

Beyond The Claim with Vince Perri
Beyond The Claim with Vince Perri
Beyond The Claim Podcast is where entrepreneurs, public adjusters, contractors, and business owners learn how to break through barriers, scale their businesses, and master claims strategies. Hosted by Vince Perri, this show delivers real-world insights on leadership, sales, marketing, and business growth—helping you win more claims, attract clients, and build a thriving business. No fluff, just actionable advice from industry experts.
Episodes
Mentioned books

Jan 10, 2025 • 7min
Storm Recovery: Key Lessons for Public Adjusters, Homeowners & Insurers (Compilation Recap)
Storm Recovery: Key Lessons for Public Adjusters, Homeowners & Insurers (Compilation Recap)
Over the past three weeks, a series of powerful hurricanes have left communities in recovery mode. This compilation recaps the essential steps we’ve shared to help homeowners, public adjusters, and insurers manage storm recovery effectively. From documenting damages to organizing personal property and communicating with clients, this video highlights key insights from recent weeks.
We’ll revisit events, including back-to-back hurricanes that have tested everyone’s readiness and resilience. This recap covers practical advice on documenting losses, preparing your team, handling claims, and ensuring clients get the support they need for a smoother recovery.
► Don’t miss Advocates United Chicago on November 15th—grab your tickets now and join top industry experts for real-world strategies and networking opportunities. Secure your spot here:
https://www.eventbrite.com/e/1028616618997?aff=oddtdtcreator
Ready to scale your public-adjusting career? Download our FREE guide to optimize your workflow, manage your time, and grow your business! 🚀
► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos:
https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
🔗 Commercial Claims Advocate Affiliates 🔗
► ConvertKit - Setting up automated email sequences is as easy as a few clicks, saving you time - https://partners.convertkit.com/4stizcw0fs56
► iink - Use promo code "Vince" for 100% off your activation fee!
Signup Page - https://partner.iink.com/vince
► Mat Mulholland Builders Institute - Where excellence meets education in the fields of restoration and construction. - https://signup.buildingexperts.institute/enroll-3606?am_id=vince8194
==========================
👉 Shoutout to our partners 👈
► Ready Stays - https://bit.ly/readystays
► The Farber Law Firm - https://bit.ly/thefarberlawfirm
► Noble Tax Strategies – https://www.nobletaxstrategies.com/
► ClaimWizard - https://claimwizard.com/
Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow
===========================
Make sure you check out our new Public Adjuster Handbook
📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook
===========================
SOCIAL MEDIA:
https://www.facebook.com/CommercialClaimsAdvocate/
https://www.linkedin.com/in/commercialclaimsadvocate/
https://www.instagram.com/commercial_claims_advocate/
https://www.tiktok.com/@commercialclaimsadvocate
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs

Jan 7, 2025 • 15min
Hurricane Milton Aftermath | How to Handle Your Insurance Claim Fast
Hurricane Milton Aftermath | How to Handle Your Insurance Claim Fast
Hurricane Milton just wreaked havoc across West Florida, and I’m on the ground helping homeowners get their lives back together. In this episode, I take you through the real-life steps of managing a massive claim after a tree splits a house in half. Whether you’re a homeowner or a public adjuster, this video will show you how to speed up the insurance claim process and get the payout you deserve.
You’ll learn:
👉 Why you need a public adjuster early in the process
👉 How to document damage and put together an estimate
👉 The importance of getting a proper photo report
👉 How to negotiate with insurance companies quickly and effectively
Watch the full episode and get expert tips to manage your own claim.
► Don’t miss Advocates United Chicago on November 15th—grab your tickets now and join top industry experts for real-world strategies and networking opportunities. Secure your spot here:
https://www.eventbrite.com/e/1028616618997?aff=oddtdtcreator
Ready to scale your public-adjusting career? Download our FREE guide to optimize your workflow, manage your time, and grow your business! 🚀
► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos:
https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
🔗 Commercial Claims Advocate Affiliates 🔗
► ConvertKit - Setting up automated email sequences is as easy as a few clicks, saving you time - https://partners.convertkit.com/4stizcw0fs56
► iink - Use promo code "Vince" for 100% off your activation fee!
