders to save files & images on your desktop
  • Uploading photos from your camera to a folder on your desktop
  • Performing standard functions on an Excel or Google spreadsheet (such as a copying & pasting, saving the sheet under a new name, entering basic formulas, etc.)
  • Creating documents in Word or Google Docs (including inserting photos into a document)

 

**Xactimate 28 must be DOWNLOADED, INSTALLED and FUNCTIONAL on your computer prior to class.

 

Download the free 30-day demo version at www.Xactware.com.  Please be sure to contact Xactware Support and request Xactimate 28 (not X1) to ensure you have the correct program for class.

CATI provides all instructional materials for Contractor to Claims either online or via a USB drive

In addition, you will need to bring the following:

 

  • Laptop computer with Xactimate 28 installed and running
  • Notebook, pen/pencil, highlighter (if you like)
  • Calculator
  • Graph paper & clipboard
  • Digital camera w/ memory card/cable to upload to your computer (your smartphone is fine IF you're experienced w/ uploading photos to your computer from it) 
  • Tape measure (at least 30ft)
  • Laser measure (optional)
  • Good rubber soled shoes or boots for walking on roof
  • Tool belt or pouch to keep hands free while scoping

Classes are held from 8:00 am to 5:00 pm each day at our training facility in Irving, Texas:

 

3109 Skyway Circle North
Irving, TX 75038

 

 

Joe S, Independent Adjuster

Came in knowing NOTHING about adjusting or Xactimate and felt that I had a pretty good grasp on things at the end.  Jorge was GREAT!!!

 

Vince C, Staff Field Adjuster

LW & Jorge were very helpful throughout the class.  They made the class informative and enjoyable.  I would highly recommend them and this class.  After completing this course, I believe I am ready for field work.  

 

Tanya B, Staff Inside Adjuster

I feel so much more comfortable about handling desk claims now!!!

 

Rob C, Staff Field Adjuster

Jorge & LW were very dedicated to making sure everyone in class understood each area we were learning and how to apply it to our estimates.  

 

Troy H, Independent Adjuster

I aill be writing multiple referrals for CATI/US Adjusting on social media sites for fellow colleagues and friends interested in pursuing a career in the Cat Adjusters field.  Thank you Tim K. for your patience, taking a passionate approach to our education and going the extra mile!  Onto Xactimate!

 

Tim P, Independent Adjuster

This is the best course I have ever taken as an adult.  This course from beginning to end could not have been better.  I'm very thankful to have taken this class and look forward to future classes.  

 

Rod Q, Independent Adjuster

Thank you for the time you took with all of us.  So mych to CATI!  You taught us the way to make it manageable and to make us effective.  Thanks for everything!

 

Katrina M, Staff Inside Adjuster

They (Jorge & LW) were both fantastic and made the material as interesting as they possibly could which aided in the gaining of knowledge.  

 

Anonymous, Independent Adjuster

This course transformed students who never held a tame measure into very proficient property adjusters.  Great class content and training mock-ups. 

 

Sarah M, Staff Field Adjuster

LW & Jorge have teacher's hearts.  Their passion is to make adjusters better and it shows.  It was a privilege to be a part of their class.  Great job and it was a great experience.

 

Tina K, Staff Inside Adjuster

I purposefully marked everything EXCEPTIONAL!  This was first class training with first class instructors who truly know what they are teaching and are happy to share their knowledge with others.  All new adjusters need this class!

 

Jimmy P, Staff Inside Adjuster

Thank you both for sharing your knowledge with us, and being patient with us as we were learning.  This week of scoping with you guys has taken my confidence from a 3 to about a 7.  I still have lots of room for learning and improvements along the way, but this course was extremely helpful.

 

Stacey S, Independent Adjuster

As a new adjuster the main takeaway I wanted from this class was to be much more confident in accepting a future deployment as a result of being much more confident in my Xactimate abilities.  Jorge & LW gave me exactly that.

 

Ben M, Independent Adjuster

LW & Jorge: Thank you for your help.  You're both awesome and it was a pleasure getting to know you.  I wouldn't even consider looking elsewhere for my future training. 

 

 

**Xactimate 28 must be downloaded, installed and functional on your computer prior to class. You can download a free 30-day demo version at www.Xactware.com. Please review the system requirements at Xactware.com and ensure your equipment is compatible. Be sure the version you receive is Xactimate 28. If you receive the X1 version, please contact Xactware Support and request the Xactimate 28 to ensure you have the correct program for class.

4
Inside Adjuster Essentials (October 7-11, 2019)
Expires After: Does not Expire

Get the inside track on inside adjuster best practices

Inside adjusters and examiners carry a claim file from cradle to grave, working with the policyholder, contractor, field adjuster, attorney and others to ensure superior customer satisfaction and that we pay the right amount on every claim. You need to be able to read a policy, understand an estimate, communicate effectively and keep a lot of plates spinning in the air. 

 

If you are...

 

A new adjuster looking to work claims from the desk
A field adjuster looking to transition from the field to the desk
An experienced inside adjuster, examiner, or file reviewer looking to increase your efficiency and get more work

 

Then you're in the right place!

 

Our Inside Adjuster Essentials course will give you the tools to manage claims right from start to finish.

 

In an immersive training experience involving classroom lecture, role plays and hands-on practice with materials and estimating in our damage mockups, you can expect to learn:

  • How to read and apply a Homeowners Policy to a given loss scenario
  • How to set accurate reserves
  • How to investigate and identify the cause of loss
  • How to evaluate and document structural damage
  • How to evaluate and document personal property losses
  • How water mitigation and emergency services work
  • How to identify repair processes and construction materials
  • How to communicate effectively with all parties to the claim
  • How to write a coverage denial and communicate difficult decisions
  • How to negotiate effective loss settlements
  • How to manage your time and stress levels
  • Texas unfair claim handling regulations

There are no specific course prerequisites for taking Inside Adjuster Essentials. 

However, use of a computer is an essential part of the work of an adjuster.  It is crucial that you have a working computer** that can be operated on battery power for an hour or more AND that you are able to perform functions such as the following before coming to class:

 

  • Log in, send and receive email from your personal or business account
  • Attach files to email
  • Create folders to save files and images on your desktop
  • Upload photos from your camera to a folder on your desktop

 

**Xactimate 28 must be DOWNLOADED, INSTALLED and FUNCTIONAL on your computer prior to class. 

We will not be training toward Xactimate mastery, but will be exploring Xactimate functionality to assist you in understanding adjuster estimates you will receive and reviewing estimate collaboration at a high level. 

 

Download the free 30-day demo version at www.Xactware.comPlease be sure to contact Xactware Support and request Xactimate 28 to ensure you have the correct program for class.

What you will need to bring

  • Computer with Xactimate 28 (active license or demo version) installed and operational (PC only; Mac is not supported)
  • Mouse
  • Digital camera with cord to download photos to computer (smartphone camera is fine)
  • Notebook, pen and/or pencil
  • Tape measure (30-foot minimum, heavy duty recommended)
  • Laser measure (optional)
  • Toolbelt or pouch to hold tools while estimating

 

Dress Code

Business Casual – Khaki’s or slacks, Shirts other than T-shirt, shoes for climbing, or boots

Classes are held from 8:00 am to 5:00 pm each day at our training facility in Irving, Texas:

 

3109 Skyway Circle North
Irving, TX 75038

 

 

Joe S, Independent Adjuster

Came in knowing NOTHING about adjusting or Xactimate and felt that I had a pretty good grasp on things at the end.  Jorge was GREAT!!!

