Before you assign.

A complete assignment helps us begin with the right information.

• Carrier and primary claims contact
• Claim number and date of loss
• Insured name and contact information
• Loss address and reported cause
• Requested services and reporting requirements
• Relevant documents and special instructions

Send claim documents through your approved secure channel.

Before the inspection.

A little preparation helps your adjuster understand what happened.

• Have your claim number and carrier information available.
• Gather photos taken near the time of the loss.
• Keep receipts and records of work already completed.
• List the areas of concern and questions you want to discuss.
• Let your adjuster know about access needs or known hazards.

Your adjuster’s role.

An independent adjuster inspects and documents the loss on behalf of the assigning carrier. The inspection helps the carrier evaluate the claim.

Your carrier determines coverage and payment under the applicable policy. Your adjuster can help identify the right person for questions about those decisions.

Put field experience
in the classroom.

Talk with W&C about training on claim documentation, roof and exterior inspections, mitigation review, and communication.

Topics and session format can be discussed around your team’s needs.