Streamlining The Client Onboard Process For Public Adjusters
Release Date: 06/10/2020
Mindful Adjusting: How to Manage Stress & Avoid Burn Out
The ClaimWizard Show
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Why Seven Figures Doesn’t Mean You’re Rich
The ClaimWizard Show
There's a myth in public adjusting - and in small business generally - that hitting $1 million in revenue means you've made it. Lynette Young is here to respectfully disagree. In this episode she unpacks why the two-comma club is a vanity metric without the right financial architecture underneath it, and why some PA firm owners actually took home more money when their company was doing $500K than when they scaled to $1M. The episode is a practical financial reality check across the full arc of growth. Lynette walks through all the places seven figures quietly disappears - salaries and...
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Audit Proof Your Claims Using Activity Logs
The ClaimWizard Show
In public adjusting, your documentation isn't just paperwork - it's your protection. Every file you put together is telling a story, and that story reflects your professionalism as much as the claim itself. In this episode, Lynette Young makes the case that the biggest risk in your firm doesn't come from insurance carriers or underpaid claims - it comes from inside your own business, in the form of missing notes, undocumented phone calls, and incomplete files that leave you exposed when someone asks you to prove what you did. The centerpiece of the episode is the activity log - the daily,...
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The Annual Compliance Check up to Run Before January First
The ClaimWizard Show
Your business runs on your license. Everything else - the claims, the clients, the revenue - depends on that foundation staying intact. In this episode, Lynette Young walks through a practical end-of-year compliance checklist that every public adjusting firm should run before the calendar turns, whether business has been booming or quiet. This is one of the less glamorous episodes of the show, and deliberately so. Lynette covers the full compliance perimeter: state PA licenses and renewal quirks, bonds, E&O insurance, business entity registrations, continuing education credits, audit-proof...
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Building a Real Strategy for Your Public Adjusting Firm
The ClaimWizard Show
Every January, public adjusters set goals with the best intentions — and by March, it's Doritos on the couch and the same old cycle. The problem isn't motivation. It's that a wish is not a strategy. In this episode, Lynette Young walks through how to build a real, data-grounded plan for your firm — one built on honest assessment, clear metrics, quarterly execution, and accountability structures that actually hold. This is one of the most operationally dense episodes of the show. Lynette covers why your gut will lie to you and your data won't, how to build a "Do Not Do" list that's just as...
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Pay Yourself First, Even When It Seems Impossible
The ClaimWizard Show
Most public adjusters who launch their own firm tell themselves the same story: "I'll start paying myself once I get a few more claims." Lynette Young is here to call that out for what it is - a trap. In this episode, she makes the case that paying yourself isn't a reward you earn after everyone else gets paid. It's the first line item, built in from the very beginning, or it never happens at all. Drawing on nearly 30 years of working with public adjusters and her own experience building ClaimWizard, Lynette walks through the mindset shift that has to happen first, the practical math of how to...
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How To Build a High Performing Team, Not Just a Group of Adjusters
The ClaimWizard Show
There's a meaningful difference between having a group of talented public adjusters and having a high-performing team — and most firms never close that gap. In this episode, Lynette Young breaks down exactly what separates a collection of rock stars from a cohesive unit that consistently achieves more than the sum of its parts. The episode covers the full arc: hiring for collaboration (not just competence), onboarding new adjusters in a way that sets a team-first tone from day one, building the communication channels and psychological safety that keep teams from quietly falling apart, and...
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How To Take Time Off Without Your Claims Falling Apart
The ClaimWizard Show
Public adjusters don't take real vacations - they take pretend ones with a phone in one hand and a laptop in the other. In this episode, Lynette Young breaks down why that happens, what it's actually costing you, and how to build a vacation system that keeps your firm running whether you're at Disney World or dealing with an unexpected family emergency. The core truth of the episode: a real business is built on systems, not heroics. If you're the only one who knows how to run payroll, negotiate with a specific carrier, or calm down a specific client - you're not running a business, you're...
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Why Every Public Adjusting Company Needs a Quartlerly Clean-Up Day
The ClaimWizard Show
Closed claims pile up like storm debris. Left unchecked, they don't just clutter your system - they clutter your business, burying your productivity, compliance, and profitability. In this episode, Lynette Young walks you through exactly what a Quarterly Clean-Up Day is, why it's the simplest (and most powerful) operational investment you can make, and how to actually get it done - whether you're running a solo operation or leading a multi-adjuster firm. Why your firm needs a structured quarterly reset (and why "I'll do it when things slow down" is a trap) The difference between digital...
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7 Habits of Highly Effective Public Adjusters
The ClaimWizard Show
Join the Wizard Team to learn about the 7 Habits of Highly Effective Public Adjusters! Based on the revolutionary book by Stephen Covey, you will learn how to take these timeless principles and apply them directly to your public adjusting business.
info_outlineCustomer Onboarding
- Always Aim To Do The Following 3 Things
-Get clients involved within the first 48 hours of contract signing
1. Create & Send New Client Welcome Letter
2. Schedule a Followup Call Within 48 Hours
3. Celebrate Milestones Along the Way
-Establish a communication & process workflow
-Make your service indispensable Understand Your Client
-Make it a point to understand each unique obstacle, pain point, and challenge that your customer faces, as well as their ideal solutions and outcome.This information will help you tailor their onboarding experience and goals. Set Clear Expectations
-Before signing your contract, your customer should know what to expect.Your sales process should lay out the same claim process given to them after they sign your contract.
-This information should carry into the onboarding process as you reiterate the value that your product provides to your customers and prepare them for potential setbacks or sticky points.That way when they hit a snag, they’ll be better prepared for it and not give up so quickly.
Prove Your Value Quickly
-Before your new client can get excited about the claim process (or, at least less nervous,) you need to reemphasize the value you will provide for their unique case.
-Give them specific examples of how your service will address their specific situation. If possible, pull reports of recovered damages by peril, location, or business / structure type to prove your track record. Keep Communicating
-After your initial welcome letter, continue communicating throughout each claim phase.
-At this point, email is probably your customer’s most frequented communication medium
- BUT ASK & then make a note of it. Some may prefer phone calls (still follow up with email!)
Seek to Impress
-Your goal with every client interaction is to create the same positive experience that made your customers sign up for your service in the first place. Aim to deliver a stellar performance that your customers will rave about and share with others.
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