 

Vince C, Staff Field Adjuster

LW & Jorge were very helpful throughout the class.  They made the class informative and enjoyable.  I would highly recommend them and this class.  After completing this course, I believe I am ready for field work.  

 

Tanya B, Staff Inside Adjuster

I feel so much more comfortable about handling desk claims now!!!

 

Rob C, Staff Field Adjuster

Jorge & LW were very dedicated to making sure everyone in class understood each area we were learning and how to apply it to our estimates.  

 

Troy H, Independent Adjuster

I aill be writing multiple referrals for CATI/US Adjusting on social media sites for fellow colleagues and friends interested in pursuing a career in the Cat Adjusters field.  Thank you Tim K. for your patience, taking a passionate approach to our education and going the extra mile!  Onto Xactimate!

 

Tim P, Independent Adjuster

This is the best course I have ever taken as an adult.  This course from beginning to end could not have been better.  I'm very thankful to have taken this class and look forward to future classes.  

 

Rod Q, Independent Adjuster

Thank you for the time you took with all of us.  So mych to CATI!  You taught us the way to make it manageable and to make us effective.  Thanks for everything!

 

Katrina M, Staff Inside Adjuster

They (Jorge & LW) were both fantastic and made the material as interesting as they possibly could which aided in the gaining of knowledge.  

 

Anonymous, Independent Adjuster

This course transformed students who never held a tame measure into very proficient property adjusters.  Great class content and training mock-ups. 

 

Sarah M, Staff Field Adjuster

LW & Jorge have teacher's hearts.  Their passion is to make adjusters better and it shows.  It was a privilege to be a part of their class.  Great job and it was a great experience.

 

Tina K, Staff Inside Adjuster

I purposefully marked everything EXCEPTIONAL!  This was first class training with first class instructors who truly know what they are teaching and are happy to share their knowledge with others.  All new adjusters need this class!

 

Jimmy P, Staff Inside Adjuster

Thank you both for sharing your knowledge with us, and being patient with us as we were learning.  This week of scoping with you guys has taken my confidence from a 3 to about a 7.  I still have lots of room for learning and improvements along the way, but this course was extremely helpful.

 

Stacey S, Independent Adjuster

As a new adjuster the main takeaway I wanted from this class was to be much more confident in accepting a future deployment as a result of being much more confident in my Xactimate abilities.  Jorge & LW gave me exactly that.

 

Ben M, Independent Adjuster

LW & Jorge: Thank you for your help.  You're both awesome and it was a pleasure getting to know you.  I wouldn't even consider looking elsewhere for my future training. 

 

 

5
Amica Insurance Desk Estimating
Expires After: Does not Expire

This carrier-specific course is by invitation only to Amica personnel.

6
MS Plans Inside Examiner Certification (June 12-14, 2019)
Expires After: Does not Expire

This certification qualifies you to handle claims as an inside examiner for MS Plans.

Course Time: 8:00 am to 5:00 pm
Location: CATI Training Facility at 3109 Skyway Circle North, Irving, TX

Inside examiners wishing to handle claims for MS Plans (Mississippi Windstorm Underwriting Association and Mississippi Residential Property Insurance Underwriting Association) must complete training and certification specific to MS Plans. First-time certification must be completed in-person and renewed annually either online or in-person.

 

Examiner certification includes a one-day session covering policy review and scoping/estimating guidelines with a two-part assessment (knowledge and application). Examiners who pass both parts of the assessment are invited to complete self-paced online training on InsuranceNow (SurePower) claims management system to complete the certification.

 

If you do not pass the assessment on the first day, you must retake the class (at no additional charge) before completing the online systems training.

 

Note: Adjusters wishing to handle field claims only should register for the one-day Field Certification instead (do not register for both unless you wish to certify for both)

This certification session assumes that you already have solid experience as an inside examiner and are proficient at file review, coverage analysis, and claims systems. The class will focus on MS Plans-specific coverage and estimating guidelines as well as the InsuranceNow claims management system.

Our commitment to MS Plans is to provide top-notch, experienced adjusters for the account. 

 

In order to enroll, adjusters must be on the U.S. Adjusting roster and have active, verifiable experience as an inside examiner for a minimum of two years. Adjusters without the requisite experience may request a waiver of the requirement from their manager. If you are not currently on the U.S. Adjusting Services roster, click here to apply.

 

You will be asked to complete an objective knowledge exam covering policy information, estimating guidelines and our service level agreements, as well as an application exam which will assess your accuracy and proficiency with file review. A score of 70% is required on both portions to pass. Adjusters who successfully complete these assessments will be invited to complete self-paced online training on InsuranceNow (SurePower) claims management system to complete the certification. The MS Plans certification is rigorous and currently has a pass rate of 70%. 

 

If your experience or technical skill level are not yet where this account demands, we encourage you to consider taking CATI's Adjusting 101, Xactimate 28 or Advanced Residential Scoping classes to to ensure you are fully prepared.

Course materials will be provided electronically via a usb drive and our student portal. Please bring a laptop computer capable of connecting to the Internet. 

Please adhere to a Business Casual dress code as you would on assignment, meaning we ask that you wear slacks (no jeans or shorts) and a collared shirt (no t-shirts).

 

7
MS Plans Field Certification (June 3, 2019)
Expires After: Does not Expire

Adjusters wishing to handle field claims for MS Plans (Mississippi Windstorm Underwriting Association and Mississippi Residential Property Insurance Underwriting Association) must complete training and certification specific to MS Plans. Certification is good for one year. First-time certification must be completed in-person and may be renewed annually either online or in-person. 

Field adjuster certification is a one-day session which will include policy review and estimating guidelines with a final 2-part knowledge and estimatics assessment.

Course Time: 8:00 am to 4:00 pm
Course Location: Embassy Suites, Denton, TX – this session is offered in conjunction with the US Adjusting Services 2019 Conference

Prerequisites:

Adjusters must be on the roster for U.S. Adjusting Services or one of our partner firms, or and have active, verifiable property claim handling experience for a minimum of two years. Adjusters without the requisite experience may request a waiver of the requirement from their manager. If you are not currently on the U.S. Adjusting Services roster, click here to apply.

Additionally, proficiency with Xactimate is required for field adjusters. If you have not yet reached a level of proficiency with Xactimate we recommend taking our Xactimate 28 course first and certifying at a later date.

What you will need to bring:

Course materials will be provided electronically. Please bring a laptop computer capable of connecting to the Internet and a notepad for taking notes.

**Xactimate 28 must be downloaded, installed and functional on your computer prior to class. You will need Xactimate 28 to complete the certification assessment and Xactimate support will not be provided so you must be up and running when you arrive.

Dress Code:

Please adhere to a Business Casual dress code as you would on assignment, meaning we ask that you wear slacks (no jeans or shorts) and a collared shirt (ie, no t-shirts).

8
Advanced Scoping (January 2019)
Expires After: Does not Expire

 


 

Advanced Scoping –

Time to Upgrade Your Adjuster Game!

This course is eligible for 1.5 ethics and 22.5 general CE hours for Texas adjuster licensees

They say “life is a game.”  Well, if property adjusting is the field you want to play in, CATI’s 5 day Advanced Scoping course is “Your Game Changer!”

We created this training to be your total hands-on intensive into advanced property scoping & adjusting.  Whether you’re a field/desk adjuster, or claims examiner, this course is your 5 day immersion into the real workaday life of property adjusting

You’ll take using our onsite structural & damage mock-up spaces to estimate actual roofs, elevations, drywall repair and flooring materials to the next level.  An A-game property adjuster has to identify grade & quality on construction materials like roofing, flooring, windows, drywall textures, and ceiling & wall finishes to write a proper on-site estimate.  The number of experienced adjusters we see come through CATI who aren’t making these distinctions is… well, very good news for you!   

