Desk adjusters—examiners and estimators—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, top flight estimating skills and the organizational prowess to keep a lot of plates spinning in the air.
If you are
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 interest. 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.
In just 2-4 days, you’ll learn the fundamental skills and best practices involved in handling claims from the desk:
Desk Examiner Essentials is intended for emerging adjusters with little to no experience or experienced adjusters looking to transition to a desk examiner role.
Experienced desk adjusters and file reviewers will also benefit from opportunity to leverage their existing skills to greater success in their roles.
Desk Estimator Essentials is intended for adjusters with solid Xactimate proficiency and field experience who wish to leverage their skills to write estimates from the desk.
Those who plan to work only in an examiner type role will also benefit in their collaboration and file review skills.
DESK EXAMINER ESSENTIALS
There are no specific prerequisite courses for Desk Examiner 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.
On-Demand Pre-Work: This course is a 2-day instructor-led class that will be held virtually via Zoom conference. Prior to class, a series of on-demand courses must be completed. You will receive additional information regarding the pre-work after you register. No certificate will be issued for individuals who have not completed this pre-work.
DESK ESTIMATOR ESSENTIALS
Prior to enrolling in Desk Estimator Essentials, you must have prior field experience and solid Xactimate proficiency.
In lieu of field experience, you may enroll in this course if you have completed CATI’s Xactimate X1 Skills Lab and Residential Adjusting 101.
You will be completing practice estimates as part of class and must have access to a computer with Xactimate installed (active license or demo version).
CATI will provide all of the instructional material you need for this class.
You should plan to have on hand:
Given the interactive exercises that will be part of these classes, you must be logged in at a computer, and may not log in solely on your phone. Your phone may be used for audio with your computer for video and interactivity if you prefer.
For practice exercises included in Desk Estimator Essentials:
No certificate will be issued for this class unless the practice exercises are completed and turned in.
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.