Signup Page - https://partner.iink.com/vince
► Mat Mulholland Builders Institute - Where excellence meets education in the fields of restoration and construction. - https://signup.buildingexperts.institute/enroll-3606?am_id=vince8194
==========================
👉 Shoutout to our partners 👈
► Ready Stays - https://bit.ly/readystays
► The Farber Law Firm - https://bit.ly/thefarberlawfirm
► Noble Tax Strategies – https://www.nobletaxstrategies.com/
► ClaimWizard - https://claimwizard.com/
Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow
===========================
Make sure you check out our new Public Adjuster Handbook
📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook
===========================
SOCIAL MEDIA:
https://www.facebook.com/CommercialClaimsAdvocate/
https://www.linkedin.com/in/commercialclaimsadvocate/
https://www.instagram.com/commercial_claims_advocate/
https://www.tiktok.com/@commercialclaimsadvocate
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs

Jan 3, 2025 • 18min
How To Scope A Loss Like a Pro and Avoid Costly Mistakes | Public Adjuster Basics
How To Scope A Loss Like a Pro and Avoid Costly Mistakes | Public Adjuster Basics
In this episode, I break down the essentials of properly scoping a loss after a major disaster like Hurricane Helene or a flood. I’ll show you how I document the damage step by step, including how to take detailed photos, use a moisture reader, and measure flood lines accurately. It's all about being thorough—show your value and get the job done right!
Key topics covered:
📸 Importance of taking exterior and interior photos in a specific order.
📏 How to measure and document each room, and why it's crucial to note every detail (like flooring type and baseboard height).
💧 How to use a moisture reader to assess the extent of water damage and decide where flood cuts are necessary.
🚪 What to include in your scope notes for the estimator, from door replacements to flooring and drywall cuts.
💼 The importance of contents coverage and documenting personal belongings separately from dwelling damage.
We provide in-house estimating services if you need help with your claims! If you're interested, just send a message or leave a comment below.
► Don’t forget— Join us for Advocates United - Chicago, Nov 15, 2024! 🔥📣
https://www.eventbrite.com/e/advocates-united-chicago-tickets-1028616618997
#PublicAdjuster #ScopingALoss #HurricaneHelene #FloodDamage #InsuranceClaims #DocumentingDamage #ContentsCoverage
►📍Download our FREE PA guide, become your own boss, and start strong in the industry!
https://dashboard.commercialclaimsadvocate.com/efficiency-hacks-free-guide
Ready to scale your public-adjusting career? Download our FREE guide to optimize your workflow, manage your time, and grow your business! 🚀
► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos:
https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
🔗 Commercial Claims Advocate Affiliates 🔗
► ConvertKit - Setting up automated email sequences is as easy as a few clicks, saving you time - https://partners.convertkit.com/4stizcw0fs56
► iink - Use promo code "Vince" for 100% off your activation fee!
Signup Page - https://partner.iink.com/vince
► Mat Mulholland Builders Institute - Where excellence meets education in the fields of restoration and construction. - https://signup.buildingexperts.institute/enroll-3606?am_id=vince8194
==========================
👉 Shoutout to our partners 👈
► Ready Stays - https://bit.ly/readystays
► The Farber Law Firm - https://bit.ly/thefarberlawfirm
► Noble Tax Strategies – https://www.nobletaxstrategies.com/
► ClaimWizard - https://claimwizard.com/
Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow
===========================
Make sure you check out our new Public Adjuster Handbook
📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook
===========================
SOCIAL MEDIA:
https://www.facebook.com/CommercialClaimsAdvocate/
https://www.linkedin.com/in/commercialclaimsadvocate/
https://www.instagram.com/commercial_claims_advocate/
https://www.tiktok.com/@commercialclaimsadvocate
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs

Dec 30, 2024 • 16min
What happens next for homeowners? | Hurricane Helene impacting homes across multiple states | Part 2
What happens next for homeowners? | Hurricane Helene impacting homes across multiple states | Part 2
Welcome back, Advocates! In this episode, we continue our journey through the devastating aftermath of Hurricane Helene. Picking up where we left off in Hudson, Florida, we dive deeper into the stories of those affected by the storm.
