get the inside track on inside adjuster best practices

desk adjuster essentials

The examiner's desk is not the consolation prize—it's the nerve center of the claim

Desk adjusters and 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 adjuster must have interpersonal savvy, the ability to read a policy, and the organizational skills to keep a lot of plates spinning in the air.

If you are

  • a new adjuster looking to work claims from the desk
  • an adjuster looking to transition from the field to the desk
  • an experienced desk adjuster, examiner or file reviewer looking to increase your efficiency and get more work

Then you’re in the right place! CATI’s Desk Adjuster Essentials will help you leverage your skills and knowledge to manage a desk and bulging claim inventory from start to finish.

What You'll Learn

In just 1 day, you’ll learn the fundamental skills and best practices involved in handling claims from the desk:

investigating and identifying the cause of loss
how to read and apply the homeowners policy to a variety of loss scenarios
understanding the importance of accurate reserves and how to set them
recognizing and investigating potential subrogation opportunities
Drafting denial letters and communicating difficult decisions
Evaluating and documenting structural damage, personal property and loss of use claims
best practices for property estimate review
construction materials and repair processes crash course
essential keys to exceeding customer service expectations
managing time, workflows and stress on the job

2021 schedule

things to know about desk adjuster essentials

Desk Adjuster Essentials is intended for emerging adjusters with little to no experience or experienced adjusters looking to transition to a desk role.

Experienced desk adjusters and file reviewers will also benefit from opportunity to leverage their existing skills to greater success in their roles. 


There are no specific prerequisite courses for Desk Adjuster Essentials.

To get the most from this class, we do recommend completing the Residential Adjusting 101 course, however. While desk adjusters and examiners are not typically writing scopes and estimates, we find that desk adjusters who learn these processes firsthand are more successful in their roles as they are better equipped to review and evaluate adjuster reports and estimates.


This course is a 2-day instructor led class that will be held virtually via Zoom conference. However, prior to class, a series of on-demand courses must be completed. You will receive additional information regarding the pre-work after you register.

CATI will provide all of the instructional material and equipment you need for this class. 

You should plan to bring:

  • Notebook
  • Pen/pencil and highlighter

This class is held virtually via Zoom web conference. You can take this course live, from home!

CE hours are pending approval by the Texas Department of Insurance. Should they be approved prior to your scheduled class date, we will update you. 

desk adjuster essentials course details

leverage your claims knowledge toward a inside adjuster career