When you complete the Advanced Scoping course you WILL without doubt have the hands-on experience & training you need to be knowledgeable & competitive in this industry.      

  • You've got some adjuster experience but you want to sharpen your skills...
  • You're a seasoned adjuster who understands the value of training to stay razor sharp...

 

It doesn't matter...

 

If you're a hands-on learner ready to continue your climb toward mastery in residential construction methods & materials identification, and best practices in scoping & estimating, then Advanced Scoping is the best training & development money and time you'll ever invest

 

Every month national carriers send their adjusters & examiners to CATI for training because they trust our instructors, mock-up facility, content, and professionalism to be the best their money can buy.  Industry executives & claims managers have taken Advanced Scoping and reported being better in their roles because of it! 

Some of the benefits of this course are:

 

  • You produce more accurate estimates in less time
  • You're more marketable & hireable in a super competitive market
  • You'll have fewer mistakes & kickbacks on your estimates
  • You'll experience quicker cycle time on estimate completion
  • You'll learn to confidently scope on-site

 

It's immersive.   And it's intensive because you gain more hands-on training & experience using the methods & techniques you use in the actual job

 

There's tons of competition in this industry.  And claims loads can be brutal, making the turnover rate for the average adjuster high

 

So don't be average!  Excel despite the challenges & competition and make this an extremely lucrative career for you by making the decision to invest in yourself and train, train, train

 

 

 

You will learn how to:

  • Understand & identify methods and materials identification for drywall, paint, flooring, finished carpentry, cabinetry, exterior & roofing repairs
  • Develop & practice intermediate Xactimate skills for increased proficiency & producing accurate repair estimates
  • Understand how to apply industry, regulatory & carrier scoping standards to repair estimates
  • Identify interior & exterior construction material grades & quality
  • Sketch complex diagrams for interior, exterior, & roof 
  • Learn to efficiently & effectively complete scope and estimate on-site (at the insured's residence)

Students must have completed CATI's Adjusting 101 and Xactimate 28 courses (or comparable) or have some field experience.  Understanding standard Xactimate functions and the scoping process is critical to a positive and successful experience in Advanced Scoping.

 

Additionally, use of a computer is an essential part of the work of an adjuster.  You must have a working computer and be able to perform the following functions before coming to class:

 

  • Log in, send/receive email from your personal/business account
  • Attach files to email
  • Create folders to save files/images on your desktop
  • Upload photos from your camera to a folder on your desktop

 

If you're unsure of your prerequisite training/experience, call 877-341-4900 ext. 1008 and we'll discuss your best option.

 

**Xactimate 28 must be DOWNLOADED, INSTALLED and FUNCTIONAL on your computer prior to class.

 

Download the free 30-day demo version at www.Xactware.comPlease be sure to contact Xactware Support and request Xactimate 28 to ensure you have the correct program for class.

CATI provides all instructional materials for Adjusting 101 course either online or via a USB drive

In addition, you will need to bring the following:

 

  • Notebook, pen/pencil, highlighter (if you like)
  • Calculator
  • Graph paper & clipboard
  • Digital camera w/ memory card/cable to upload to your computer (your smartphone is fine IF you're experienced w/ uploading photos to your computer from it) 
  • Tape measure (at least 30ft)
  • Laser measure (optional)
  • Good rubber soled shoes or boots for walking on roof
  • Laptop computer able to run MS Excel or Google Sheets
  • Tool belt or pouch to keep hands free while scoping

Joe S, Independent Adjuster

Came in knowing NOTHING about adjusting or Xactimate and felt that I had a pretty good grasp on things at the end.  Jorge was GREAT!!!

 

Vince C, Staff Field Adjuster

LW & Jorge were very helpful throughout the class.  They made the class informative and enjoyable.  I would highly recommend them and this class.  After completing this course, I believe I am ready for field work.  

 

Tanya B, Staff Inside Adjuster

I feel so much more comfortable about handling desk claims now!!!

 

Rob C, Staff Field Adjuster

Jorge & LW were very dedicated to making sure everyone in class understood each area we were learning and how to apply it to our estimates.  

 

Troy H, Independent Adjuster

I aill be writing multiple referrals for CATI/US Adjusting on social media sites for fellow colleagues and friends interested in pursuing a career in the Cat Adjusters field.  Thank you Tim K. for your patience, taking a passionate approach to our education and going the extra mile!  Onto Xactimate!

 

Tim P, Independent Adjuster

This is the best course I have ever taken as an adult.  This course from beginning to end could not have been better.  I'm very thankful to have taken this class and look forward to future classes.  

 

Rod Q, Independent Adjuster

Thank you for the time you took with all of us.  So mych to CATI!  You taught us the way to make it manageable and to make us effective.  Thanks for everything!

 

Katrina M, Staff Inside Adjuster

They (Jorge & LW) were both fantastic and made the material as interesting as they possibly could which aided in the gaining of knowledge.  

 

Anonymous, Independent Adjuster

This course transformed students who never held a tame measure into very proficient property adjusters.  Great class content and training mock-ups. 

 

Sarah M, Staff Field Adjuster

LW & Jorge have teacher's hearts.  Their passion is to make adjusters better and it shows.  It was a privilege to be a part of their class.  Great job and it was a great experience.

 

Tina K, Staff Inside Adjuster

I purposefully marked everything EXCEPTIONAL!  This was first class training with first class instructors who truly know what they are teaching and are happy to share their knowledge with others.  All new adjusters need this class!

 

Jimmy P, Staff Inside Adjuster

Thank you both for sharing your knowledge with us, and being patient with us as we were learning.  This week of scoping with you guys has taken my confidence from a 3 to about a 7.  I still have lots of room for learning and improvements along the way, but this course was extremely helpful.

 

Stacey S, Independent Adjuster

As a new adjuster the main takeaway I wanted from this class was to be much more confident in accepting a future deployment as a result of being much more confident in my Xactimate abilities.  Jorge & LW gave me exactly that.

 

Ben M, Independent Adjuster

LW & Jorge: Thank you for your help.  You're both awesome and it was a pleasure getting to know you.  I wouldn't even consider looking elsewhere for my future training. 

 

 

 

9
Inside Examiner – Golden Bear Insurance
Expires After: Does not Expire

This carrier-specific course is by invitation only to Golden Bear Personnel.

10
Adjusting 101 (Nov 4-8, 2019)
Expires After: Does not Expire

 

The foundational course for the new adjuster who wants to prepare to hit the ground running!
Course is eligible for 1.5 ethics & 22.5 general CE hours for Texas adjuster licensees

So you probably already know that property adjusting is a field that's fairly easy to get into, but don't let that deceive you!   

 

If you want to make a long-term career in adjusting, you've got to invest in the knowledge & hands-on experience that will shape you into a successful property adjuster who works past the first few weeks of a big storm. 

 

CATI's training instructors are national professionals with more than 80+ years experience in every aspect of property adjusting, from classroom to CAT, and beyond. 

 

Adjusting 101 is for you if you're ready to receive training that will help you excel quickly as a property adjuster.  CATI's commitment is to train & equip you to honor your commitment to rise to the ranks of the best property adjusters in the field. 

 

This can happen quickly for you if you're ready to invest and come with an open mind to being trained by some of the best and most knowledgeable trainers in the industry.      