Join me as I conduct the full interview with Mike and John, who faced unimaginable challenges when floodwaters invaded their home. Their resilience and determination shine through as we discuss their experience during the storm and the struggle to navigate the aftermath. We'll also be door-knocking to connect with more homeowners, providing insight into the complexities of insurance claims and the emotional toll this disaster has taken on the community.
This is a crucial part of our mission to support and uplift those affected by Hurricane Helene. Stay tuned for heartfelt conversations and essential information that can help homeowners rebuild their lives.
If you missed Part 1, be sure to check it out here to see the initial impact and hear the heartbreaking stories of the affected families.
🔗https://www.youtube.com/watch?v=cmGq9-Y2SHo
►📍Download our FREE PA guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos:
https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
👉 Shoutout to our partners 👈
► Claim Wizard - https://bit.ly/ClaimWizard
► Ready Stays - https://bit.ly/readystays
► The Farber Law Firm - https://bit.ly/thefarberlawfirm
► Noble Tax Strategies – https://www.nobletaxstrategies.com/
==========================
🔗 Commercial Claims Advocate Affiliates 🔗
► ConvertKit - Setting up automated email sequences is as easy as a few clicks, saving you time - https://partners.convertkit.com/4stizcw0fs56
► iink - Use promo code "Vince" for 100% off your activation fee!
Signup Page - https://partner.iink.com/vince
► Mat Mulholland Builders Institute - Where excellence meets education in the fields of restoration and construction. - https://signup.buildingexperts.institute/enroll-3606?am_id=vince8194
==========================
Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow
===========================
Make sure you check out our new Public Adjuster Handbook
📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook
===========================
SOCIAL MEDIA:
https://www.facebook.com/CommercialClaimsAdvocate/
https://www.linkedin.com/in/commercialclaimsadvocate/
https://www.instagram.com/commercial_claims_advocate/
https://www.tiktok.com/@commercialclaimsadvocate
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs

Dec 28, 2024 • 14min
'This is the worst thing we've seen' | Hurricane Helene impacting homeowners across multiple states
'This is the worst thing we've seen' | Hurricane Helene impacting homeowners across multiple states
Hey Advocates, in this episode, we’re witnessing the raw aftermath of Hurricane Helene. I’m in Hudson, Florida, where the storm surge left homes underwater, cars destroyed, and lives turned upside down. We’re out here on the ground, doing what we can to help these homeowners navigate the complicated insurance and flood claims process.
You’ll hear the heartbreaking story of Mike and John, who stuck it out through the storm, only to be overwhelmed by the floodwaters. We’re documenting everything — from claims to content inventories, and we’ve got a lot of work ahead.
This is just Part 1 of this journey. Part 2 will be followed, where I’ll be sharing the full interview with Mike and John, along with more door-knocking and conversations with affected homeowners. So make sure you stay tuned for more updates as we continue to help these people rebuild.
0:00 - Overview from Hurricane Helene
0:57 - On-the-ground updates from Hudson, Florida
2:58 - Home damage footage (House 1)
5:23 - Home damage footage (House 2)
11:21 - Mike and John’s personal story of survival (Part 1)
We’ll be back with Part 2, including the full interview of Mike and John. Make sure you subscribe and hit that bell to get notified when it drops!
#HurricaneHelene #PublicAdjuster #InsuranceClaims #FloodClaims #Recovery #Disaster
►📍Download our FREE PA guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos:
https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
👉 Shoutout to our partners 👈
► Claim Wizard - https://bit.ly/ClaimWizard
► Ready Stays - https://bit.ly/readystays
► The Farber Law Firm - https://bit.ly/thefarberlawfirm
► Noble Tax Strategies – https://www.nobletaxstrategies.com/
==========================
🔗 Commercial Claims Advocate Affiliates 🔗
► ConvertKit - Setting up automated email sequences is as easy as a few clicks, saving you time - https://partners.convertkit.com/4stizcw0fs56
► iink - Use promo code "Vince" for 100% off your activation fee!
