New to the license
0 – 2 years · Pre-deployment
You've got the license. You've got the software. What you don't have yet is the rhythm of a clean file.
- Scope-note structure
- Severity narrative
- First-report template
- What reviewers actually flag
Whether you're new to the license, looking at your first deployment, or already in the field — coaching is built around the file you have open right now.
I worked the desk before I worked the field. Eight years on the carrier side reviewing other adjusters' files taught me exactly which mistakes get caught — and which ones get the file approved on the first read.
Now I coach adjusters one-on-one. We open your file. We work it together. You leave with a written plan and a checklist for the next ten claims. No course. No retainer. No tier you can't afford.
Most training teaches you how to look like a good adjuster. I'd rather teach you how to write a file that doesn't come back.
Coaching is one-on-one, so the work shifts depending on where you are. Pick the path that fits — we'll adjust from there.
You've got the license. You've got the software. What you don't have yet is the rhythm of a clean file.
You're working files. But your QA scores aren't moving and you can't tell why.
You're rostered. We walk the carrier's grading rubric before you leave the driveway.
Coaching always comes back to these three. They're what the desk grades.
Scope notes that survive a desk review on the first pass. Severity reasoning that holds up under audit.
The five-paragraph supplement template carriers approve without follow-up.
Hitting cycle without losing severity. Reading the daily metric report. Fixing the QA pattern before the IA firm calls.
Most calls follow this rhythm. We adjust the second something more useful comes up in your file.
Forty-five minutes, one-on-one. We open your file together, find what the desk will catch, and write the fix on the call.