You will learn how to:

 

  • Understand the fundamentals of adjusting a loss
  • Develop skills to read & interpret a homeowner's policy
  • Communicate with customer, organize & setup scoping schedule, review loss notices
  • Identify basic interior & exterior construction materials
  • Identify aspects to interior damages of dwelling
  • Identify hail, wind, blistering, etc. damage to roofs
  • Inspect the loss, file documentation, close the claim
  • Measure accurately
  • Sketch diagrams for interior, exterior, & roof by hand
  • Calculate & apply depreciation
  • Write a complete estimate & statement of loss (SOL)
  • Complete a handwritten file from scratch to finish

There are no prerequisite courses needed to register for Adjusting 101.  However, use of a computer is an essential part of the work of an adjuster. 

 

It is essential that you have a working computer that can be operated on battery power for an hour or more AND that you are able to perform the following functions BEFORE coming to class:

 

  • Logging in, sending & receiving email from your personal or business account
  • Attaching files to email
  • Creating folders to save files & images on your desktop
  • Uploading photos from your camera to a folder on your desktop
  • Performing standard functions on an Excel or Google spreadsheet (such as a copying & pasting, saving the sheet under a new name, entering basic formulas, etc.)
  • Creating documents in Word or Google Docs (including inserting photos into a document)

 

*Please note: Hands-on Xactimate 28 training is provided in a separate course and is NOT part of Adjusting 101.

CATI provides all instructional materials for Adjusting 101 course either online or via a USB drive

In addition, you will need to bring the following:

 

  • Notebook, pen/pencil, highlighter (if you like)
  • Calculator
  • Graph paper & clipboard
  • Digital camera w/ memory card/cable to upload to your computer (your smartphone is fine IF you're experienced w/ uploading photos to your computer from it) 
  • Tape measure (at least 30ft)
  • Laser measure (optional)
  • Good rubber soled shoes or boots for walking on roof
  • Laptop computer able to run MS Excel or Google Sheets
  • Tool belt or pouch to keep hands free while scoping

Classes are held from 8:00 am to 5:00 pm each day at our training facility in Irving, Texas:

 

3109 Skyway Circle North
Irving, TX 75038

 

 

Joe S, Independent Adjuster

Came in knowing NOTHING about adjusting or Xactimate and felt that I had a pretty good grasp on things at the end.  Jorge was GREAT!!!

 

Vince C, Staff Field Adjuster

LW & Jorge were very helpful throughout the class.  They made the class informative and enjoyable.  I would highly recommend them and this class.  After completing this course, I believe I am ready for field work.  

 

Tanya B, Staff Inside Adjuster

I feel so much more comfortable about handling desk claims now!!!

 

Rob C, Staff Field Adjuster

Jorge & LW were very dedicated to making sure everyone in class understood each area we were learning and how to apply it to our estimates.  

 

Troy H, Independent Adjuster

I aill be writing multiple referrals for CATI/US Adjusting on social media sites for fellow colleagues and friends interested in pursuing a career in the Cat Adjusters field.  Thank you Tim K. for your patience, taking a passionate approach to our education and going the extra mile!  Onto Xactimate!

 

Tim P, Independent Adjuster

This is the best course I have ever taken as an adult.  This course from beginning to end could not have been better.  I'm very thankful to have taken this class and look forward to future classes.  

 

Rod Q, Independent Adjuster

Thank you for the time you took with all of us.  So mych to CATI!  You taught us the way to make it manageable and to make us effective.  Thanks for everything!

 

Katrina M, Staff Inside Adjuster

They (Jorge & LW) were both fantastic and made the material as interesting as they possibly could which aided in the gaining of knowledge.  

 

Anonymous, Independent Adjuster

This course transformed students who never held a tame measure into very proficient property adjusters.  Great class content and training mock-ups. 

 

Sarah M, Staff Field Adjuster

LW & Jorge have teacher's hearts.  Their passion is to make adjusters better and it shows.  It was a privilege to be a part of their class.  Great job and it was a great experience.

 

Tina K, Staff Inside Adjuster

I purposefully marked everything EXCEPTIONAL!  This was first class training with first class instructors who truly know what they are teaching and are happy to share their knowledge with others.  All new adjusters need this class!

 

Jimmy P, Staff Inside Adjuster

Thank you both for sharing your knowledge with us, and being patient with us as we were learning.  This week of scoping with you guys has taken my confidence from a 3 to about a 7.  I still have lots of room for learning and improvements along the way, but this course was extremely helpful.

 

Stacey S, Independent Adjuster

As a new adjuster the main takeaway I wanted from this class was to be much more confident in accepting a future deployment as a result of being much more confident in my Xactimate abilities.  Jorge & LW gave me exactly that.

 

Ben M, Independent Adjuster

LW & Jorge: Thank you for your help.  You're both awesome and it was a pleasure getting to know you.  I wouldn't even consider looking elsewhere for my future training. 

 

 

11
Adjusting 101 (Sept 16-20, 2019)
Expires After: Does not Expire

 

The foundational course for the brand new adjuster who wants to prepare to hit the ground running!
Course is eligible for 1.5 ethics & 22.5 general CE hours for Texas adjuster licensees

So you probably already know that property adjusting is a field that's fairly easy to get into, but don't let that deceive you!   

 

If you want to make a long-term career in adjusting, you've got to invest in the knowledge & hands-on experience that will shape you into a successful property adjuster who works past the first few weeks of a big storm. 

 

CATI's training instructors are national professionals with more than 80+ years experience in every aspect of property adjusting, from classroom to CAT, and beyond. 

 

Adjusting 101 is for you if you're ready to receive training that will help you excel quickly as a property adjuster.  CATI's commitment is to train & equip you to honor your commitment to rise to the ranks of the best property adjusters in the field. 

 

This can happen quickly for you if you're ready to invest and come with an open mind to being trained by some of the best and most knowledgeable trainers in the industry.      

You will learn how to:

 

  • Understand the fundamentals of adjusting a loss
  • Develop skills to read & interpret a homeowner's policy
  • Communicate with customer, organize & setup scoping schedule, review loss notices
  • Identify basic interior & exterior construction materials
  • Identify aspects to interior damages of dwelling
  • Identify hail, wind, blistering, etc. damage to roofs
  • Inspect the loss, file documentation, close the claim
  • Measure accurately
  • Sketch diagrams for interior, exterior, & roof by hand
  • Calculate & apply depreciation
  • Write a complete estimate & statement of loss (SOL)
  • Complete a handwritten file from scratch to finish

There are no prerequisite courses needed to register for Adjusting 101.  However, use of a computer is an essential part of the work of an adjuster. 

 

It is essential that you have a working computer that can be operated on battery power for an hour or more AND that you are able to perform the following functions BEFORE coming to class:

 

  • Logging in, sending & receiving email from your personal or business account
  • Attaching files to email
  • Creating folders to save files & images on your desktop
  • Uploading photos from your camera to a folder on your desktop
  • Performing standard functions on an Excel or Google spreadsheet (such as a copying & pasting, saving the sheet under a new name, entering basic formulas, etc.)
  • Creating documents in Word or Google Docs (including inserting photos into a document)

 

*Please note: Hands-on Xactimate 28 training is provided in a separate course and is NOT part of Adjusting 101.