Signup Page - https://partner.iink.com/vince
► Mat Mulholland Builders Institute - Where excellence meets education in the fields of restoration and construction. - https://signup.buildingexperts.institute/enroll-3606?am_id=vince8194
==========================
Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow
===========================
Make sure you check out our new Public Adjuster Handbook
📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook
===========================
SOCIAL MEDIA:
https://www.facebook.com/CommercialClaimsAdvocate/
https://www.linkedin.com/in/commercialclaimsadvocate/
https://www.instagram.com/commercial_claims_advocate/
https://www.tiktok.com/@commercialclaimsadvocate
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs

Dec 23, 2024 • 12min
How to Properly Handle Personal Property Damage | Maximize Your Insurance Claim | Public Adjuster
How to Properly Handle Personal Property Damage | Maximize Your Insurance Claim | Public Adjuster
Handling personal property damage after a disaster can be overwhelming, but it’s one of the most critical parts of your insurance claim. Whether it’s after a fire, hurricane, or another major loss, documenting personal property correctly is essential to getting the payout you deserve. In this video, I break down the step-by-step process for putting together a personal property inventory that will maximize your insurance claim.
You’ll learn:
👉 How to create a detailed personal property inventory form
👉 The importance of taking photos and documenting everything
👉 Why keeping invoices and receipts can make or break your claim
👉 The exact steps to follow to ensure you’re not leaving money on the table
Don’t leave this in the hands of your insurance company—take control of your claim! Watch until the end and download my free personal property inventory form to help you get started.
TIMESTAMPS:
00:00 - Introduction
2:16 - Step 1: Create a Detailed Inventory Form
3:49 - Step 2: Take Photos
6:22 - Step 3: Create an Estimate
8:41 - Step 4: Organize and Categorize Items by Room
9:27 - Step 5: Keep All Invoices and Receipts
10:23 - Recap
►📍Download our FREE PA guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos:
https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
👉 Shoutout to our partners 👈
► Claim Wizard - https://bit.ly/ClaimWizard
► Ready Stays - https://bit.ly/readystays
► The Farber Law Firm - https://bit.ly/thefarberlawfirm
► Noble Tax Strategies – https://www.nobletaxstrategies.com/
==========================
🔗 Commercial Claims Advocate Affiliates 🔗
► ConvertKit - Setting up automated email sequences is as easy as a few clicks, saving you time - https://partners.convertkit.com/4stizcw0fs56
► iink - Use promo code "Vince" for 100% off your activation fee!
Signup Page - https://partner.iink.com/vince
► Mat Mulholland Builders Institute - Where excellence meets education in the fields of restoration and construction. - https://signup.buildingexperts.institute/enroll-3606?am_id=vince8194
==========================
Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow
===========================
Make sure you check out our new Public Adjuster Handbook
📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook
===========================
SOCIAL MEDIA:
https://www.facebook.com/CommercialClaimsAdvocate/
https://www.linkedin.com/in/commercialclaimsadvocate/
https://www.instagram.com/commercial_claims_advocate/
https://www.tiktok.com/@commercialclaimsadvocate
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs

Dec 20, 2024 • 10min
What to Do After a Hurricane | Top 5 Tips for a Smooth Insurance Claim Process
What to Do After a Hurricane | Top 5 Tips for a Smooth Insurance Claim Process
Hurricanes can be devastating, and it’s crucial to know exactly what steps to take after the storm to protect your home and your insurance claim. In this video, I share the top 5 things you should do right after a hurricane hits to ensure you have a smooth insurance claim process and get the help you need. These tips are especially helpful for homeowners, public adjusters, and anyone looking for guidance after a storm. Make sure you watch until the end, and don’t forget to download the free guide below to help you through the claims process.
Here’s what we’ll cover:
👉 How to document the damage effectively
👉 Steps to protect your home from further damage
👉 When to make necessary repairs
👉 The importance of contacting your insurance company quickly
👉 Why speaking with a public adjuster is essential for your claim
Timestamps:
0:00 – Introduction
2:14 – Document the damage
4:11 – Protect your home
5:59 – Make temporary repairs
6:38 – Contact the insurance company
7:21 – Speak with a public adjuster
I hope this helps you stay prepared and navigate the claims process smoothly! Let me know if you have any questions in the comments below.
