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 be 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
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.
In just 1 day, you’ll learn the fundamental skills and best practices involved in handling claims from the desk:
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 1-day instructor led class at our training facility. However, prior to the in-person 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:
This class is held at our training facility in the Dallas area:
CATI Royal Campus
2025 Royal Lane
Dallas, TX 75229
Because this course is an interactive learning experience, we only offer this training in person at our Dallas facility. In order to maximize our time in the classroom, we have developed some components of this course in an on-demand format that must be completed prior to class. You will receive additional information regarding this pre-work after registration.
We practice strict social distancing and sanitation practices as recommended by health officials to ensure a safe environment. For more in information please review our COVID-19 statement.
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.