CATI provides all instructional materials for Adjusting 101 course either online or via a USB drive

In addition, you will need to bring the following:

 

  • Notebook, pen/pencil, highlighter (if you like)
  • Calculator
  • Graph paper & clipboard
  • Digital camera w/ memory card/cable to upload to your computer (your smartphone is fine IF you're experienced w/ uploading photos to your computer from it) 
  • Tape measure (at least 30ft)
  • Laser measure (optional)
  • Good rubber soled shoes or boots for walking on roof
  • Laptop computer able to run MS Excel or Google Sheets
  • Tool belt or pouch to keep hands free while scoping

Classes are held from 8:00 am to 5:00 pm each day at our training facility in Irving, Texas:

 

3109 Skyway Circle North
Irving, TX 75038

 

 

Joe S, Independent Adjuster

Came in knowing NOTHING about adjusting or Xactimate and felt that I had a pretty good grasp on things at the end.  Jorge was GREAT!!!

 

Vince C, Staff Field Adjuster

LW & Jorge were very helpful throughout the class.  They made the class informative and enjoyable.  I would highly recommend them and this class.  After completing this course, I believe I am ready for field work.  

 

Tanya B, Staff Inside Adjuster

I feel so much more comfortable about handling desk claims now!!!

 

Rob C, Staff Field Adjuster

Jorge & LW were very dedicated to making sure everyone in class understood each area we were learning and how to apply it to our estimates.  

 

Troy H, Independent Adjuster

I aill be writing multiple referrals for CATI/US Adjusting on social media sites for fellow colleagues and friends interested in pursuing a career in the Cat Adjusters field.  Thank you Tim K. for your patience, taking a passionate approach to our education and going the extra mile!  Onto Xactimate!

 

Tim P, Independent Adjuster

This is the best course I have ever taken as an adult.  This course from beginning to end could not have been better.  I'm very thankful to have taken this class and look forward to future classes.  

 

Rod Q, Independent Adjuster

Thank you for the time you took with all of us.  So mych to CATI!  You taught us the way to make it manageable and to make us effective.  Thanks for everything!

 

Katrina M, Staff Inside Adjuster

They (Jorge & LW) were both fantastic and made the material as interesting as they possibly could which aided in the gaining of knowledge.  

 

Anonymous, Independent Adjuster

This course transformed students who never held a tame measure into very proficient property adjusters.  Great class content and training mock-ups. 

 

Sarah M, Staff Field Adjuster

LW & Jorge have teacher's hearts.  Their passion is to make adjusters better and it shows.  It was a privilege to be a part of their class.  Great job and it was a great experience.

 

Tina K, Staff Inside Adjuster

I purposefully marked everything EXCEPTIONAL!  This was first class training with first class instructors who truly know what they are teaching and are happy to share their knowledge with others.  All new adjusters need this class!

 

Jimmy P, Staff Inside Adjuster

Thank you both for sharing your knowledge with us, and being patient with us as we were learning.  This week of scoping with you guys has taken my confidence from a 3 to about a 7.  I still have lots of room for learning and improvements along the way, but this course was extremely helpful.

 

Stacey S, Independent Adjuster

As a new adjuster the main takeaway I wanted from this class was to be much more confident in accepting a future deployment as a result of being much more confident in my Xactimate abilities.  Jorge & LW gave me exactly that.

 

Ben M, Independent Adjuster

LW & Jorge: Thank you for your help.  You're both awesome and it was a pleasure getting to know you.  I wouldn't even consider looking elsewhere for my future training. 

 

 

12
MS Plans Inside Examiner Certification (May 20-21, 2019)
Expires After: Does not Expire

Inside examiners wishing to handle claims for MS Plans (Mississippi Windstorm Underwriting Association and Mississippi Residential Property Insurance Underwriting Association) must complete training and certification specific to MS Plans. First-time certification must be completed in-person and renewed annually either online or in-person.

Examiner certification is a two-day course which will include a one-day session covering policy review and scoping/estimating guidelines along with field adjusters followed by one day of additional training focused on claims management system and communications training with a 2-part knowledge and file review assessment at the conclusion.

Note: Adjusters wishing to handle field claims only should register for the one-day Field Certification instead (do not register for both unless you wish to certify for both). Click here to register for the Field Certification.

Course Time: 8:00 am to 5:00 pm
Location: CATI Training Facility at 3109 Skyway Circle North, Irving, TX

Prerequisite

Adjusters must be on the U.S. Adjusting roster and have active, verifiable property claim handling experience for a minimum of two years. Adjusters without the requisite experience may request a waiver of the requirement from their manager. If you are not currently on the U.S. Adjusting Services roster, click here to apply.

 

What you will need to bring:

Course materials will be provided electronically. Please bring a laptop computer capable of connecting to the Internet.

 

Dress Code

Please adhere to a Business Casual dress code as you would on assignment, meaning we ask that you wear slacks (no jeans or shorts) and a collared shirt (ie, no t-shirts).

 

13
MS Plans Field Certification (May 20, 2019)
Expires After: Does not Expire

Adjusters wishing to handle field claims for MS Plans (Mississippi Windstorm Underwriting Association and Mississippi Residential Property Insurance Underwriting Association) must complete training and certification specific to MS Plans. Certification is good for one year. First-time certification must be completed in-person and may be renewed annually either online or in-person. 

Field adjuster certification is a one-day session which will include policy review and estimating guidelines with a final 2-part knowledge and estimatics assessment.

Note: Adjusters wishing to handle claims as an inside claim examiner should register for the two-day Examiner Certification instead, which includes the one-day certification completed by field adjusters (do not register for both unless you wish to be certified for both) plus one additional day focused on correspondence and file review training. Click here to register for the Examiner Certification.

Course Time: 8:00 am to 5:00 pm
Course Location: Catastrophe Adjuster Training Institute – 3109 Skyway Circle North, Irving, TX

 

Prerequisites:

Adjusters must be on the roster for U.S. Adjusting Services or one of our partner firms, or and have active, verifiable property claim handling experience for a minimum of two years. Adjusters without the requisite experience may request a waiver of the requirement from their manager. If you are not currently on the U.S. Adjusting Services roster, click here to apply.

Additionally, proficiency with Xactimate is required for field adjusters. If you have not yet reached a level of proficiency with Xactimate we recommend taking our Xactimate 28 course first and certifying at a later date.

What you will need to bring:

Course materials will be provided electronically. Please bring a laptop computer capable of connecting to the Internet and a notepad for taking notes.

**Xactimate 28 must be downloaded, installed and functional on your computer prior to class. You will need Xactimate 28 to complete the certification assessment and Xactimate support will not be provided so you must be up and running when you arrive.

Dress Code:

Please adhere to a Business Casual dress code as you would on assignment, meaning we ask that you wear slacks (no jeans or shorts) and a collared shirt (ie, no t-shirts).

14
Texas All-Lines Adjuster Pre-Licensing (August 5-8, 2019)
Expires After: Does not Expire

 

The 4-day course that prepares you to take & pass the Texas All-Lines Adjuster Pre-License Exam

You've heard stories about the money adjusters can make and the lives they're able to touch.  Or maybe you've gotten some storm experience already under an emergency license. 

 

Whatever's exposed you to the opportunity, you've identified being an independent adjuster as a profession that sounds like a great fit for you!

 

Now all you need to do is prepare for and pass the Texas All-Lines Adjuster examination. 

 

If you're the type of person who isn't excited about hiking up the mountain of a two hundred page manual full of insurance concepts, policies, and scenarios with nothing but a highlighter as your guide...

 

You're in the right place

 

After all, it is a state licensing examThey're designed to be tricky... but our CATI pass rate is 99.9%!!!  

 

Our 4-day state certified course is for you if you learn better in a live, fun, interactive group learning environment led by an experienced licensed educator. We cover all the requirements set forth by the Texas Department of Insurance. 

 

That means you become a licensed independent adjuster in days rather than having to figure out what to study alone...

 

Or worse, looking up to discover you've put it off for weeks, months, or even years!

