INSIDE ADJUSTER ESSENTIALS
Get the inside track on inside adjuster best practices
March 16-20, 2020
August 3-7, 2020
Time: 8am to 5pm
Location: CATI Training Facility @ 3109 Skyway Circle N, Irving, TX 75038
- Inside Adjuster Essentials is for you if...
- What you can expect to learn...
- What to bring...
- Time & Place
Inside adjusters and examiners carry a claim file for its entire life cycle, 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
If you're not sure of your skill level, consider taking computer literacy self-assessments from NorthStar to ensure your preparedness:
- Basic Computer Skills
- Internet Basics
- Using Email
- Microsoft Word
- Microsoft Excel
If your skills are not quite there yet, you may consider additional basic skills training before proceeding.
**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.com. Please be certain the version you download is 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)
- 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
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.