Every active claim in your workload must have meaningful progress within 2 days.
Adjuster Contact
- MUST reach out via phone to every adjuster on active claims
- Contact cycle resets every 2 days maximum
- Phone contact required — emails alone don't count
Client Updates via Monday
- Update EVERY active claim in Monday.com within 2 days
- Updates must reflect real progress on the file
What Counts as Progress
- Reached out to adjuster via call, text, email; left voicemail; NA yet
- Spoke with adjuster, discussed line items, waiting on response by [date]
- Escalated to adjuster's supervisor
- Sent supplement with supporting documentation
- Scheduled inspection
- Obtained additional vendor quotes
- Filed formal escalation / appraisal demand
- Any action that moves the claim toward settlement
Daily Action Checklist
- Start at 8:00 AM sharp
- Review all active claims
- Identify files needing contact (2-day rule)
- Call, text, email every adjuster on those files
- Update Monday.com with meaningful progress
- Document next action and deadline for each file