You will learn Texas Statutes & Rules pertaining to
     
  • Licensing requirements
  • Marketing practices
  • Adjuster practices & responsibilities
  • Worker's Compensation
  • Insurance terms & concepts

 

And General Policy Structures pertaining to:  
  • Personal Lines Coverage
  • Personal Auto Policy
  • Standard Fire Policy
  • Homeowner's Coverage
  • Inland & Ocean Marine
  • Bonds
  • Commercial General Liability
  • Commercial Property
  • Additional Coverages
  • Insurance terms & concepts
  •  

There are no prerequisite courses for the Texas All-Lines Adjuster course. 

CATI provides all instructional materials for the Texas All-Lines Adjuster course

 

In addition, you will need to bring:

  • Notebook, pen/pencil, highlighter
  • Exam must be taken in ink
  • Calculator (smartphone calculators are not allowed)
  • And your "ready to be licensed" self!

TX offers resident and non-resident licenses:

 

  • If you are a resident of the state, you must test/pass TX state exam to obtain a TX license. 
  •  
  • If you are a resident of a state that requires an adjuster license, and is reciprocal with TX, you must acquire your home state license first AND THEN apply for a non-resident TX license to work claims for TX storm events (TX state exam not required).
  •  
  • If you are a resident of a state that requires an adjuster license, and is NOT reciprocal with TX, you must acquire your home state license first AND THEN test/pass the TX state exam to apply for a non-resident TX license to work claims for TX storm events (TX state exam IS required).
  •  
  • If you are a resident of a state that does not require an adjuster license, you may test/pass TX state exam to appoint TX as your designated home state license.

15
Texas All-Lines Adjuster Pre-Licensing (AAA Greensburg PA)
Expires After: Does not Expire

A 4-day course to prepare you to take our state-approved Texas All-Lines Adjuster pre-license exam.

*Private carrier class by invitation only.

This 4-day certified course covers all the requirements set forth by the Texas Department of Insurance to obtain your Texas All-Lines Adjuster License. Our classroom setting is in a live learning environment unparalleled by any other education and training institution. Each participant will have the opportunity to pass the license exam administered in-house at our facility.

You can expect to learn:

  • Requirements of Licensing
  • Marketing Practices
  • Adjuster Practices, Responsibilities, and Duties
  • Workers’ Compensation
  • Standard Fire Policy
  • Personal Auto Policy
  • Personal Lines Coverage
  • Commercial Lines Coverage
  • Inland Marine
  • Bonds
  • Insurance Terms and Related Concepts

What you will need to bring:

  • Calculator
  • Pen, pencil & highlighter if you like
  • Notebook

Dress Code:

We do ask that you adhere to a business casual dress code, meaning collared shirts (polo or button down) and no jeans or shorts.

*Pre-license students are permitted to re-take the examination one time without repeating the course. Re-takes are scheduled at 8:00 am on Friday morning of the class week. We recommend students keep their schedules flexible for Friday, just in case.

16
MS Plans Field Certification (April 17, Jackson MS)
Expires After: Does not Expire

*Registration for this session has now ended. Additional sessions will be scheduled for our Irving, TX, training facility. If you are interested in the Irving training, please add your email to the waiting list to be notified when available.

Course Time: 8:00 am to 5:00 pm
Location: Jackson, MS (venue to be announced)

//

Adjusters wishing to handle field claims for MS Plans (Mississippi Windstorm Underwriting Association and Mississippi Residential Property Insurance Underwriting Association) must complete training and certification specific to MS Plans. Certification is good for one year. First-time certification must be completed in-person and may be renewed annually either online or in-person. 

Field adjuster certification is a one-day session which will include policy review and estimating guidelines with a final 2-part knowledge and estimatics assessment.

Prerequisites:

Adjusters must be on the roster for U.S. Adjusting Services or one of our partner firms, or and have active, verifiable property claim handling experience for a minimum of two years. Adjusters without the requisite experience may request a waiver of the requirement from their manager. If you are not currently on the U.S. Adjusting Services roster, click here to apply.

Additionally, proficiency with Xactimate is required for field adjusters. If you have not yet reached a level of proficiency with Xactimate we recommend taking our Xactimate 28 course first and certifying at a later date.

What you will need to bring:

Course materials will be provided electronically. Please bring a laptop computer capable of connecting to the Internet.

**Xactimate 28 must be downloaded, installed and functional on your computer prior to class. If you do not have an active license you can download a free 30-day demo version at www.Xactware.com. Please review the system requirements at Xactware.com and ensure your equipment is compatible.

You will need Xactimate 28 to complete the certification assessment and Xactimate support will not be provided so you must be up and running when you arrive.

Dress Code:

Please adhere to a Business Casual dress code as you would on assignment, meaning we ask that you wear slacks (no jeans or shorts) and a collared shirt (ie, no t-shirts).

17
2019 TWIA/TFPA Hurricane Preparedness Adjuster Conference
Expires After: Does not Expire

The 2019 TWIA/TFPA Hurricane Preparedness Adjuster Conference is June 20-21, 2019 and will be held at the Omni Austin Southpark.

The fee to attend the Conference is $50.00 plus a $5.00 handling fee per person. Fees are non-refundable.

Lunch will be provided on Thursday, June 20, 2019.

Limited seats are allocated to each firm, so this event will sell out quickly. Once all U.S. Adjusting Services seats are sold, please add your email to the waiting list on the checkout page. (You will need to create an account here on the CATI site in order to do so.) Any additional open seats will be made available on a first come-first served basis from the waiting list.

Discounted rates are available at the conference hotel. The deadline to make hotel reservations and receive the negotiated rates, starting at $129.00 per night, is May 20, 2019 (see hotel link below).

OMNI AUSTIN HOTEL AT SOUTHPARK
4140 Governors Row
Austin , Texas 78744

Please contact Leeann Helmcamp at U.S. Adjusting Services with any questions regarding this event.

18
MS Plans Inside Examiner Certification
Expires After: Does not Expire

Add your name to the waiting list for upcoming sessions. Click “Take this Course” for more information.

Inside examiners wishing to handle claims for MS Plans (Mississippi Windstorm Underwriting Association and Mississippi Residential Property Insurance Underwriting Association) must complete training and certification specific to MS Plans. First-time certification must be completed in-person and renewed annually either online or in-person.

Examiner certification is a three-day course which will include a one-day session covering policy review and scoping/estimating guidelines along with field adjusters followed by two days of additional training focused on claims management system and communications training with an assessment at the conclusion.

Note: Adjusters wishing to handle field claims only should register for the one-day Field Certification instead (do not register for both). Click here to register for the Field Certification.

 

Prerequisite

Adjusters must be on the U.S. Adjusting roster and have active, verifiable property claim handling experience for a minimum of two years. Adjusters without the requisite experience may request a waiver of the requirement from their manager. If you are not currently on the U.S. Adjusting Services roster, click here to apply.

 

What you will need to bring:

Course materials will be provided electronically. Please bring a laptop computer capable of connecting to the Internet.

 

Dress Code

Please adhere to a Business Casual dress code as you would on assignment, meaning we ask that you wear slacks (no jeans or shorts) and a collared shirt (ie, no t-shirts).

 

Course Time: 8:00 am to 5:00 pm

Location: CATI Training Facility at 3109 Skyway Circle North, Irving, TX

19
MS Plans Field Certification
Expires After: Does not Expire

Add your name to the waiting list for upcoming sessions. Click “Take this Course” for more information.