►📍Download our FREE PA guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos:
https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
🔗 Commercial Claims Advocate Affiliates 🔗
► ConvertKit - Setting up automated email sequences is as easy as a few clicks, saving you time - https://partners.convertkit.com/4stizcw0fs56
► iink - Use promo code "Vince" for 100% off your activation fee!
Signup Page - https://partner.iink.com/vince
► Mat Mulholland Builders Institute - Where excellence meets education in the fields of restoration and construction. - https://signup.buildingexperts.institute/enroll-3606?am_id=vince8194
==========================
👉 Shoutout to our partners 👈
► Claim Wizard - https://bit.ly/ClaimWizard
► Ready Stays - https://bit.ly/readystays
► The Farber Law Firm - https://bit.ly/thefarberlawfirm
► Noble Tax Strategies – https://www.nobletaxstrategies.com/
Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow
===========================
Make sure you check out our new Public Adjuster Handbook
📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook
===========================
SOCIAL MEDIA:
https://www.facebook.com/CommercialClaimsAdvocate/
https://www.linkedin.com/in/commercialclaimsadvocate/
https://www.instagram.com/commercial_claims_advocate/
https://www.tiktok.com/@commercialclaimsadvocate
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs

Dec 16, 2024 • 16min
Essential Hurricane Checklist for Public Adjusters | Prepare Your Firm for Hurricane Francine
Essential Hurricane Checklist for Public Adjusters | Prepare Your Firm for Hurricane Francine
Hurricane Francine is about to make landfall in Louisiana, and it's time to make sure your public adjusting firm is fully prepared! In this video, I will walk you through a 10-point checklist to ensure your team is ready to sign claims and help those in need after the storm. From contracts and print materials to transportation, training, and follow-up procedures—this guide has everything you need to succeed.
Watch Now to Learn:
👉 How to prepare your contracts for compliance.
👉 Key advertising strategies (both online and print).
👉 The importance of transportation and accommodation plans.
👉 Staff training and general preparedness tips.
👉 Networking tactics to expand your reach post-hurricane.
#PublicAdjuster #HurricanePreparation #ClaimsAdjuster #InsuranceClaims #HurricaneSeason #HurricaneFrancine
►📍Download our FREE PA guide, become your own boss, and start strong in the industry!
https://www.commercialclaimsadvocate.com/free-insurance-claims-career-guide/
► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos:
https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join
Thank you for being a vital part of the Commercial Claims Show 🧡
==========================
🔗 Commercial Claims Advocate Affiliates 🔗
► ConvertKit - Setting up automated email sequences is as easy as a few clicks, saving you time - https://partners.convertkit.com/4stizcw0fs56
► iink - Use promo code "Vince" for 100% off your activation fee!
Signup Page - https://partner.iink.com/vince
► Mat Mulholland Builders Institute - Where excellence meets education in the fields of restoration and construction. - https://signup.buildingexperts.institute/enroll-3606?am_id=vince8194
==========================
👉 Shoutout to our partners 👈
► Claim Wizard - https://bit.ly/ClaimWizard
► Ready Stays - https://bit.ly/readystays
► The Farber Law Firm - https://bit.ly/thefarberlawfirm
► Noble Tax Strategies – https://www.nobletaxstrategies.com/
Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow
===========================
Make sure you check out our new Public Adjuster Handbook
📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook
===========================
SOCIAL MEDIA:
https://www.facebook.com/CommercialClaimsAdvocate/
https://www.linkedin.com/in/commercialclaimsadvocate/
https://www.instagram.com/commercial_claims_advocate/
https://www.tiktok.com/@commercialclaimsadvocate
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs

Dec 14, 2024 • 59min
ClaimWizard: The CRM Built for Public Adjusters with Lynette Young | Claims Game Podcast 068
ClaimWizard: The CRM Built for Public Adjusters with Lynette Young | Claims Game Podcast 068
Welcome back to the Claims Game Podcast! In this episode, I’m sitting down with my good friend Lynette Young, the owner and CEO of ClaimWizard. We’ve had our fair share of CRM systems, but I’m excited to announce that Elite Resolutions is making the move to ClaimWizard – and we’re diving into why it’s the right decision.
