Continuing Education
Enhancing the Relationship of an Adjuster and a Consultant
Course Description
This course explores the critical interpersonal relationship between insurance adjusters and consultants and how strong collaboration drives successful claim outcomes. Participants will examine common challenges that arise during complex losses, including communication breakdowns, scope alignment, business interruption pressures, and multi-party coordination.
This course highlights best practices for building trust, defining expectations, and leveraging consultants’ expertise to streamline inspections, sourcing, and restoration. Real-world case studies demonstrate how effective adjuster–consultant partnerships overcome obstacles, minimize disruption, and restore insureds efficiently and defensibly.
State Approval Status
CE credit is available in the following states:
- Delaware
- Florida
- Georgia
- Iowa
- Indiana
- North Carolina
- New Hampshire
- Minnesota
- Mississippi
- Oklahoma
- Texas
- Wyoming
What You Will Learn:
- How consultants can add value at the loss site, from inspections to sourcing and repairs, and how their expertise can streamline processes.
- Gain insights into the complexities of handling multiple losses on one site and the strategic collaboration required to navigate these scenarios.
- Explore common challenges in adjuster-consultant interactions and practical solutions to overcome them, ensuring smoother project management.
- Enhance your ability to build effective relationships, improve communication, and expedite quality work, benefiting both agents and the insured.