Adjusters wishing to handle field claims for MS Plans (Mississippi Windstorm Underwriting Association and Mississippi Residential Property Insurance Underwriting Association) must complete training and certification specific to MS Plans. First-time certification must be completed in-person and renewed annually either online or in-person.

Field adjuster certification is a one-day session which will include policy review and scoping/estimating guidelines with a final assessment.

Note: Adjusters wishing to handle claims as an inside claim examiners should register for the three-day Examiner Certification instead, which includes the one-day certification completed by field adjusters (do not register for both) plus two additional days focused on claims management system and communications training. Click here to register for the Examiner Certification.

 

Prerequisite

Adjusters must be on the U.S. Adjusting roster and have active, verifiable property claim handling experience for a minimum of two years. Adjusters without the requisite experience may request a waiver of the requirement from their manager. If you are not currently on the U.S. Adjusting Services roster, click here apply.

Additionally, profiency with Xactimate is required for field adjusters. If you have not yet reached a level of profiency with Xactimate we recommend taking our Xactimate 28 course first and certifying at a later date.

 

What you will need to bring:

Course materials will be provided electronically. Please bring a laptop computer capable of connecting to the Internet.

**Xactimate 28 must be downloaded, installed and functional on your computer prior to class. If you do not have an active license you can download a free 30-day demo version at www.Xactware.com. Please review the system requirements at Xactware.com and ensure your equipment is compatible.

You will need Xactimate 28 to complete the certification assessment and Xactimate support will not be provided so you must be up and running when you arrive.

 

Dress Code

Please adhere to a Business Casual dress code as you would on assignment, meaning we ask that you wear slacks (no jeans or shorts) and a collared shirt (ie, no t-shirts).

 

Course Time: 8:00 am to 5:00 pm

Location: CATI Training Facility at 3109 Skyway Circle North, Irving, TX

20
Texas All-Lines Adjuster Pre-Licensing (January 28-31, 2019)
Expires After: Does not Expire


 

Obtain Your Texas All-Lines Adjuster License in 4 Days!

It’s easy to sign up for a state licensing exam with the intention of knocking it out sooner than later. 

But let’s face it, life happens and tests like the Texas All-Lines Adjuster examination can be boring and super hard to prepare for on your own.

CATI’s 4-day state certified Texas All-Lines Adjuster course & examination takes place in a live, fun, interactive learning environment led by an experienced licensed educator.  We cover all the requirements set forth by the Texas Department of Insurance so you obtain your Texas All-Lines Adjuster License in days rather than having to figure out what to study alone.

 

You've heard stories about the money adjusters can make and the lives they're able to touch.  Or maybe you've gotten some storm experience already under an emergency license. 

 

Whatever's exposed you to the opportunity, you've identified being an independent adjuster as a profession that sounds like a great fit for you!

 

Now all you need to do is prepare for and pass the Texas All-Lines Adjuster examination. 

 

If you're the type of person who isn't excited about hiking up the mountain of a two hundred page manual full of insurance concepts, policies, and scenarios with nothing but a highlighter as your guide...

 

You're in the right place

 

After all, it is a state licensing examThey're designed to be tricky... but our CATI pass rate is 99.9%!!!  

 

Our 4-day state certified course is for you if you learn better in a live, fun, interactive group learning environment led by an experienced licensed educator. We cover all the requirements set forth by the Texas Department of Insurance. 

 

That means you become a licensed independent adjuster in days rather than having to figure out what to study alone...

 

Or worse, looking up to discover you've put it off for weeks, months, or even years!

You will learn Texas Statutes & Rules pertaining to
     
  • Licensing requirements
  • Marketing practices
  • Adjuster practices & responsibilities
  • Worker's Compensation
  • Insurance terms & concepts

 

And General Policy Structures pertaining to:  
  • Personal Lines Coverage
  • Personal Auto Policy
  • Standard Fire Policy
  • Homeowner's Coverage
  • Inland & Ocean Marine
  • Bonds
  • Commercial General Liability
  • Commercial Property
  • Additional Coverages
  • Insurance terms & concepts
  •  

There are no prerequisite courses for the Texas All-Lines Adjuster course. 

CATI provides all instructional materials for the Texas All-Lines Adjuster course

 

In addition, you will need to bring:

  • Notebook, pen/pencil, highlighter
  • Exam must be taken in ink
  • Calculator (smartphone calculators are not allowed)
  • And your "ready to be licensed" self!

TX offers resident and non-resident licenses:

 

  • If you are a resident of the state, you must test/pass TX state exam to obtain a TX license. 
  •  
  • If you are a resident of a state that requires an adjuster license, and is reciprocal with TX, you must acquire your home state license first AND THEN apply for a non-resident TX license to work claims for TX storm events (TX state exam not required).
  •  
  • If you are a resident of a state that requires an adjuster license, and is NOT reciprocal with TX, you must acquire your home state license first AND THEN test/pass the TX state exam to apply for a non-resident TX license to work claims for TX storm events (TX state exam IS required).
  •  
  • If you are a resident of a state that does not require an adjuster license, you may test/pass TX state exam to appoint TX as your designated home state license.

21
Texas All-Lines Adjuster Pre-Licensing (April 8-12, 2019)
Expires After: Does not Expire

A 4-day course to prepare you to take our state-approved Texas All-Lines Adjuster Pre-License Exam.

Course Dates: April 14, 2019*

This 4-day certified course covers all the requirements set forth by the Texas Department of Insurance to obtain your Texas All-Lines Adjuster License. Our classroom setting is in a live learning environment unparalleled by any other education and training institution. Each participant will have the opportunity to pass the license exam administered in-house at our facility.

You can expect to learn:

  • Requirements of Licensing
  • Marketing Practices
  • Adjuster Practices, Responsibilities, and Duties
  • Workers’ Compensation
  • Standard Fire Policy
  • Personal Auto Policy
  • Personal Lines Coverage
  • Commercial Lines Coverage
  • Inland Marine
  • Bonds
  • Insurance Terms and Related Concepts

What you will need to bring:

  • Calculator
  • Pen, pencil & highlighter if you like
  • Notebook

Dress Code:

We do ask that you adhere to a business casual dress code, meaning collared shirts (polo or button down) and no jeans or shorts.

*Pre-license students are permitted to re-take the examination one time without repeating the course. Re-takes are scheduled at 8:00 am on Friday morning of the class week. We recommend students keep their schedules flexible for Friday, just in case.

22
Adjusting 101 (July 15-19, 2019)
Expires After: Does not Expire

 

The foundational course for the brand new adjuster ready to prepare to hit the ground running!
Course eligible for 1.5 ethics & 22.5 general CE hours for Texas adjuster licensees

So you probably already know that property adjusting is a field that's fairly easy to get into, but don't let that deceive you!   

 

If you want to make a long-term career in adjusting, you've got to invest in the knowledge & hands-on experience that will shape you into a successful property adjuster who works past the first few weeks of a big storm. 

 

CATI's training instructors are national professionals with more than 80+ years experience in every aspect of property adjusting, from classroom to CAT, and beyond. 

 

Adjusting 101 is for you if you're ready to receive training that will help you excel quickly as a property adjuster.  CATI's commitment is to train & equip you to honor your commitment to rise to the ranks of the best property adjusters in the field. 

 

This can happen quickly for you if you're ready to invest and come with an open mind to being trained by some of the best and most knowledgeable trainers in the industry.      