Lynette shares the history of ClaimWizard, how it’s built specifically for public adjusters, and some exciting updates they have coming up. We also chat about the common complaints in the industry, the importance of a good user interface, and how ClaimWizard addresses the unique needs of public adjusting firms. If you're looking for an effective CRM that understands the public adjusting world, this episode is for you!
Be sure to stick around until the end, as we get into some great insights on claims, managing clients, and the importance of organized processes. Don’t forget to like, comment, and subscribe for more valuable content on claims and the industry!
Timestamps:
0:00 – Introduction & Welcoming Lynette Young
0:34 – Why Elite Resolutions is moving to ClaimWizard
1:11 – Addressing user interface complaints in CRMs
2:19 – ClaimWizard’s history and evolution for public adjusters
4:22 – Exciting upcoming updates and platform redesign
7:17 – Managing large claims, settlements, and payments with ClaimWizard
16:35 – ClaimWizard's dashboard and real-time claim tracking
19:50 – Streamlining claim workflows and task management
24:09 – Using the client portal to improve communication
31:48 – File storage and organizing documents through ClaimWizard
34:25 – Final thoughts on customer support and ClaimWizard’s unique features
Make sure to visit Claims Wizard!
https://claimwizard.com/
#ClaimsGame #ClaimWizard #PublicAdjusters #InsuranceClaims #crm
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► Ready Stays - https://bit.ly/readystays
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► NWA - https://bit.ly/Nationwide-AppraisalGroup
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Make sure you check out our new Public Adjuster Handbook
📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook
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Dec 13, 2024 • 49min
Unpacking Insurance Industry Challenges with David Farber - Claims Game Podcast 067
Unpacking Insurance Industry Challenges with David Farber - Claims Game Podcast 067
In this episode of The Claims Game Podcast, Vince Perry welcomes David Farber of The Farber Law Firm to dive deep into the complexities of the insurance claims industry. They discuss key issues including handling repairs, the importance of proper documentation, and the rigorous training insurance adjusters receive. Learn how these factors impact both policyholders and professionals in the field.
00:00 Introduction
01:25 Reading and reacting to a critical email about claim handling
05:50 A look into adjuster training and the incentives at play
15:30 Legal perspectives with David Farber on insurance practices
45:00 Essential advice for public adjusters navigating the industry
👉 Don’t forget to like, subscribe, and hit the notification bell to stay updated on our latest episodes! Share your thoughts in the comments below!
#InsuranceClaims #PublicAdjuster #ClaimsGamePodcast #VincePerry #DavidFarber #LegalAdvice #HomeInsurance
►📍Download our FREE PA guide, become your own boss, and start strong in the industry!
https://dashboard.commercialclaimsadvocate.com/efficiency-hacks-free-guide
Ready to scale your public adjusting career? Download our FREE guide to optimize your workflow, manage your time, and grow your business! 🚀
► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos:
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Thank you for being a vital part of the Commercial Claims Show 🧡
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👉 Shoutout to our partners 👈
► Ready Stays - https://bit.ly/readystays
► The Farber Law Firm - https://bit.ly/thefarberlawfirm
► Noble Tax Strategies – https://www.nobletaxstrategies.com/
► NWA - https://bit.ly/Nationwide-AppraisalGroup
Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow
===========================
Make sure you check out our new Public Adjuster Handbook
📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook
===========================
SOCIAL MEDIA:
https://www.facebook.com/CommercialClaimsAdvocate/
https://www.linkedin.com/in/commercialclaimsadvocate/
https://www.instagram.com/commercial_claims_advocate/
https://www.tiktok.com/@commercialclaimsadvocate
===========================
🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/
===========================
🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
===========================
👕 Visit our CCA merch shop - https://www.bonfire.com/store/commercial-claims-advocate/
===========================
🔊 Spotify: https://spoti.fi/38621Yz
🔊 Google Podcasts: https://bit.ly/GooglePodcastCCS
🔊 Apple Podcasts: https://apple.co/3sbjPIs