If you are a new adjuster looking to work claims from the desk, an adjuster looking to transition from the field to the desk, or an experienced desk adjuster looking to increase your efficiency and get more work, then you’re in the right place! CATI’s Desk Adjuster Essentials courses will help you leverage your skills and knowledge to manage a desk and bulging claim inventory from start to finish.
This program includes two courses—Desk Examiner Essentials and Desk Estimator Essentials—which can be taken individually or as a package, depending on your skills and interests. We highly recommend Desk Examiner Essentials for any property adjuster, inside or out, because of the fundamental claim processes it covers. And we recommend Desk Estimator Essentials for anyone interested in learning to write estimates remotely.
There’s a sea of adjusters wanting that next deployment. Set yourself apart as a distinguished CATI Certified Adjuster. Potential employers and operations managers will know at a glance that you’ve completed our rigorous training and assessment.
CATI Certified Adjuster — Desk Examiner Essentials and Desk Estimator Essentials are certification assessments at the close of each of our Desk Adjuster classes. Succeed in the assessment and earn the a digital badge that you can display proudly to showcase your professional achievement. Adjusters who complete both the Desk Examiner and Desk Estimator certifications will also earn the CATI Certified Desk Adjuster credential automatically.
Desk examiners carry a claim file for its entire life cycle, working with the policyholder, contractor, field adjuster, agent, attorney, PA, and other parties to ensure superior customer satisfaction and that the insurance company pays what they owe (not a penny more or a penny less) on every single claim.
An effective desk examiner must have interpersonal savvy, the ability to read a policy, top-flight estimating skills, and the organizational prowess to keep a lot of plates spinning in the air.
In CATI’s Desk Examiner Essentials course, you’ll learn the key elements of the homeowners’ claim process from first notice of loss to closure of the claim, through engaging combination of facilitated instruction and practical application:
Desk estimators, also known as virtual estimators or virtual adjusters, need proven skills in communication, construction, and estimating to succeed. You’ll be gathering loss details from the policyholder over the phone and through digital scoping tools and writing your estimate from the desk without having seen the property in person.
More than an entry-level position, desk estimators require estimating experience and a solid understanding of the scoping process to get the job done right.
In CATI’s Desk Estimator Essentials course, you’ll learn how to gather the loss information you need without an inspection. Then, you’ll get plenty of hands-on practice writing estimates virtually with real-time feedback from the instructors to master the process.
CLASS TIME: 2 DAYS
CLASS LEVEL: INTRODUCTORY – INTERMEDIATE
LOCATION: VARIES – SEE COURSE DATE
CLASS SIZE: 20-50 PARTICIPANTS DEPENDING ON VENUE & FORMAT
CE HOURS: 12 GENERAL TX HOURS
PRICE: $399
CLASS TIME: 3 DAYS
CLASS LEVEL: INTERMEDIATE
LOCATION: VARIES – SEE COURSE DATE
CLASS SIZE: 6-20 PARTICIPANTS, DEPENDING ON VENUE & FORMAT
CE HOURS: 18 GENERAL TX HOURS
PRICE: $499
Desk Examiner Essentials is intended for emerging adjusters with little to no experience or experienced adjusters looking to transition to a desk examiner role.
New adjusters planning to work in the field will benefit from the deep dive into the overall claim process in this class.
Experienced desk adjusters and file reviewers will also benefit from the opportunity to leverage their existing skills to greater success in their roles.
There are no specific course pre-requisites to enroll in Desk Examiner Essentials. However, in order to enable us to use our in-person class time to its fullest potential, when you register you will be automatically enrolled in the following on-demand pre-work courses that must be complete before you will be permitted to attend Desk Examiner Essentials. The price of these courses is included in the Desk Examiner Essentials enrollment fee.
These courses will take 10-12 hours to complete and the training will be the foundation for your in-person class. Please do not wait until the night before class and rush through this important material.
If your pre-work is not complete, you will not be admitted to class. No refunds will be issued if you are denied entry for this reason.
This course is developed with the objective of training adjusters who are ready for to be deployed.
Please note that deployment is dependent on a variety of factors and completing this training does not guarantee placement on a deployment with Eberl. Please note that adjusters are subject to a background check prior to deployment and a prohibitive finding on your report may result in disqualification from future opportunities.
CATI will provide all of the instructional material you need for this class. For Virtual Campus sessions, your material can be downloaded from the Resources tab in your course in the Learning Center. You may wish to print the material before class.
You should bring:
The Desk Examiner Essentials certification exam will be completed on your own after class and requires access to a computer and the internet. Your exam is open book/open notes and must be complete within 48 hours of the end of class.
CATI Dallas Campus
2025 Royal Lane, Suite 394
Dallas, TX 75229
CATI Clearwater Campus
430 Park Place Blvd, Suite 100
Clearwater, FL 33759
Virtual classes are held via Zoom. You will receive meeting login details after enrollment.
Yes, select sessions of this class are held via Zoom in our Virtual Campus. Please see Virtual Campus dates above.