You will learn how to:

 

  • Understand the fundamentals of adjusting a loss
  • Develop skills to read & interpret a homeowner's policy
  • Communicate with customer, organize & setup scoping schedule, review loss notices
  • Identify basic interior & exterior construction materials
  • Identify aspects to interior damages of dwelling
  • Identify hail, wind, blistering, etc. damage to roofs
  • Inspect the loss, file documentation, close the claim
  • Measure accurately
  • Sketch diagrams for interior, exterior, & roof by hand
  • Calculate & apply depreciation
  • Write a complete estimate & statement of loss (SOL)
  • Complete a handwritten file from scratch to finish

There are no prerequisite courses needed to register for Adjusting 101.  However, use of a computer is an essential part of the work of an adjuster. 

 

It is essential that you have a working computer that can be operated on battery power for an hour or more AND that you are able to perform the following functions BEFORE coming to class:

 

  • Logging in, sending & receiving email from your personal or business account
  • Attaching files to email
  • Creating folders to save files & images on your desktop
  • Uploading photos from your camera to a folder on your desktop
  • Performing standard functions on an Excel or Google spreadsheet (such as a copying & pasting, saving the sheet under a new name, entering basic formulas, etc.)
  • Creating documents in Word or Google Docs (including inserting photos into a document)

 

*Please note: Hands-on Xactimate 28 training is provided in a separate course and is NOT part of Adjusting 101.

CATI provides all instructional materials for Adjusting 101 course either online or via a USB drive

In addition, you will need to bring the following:

 

  • Notebook, pen/pencil, highlighter (if you like)
  • Calculator
  • Graph paper & clipboard
  • Digital camera w/ memory card/cable to upload to your computer (your smartphone is fine IF you're experienced w/ uploading photos to your computer from it) 
  • Tape measure (at least 30ft)
  • Laser measure (optional)
  • Good rubber soled shoes or boots for walking on roof
  • Laptop computer able to run MS Excel or Google Sheets
  • Tool belt or pouch to keep hands free while scoping

Classes are held from 8:00 am to 5:00 pm each day at our training facility in Irving, Texas:

 

3109 Skyway Circle North
Irving, TX 75038

 

 

Joe S, Independent Adjuster

Came in knowing NOTHING about adjusting or Xactimate and felt that I had a pretty good grasp on things at the end.  Jorge was GREAT!!!

 

Vince C, Staff Field Adjuster

LW & Jorge were very helpful throughout the class.  They made the class informative and enjoyable.  I would highly recommend them and this class.  After completing this course, I believe I am ready for field work.  

 

Tanya B, Staff Inside Adjuster

I feel so much more comfortable about handling desk claims now!!!

 

Rob C, Staff Field Adjuster

Jorge & LW were very dedicated to making sure everyone in class understood each area we were learning and how to apply it to our estimates.  

 

Troy H, Independent Adjuster

I aill be writing multiple referrals for CATI/US Adjusting on social media sites for fellow colleagues and friends interested in pursuing a career in the Cat Adjusters field.  Thank you Tim K. for your patience, taking a passionate approach to our education and going the extra mile!  Onto Xactimate!

 

Tim P, Independent Adjuster

This is the best course I have ever taken as an adult.  This course from beginning to end could not have been better.  I'm very thankful to have taken this class and look forward to future classes.  

 

Rod Q, Independent Adjuster

Thank you for the time you took with all of us.  So mych to CATI!  You taught us the way to make it manageable and to make us effective.  Thanks for everything!

 

Katrina M, Staff Inside Adjuster

They (Jorge & LW) were both fantastic and made the material as interesting as they possibly could which aided in the gaining of knowledge.  

 

Anonymous, Independent Adjuster

This course transformed students who never held a tame measure into very proficient property adjusters.  Great class content and training mock-ups. 

 

Sarah M, Staff Field Adjuster

LW & Jorge have teacher's hearts.  Their passion is to make adjusters better and it shows.  It was a privilege to be a part of their class.  Great job and it was a great experience.

 

Tina K, Staff Inside Adjuster

I purposefully marked everything EXCEPTIONAL!  This was first class training with first class instructors who truly know what they are teaching and are happy to share their knowledge with others.  All new adjusters need this class!

 

Jimmy P, Staff Inside Adjuster

Thank you both for sharing your knowledge with us, and being patient with us as we were learning.  This week of scoping with you guys has taken my confidence from a 3 to about a 7.  I still have lots of room for learning and improvements along the way, but this course was extremely helpful.

 

Stacey S, Independent Adjuster

As a new adjuster the main takeaway I wanted from this class was to be much more confident in accepting a future deployment as a result of being much more confident in my Xactimate abilities.  Jorge & LW gave me exactly that.

 

Ben M, Independent Adjuster

LW & Jorge: Thank you for your help.  You're both awesome and it was a pleasure getting to know you.  I wouldn't even consider looking elsewhere for my future training. 

 

 

 

23
Advanced Scoping – Germania Insurance
Expires After: Does not Expire

PRIVATE CARRIER COURSE BY INVITATION ONLY

This 5-day course has been custom-tailored to the property adjuster with some field or desk adjusting experience or who has not had prior experience but has completed basic Xactimate training previously. In an intensive hands-on environment, students will learn residential construction methods and materials identification and spend significant time in our training facility mockups identifying damages and materials and completing “live” claim scenarios with a focus on skills and efficiencies needed to complete accurate scopes and estimates in compliance with industry standards and regulatory requirements.

Upon completion of the course, the participant will:

  • Understand and be able to identify methods and materials identification for drywall, paint, flooring, finished carpentry, cabinetry, exterior and roofing repairs
  • Develop and practice intermediate Xactimate skills for increased proficiency and producing accurate repair estimates
  • Understand how to apply industry, regulatory and carrier scoping standards to repair estimates
  • Learn and practice efficient completion of scope and estimate on-site at the insured’s residence

24
California Fair Claims Settlement Practices (Online Only)
Expires After: 11 Month(s) 29 Day(s)

Individuals involved in handling claims in California are required to complete training on the fair claims settlement practices regulations or submit a sworn statement attesting to having read and understood the regulations by September 1 each year, and have a copy with them at all times when handling California claims.

This brief training highlights the most pertinent provisions in the regulations and provides a copy of Title 10, Chapter 5, Subchapter 7.5 Section 2695.

Upon successful completion of all of the training modules, return to this page to print, sign and date your certificate and retain for your records.

Please review the following to assist with your navigation through the student portal and important information before printing your certificate.

Getting Started at CATI
Downloading Course Certificates

25
2019-2020 TWIA/TFPA Adjuster Certification Access
Expires After: Does not Expire

Obtain the necessary credentials to access TWIA/TFPA’s adjuster certification for the 2019-2020 season.

TWIA/TFPA requires that all adjusters, prior to receipt of any claims, complete the TWIA/TFPA Certification via the Portal.  This Certification is renewed on an annual basis and is administered and updated exclusively by TWIA/TFPA.  The purchase of this product only provides access to the adjuster to the TWIA/TFPA Adjuster Certification RMS for the limited time period defined herein as a current or potential adjuster for U.S. Adjusting Services. Purchase of access and completion of the Certification does not guarantee deployment or assignment of claims.

This course is only available to adjusters currently on the roster with U.S. Adjusting Services.  If you are not on the U.S. Adjusting Services roster and would like to be considered, please go to www.usadj.net and click on the Adjusters link.

Within 3-5 business days of your confirmed purchase, you will receive an email with user credentials enabling you to log in to the TWIA Adjuster Certification Portal.  This access and certification is only available for adjusters currently providing or seeking to provide adjusting services for TWIA though U.S. Adjusting Services. Please note this program is administered and managed through our claims operations team, not CATI. Please contact Leeann Helmcamp with any questions regarding your access to the TWIA Portal.

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