Streamline Your Public Adjusting Workflow Process

The ClaimWizard Show

-What is a ‘workflow’?

-Why does my company need to use workflows? •How do I design my workflow?

-How can I automate my claim workflow?

A workflow consists of an orchestrated and repeatable pattern of activity, enabled by the systematic organization of resources into processes that transform materials, provide services, or process information.

It’s a “to-do list” that keeps your company accountable, compliant, and profitable.

WHY DOES MY COMPANY NEED TO USE WORKFLOWS?

1. Paper trail is replaced by a digital trail
2. Eliminate redundancy
3. No stopping to check on other team members
4. Better understanding of how time relates to action
5. Keep compliant documentation
6. Automation focuses on activities 7. Accentuates the positives
7. Workflow never forgets...
8. The workflow runs the business
9. Encourages collaboration but not unnecessary communication

-Build every claim like it will go to litigation

-Estimates are not adjusting

-A repeatable, automated process insures that you involve your ‘secret sauce’ EVERY time

------- Want to learn more? -------

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► Sign up for a software demonstration : https://claimwizard.com/demo

► Free business building public adjuster webinar series : https://claimwizard.com/webinar

► Certified Fix This Next Advisor for Public Adjusting Companies : https://claimwizard.com/ftn

► The ClaimWizard Show podcast https://claimwizard.com/show or search in your favorite podcast directory

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