Check your enrollment carefully to ensure you enroll for the correct session as sessions in different locations/formats are not held at the same time.
Desk Examiner Essentials is approved for 12 Texas adjuster CE hours.
CATI Certified Adjuster: Desk Examiner Essentials is a credential conferred on individuals who complete the Desk Examiner Essentials course and pass an assessment at the close of class.
This certification can be included on your resume, adjuster profile, LinkedIn profile and anywhere else you promote your skills as an adjuster. CATI partners with Credly Acclaim to administer our digital credentials.
A certification from CATI tells potential employers that you have successfully completed Desk Examiner Essentials training at CATI and have demonstrated a high level of proficiency in the claim process from the desk.
Adjusters who earn both the Desk Examiner Essentials and the Desk Estimator Essentials badges will automatically be issued the CATI Certified Adjuster — Desk Adjuster badge.
This certification is a written exam completed online after completion of the CATI Certified Adjuster — Desk Examiner Essentials course. You must pass the exam with a score of 70% in order to receive the certification.
The exam will be completed on your own time and is due 48 hours following the conclusion of your class. The exam can be taken open book and open notes.
You must have a computer or mobile device and internet connection to complete the exam. We do not recommend using your smartphone for the exam.
Desk Estimator Essentials is intended is intended for adjusters with solid Xactimate proficiency and field experience or training who wish to leverage their skills to write estimates from the desk.
Those who plan to work only in an examiner role will also benefit from this training in their collaboration and file review skills even if they do not plan to write estimates from the desk.
Xactimate proficiency is a must for this class.
Participants in this course will write Xactimate estimates beginning on Day 1 of class. This course is designed to hone your Xactimate skills in live claim simulations but assumes you already have skills with the software of at least a proficiency level.
As such, as a prerequisite to taking Desk Estimator Essentials, participants MUST complete CATI’s Xactimate X1 Skills Lab course OR hold Xactimate Level 2 certification.
If you will not be taking CATI’s Xactimate X1 Skills Lab, you must email a copy of your Level 2 certificate to training@eberls.com asap to verify your proficiency.
We use our in-person class time to its fullest potential by engaging participants in as much hands-on practice as possible. As such, upon your registration, you will be automatically enrolled in the following on-demand pre-work courses that must be complete before you will be permitted to attend Desk Estimator Essentials. The price of these courses is included in the enrollment fee.
These courses will take 4-6 hours to complete and the training will be the foundation for your in-person class. Please do not wait until the night before class and rush through this important material.
If your pre-work is not complete or your Xactimate proficiency has not been verified, you will not be admitted to class. No refunds will be issued if you are denied entry for these reasons.
This course requires significant computer use. If you struggle with basic computer skills, you will be unlikely to succeed in this course—or the job of an adjuster.
To be successful, at a very minimum you will need:
Limited computer skills are one of the biggest reasons new adjusters are defeated in the field. We strongly urge you to be honest with yourself about your abilities and take a basic computer skills course before enrolling if these tasks are challenging to you.
This certification is a practical assessment consisting of a simulated claim scenario. This will be completed during the final day of the course. You must pass the assessment with a score of 70% in order to receive the certification.
The assessment must be completed in class during the timeframe designated by the instructors. Incomplete assessments will be graded based on the work turned in.
This course is developed with the objective of training adjusters who are ready for to be deployed.
Please note that deployment is dependent on a variety of factors and completing this training does not guarantee placement on a deployment with Eberl. Please note that adjusters are subject to a background check prior to deployment and a prohibitive finding on your report may result in disqualification from future opportunities.
CATI Dallas Campus
2025 Royal Lane, Suite 394
Dallas, TX 75229
CATI Clearwater Campus
430 Park Place Blvd, Suite 100
Clearwater, FL 33759
Virtual classes are held via Zoom. You will receive meeting login details after enrollment.
Yes, select sessions of this class are held via Zoom in our Virtual Campus. Please see Virtual Campus dates above.
Check your enrollment carefully to ensure you enroll for the correct session as sessions in different locations/formats are not held at the same time.
Desk Estimator Essentials is approved for 18 Texas adjuster CE hours.
CATI Certified Adjuster: Desk Estimator Essentials is a credential conferred on individuals who complete the Desk Estimator Essentials course and pass an assessment at the close of class.
This certification can be included on your resume, adjuster profile, LinkedIn profile and anywhere else you promote your skills as an adjuster. CATI partners with Credly Acclaim to administer our digital credentials.
A certification from CATI tells potential employers that you have successfully completed Desk Estimator Essentials training at CATI and have demonstrated a high level of proficiency in writing estimates virtually from the desk.
Adjusters who earn both the Desk Examiner Essentials and the Desk Estimator Essentials badges will automatically be issued the CATI Certified Adjuster — Desk Adjuster badge.
This certification is a practical assessment consisting of a simulated claim scenario. This will be completed during the final day of the course. You must pass the assessment with a score of 70% in order to receive the certification.
The assessment must be completed in class during the timeframe designated by the instructors. Incomplete assessments will be graded based on the work turned in.
