Internal Help Center

Operations bible for Claims Ninja team

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How To Do Your Job The Claims Ninja Way
Company History & Trajectory
Systems, Structures & SaaS Stack
Why We Are the Best
Client Expectations Reference
Monday Estimating Dash Tour

CM Core Standard (Non-Negotiable)
CM Constant Rules
Working Hours & Weekly Schedule
Two-Day Contact Cycle
Final Operating Principles

Profit Maximization — Line Item Strategy
Profit Maximization — T&M Strategy
Pre-Loss Condition Builder (PLCB)
ChatGPT Estimate Final Boost Prompts

TCN Xactimate Tour
T&M White Label Tour
External Xactimate Training

Justification Language Library (JLL)
Brelly AI Claim Maximization Prompts
Techniques and Key Phrases
Understanding Insurance Adjusters

Client Communication Plan
Appraisal Procedures Guide

Per Touch Standard
Claims Timeline if NA Communication
Escalation Triggers to Leadership
How/When to Do Requests
Viable Estimate Info Checklist
Client/Policyholder Info Request
More Info Request from Insurance
Requested Supplements
Free Money Supplements
Certificate of Completion (COC)
Public Adjuster SOPs
Appraiser SOPs
Estimate Creation SOP
Negotiation & Settlement Process
2nd Inspection/Estimate Rule
TL: New Claim Assignment
TL: KPI Reviews
Exec: Accidental Direct Pay

Onboarding Curriculum
Project Types & Sequence
3rd Party Education Links
Internal Training Video Index
In-House Document Index

Email Templates
Continuing Education
Internal Profit Points Reference
ChatGPT Prompts 3–11
Brelly Prompts 2–11

Common Mistakes to Avoid
Operations Quick Reference

xactimate resources

TCN Xactimate Tour

Loom walkthrough of TCN vs Whitelabel Xactimate workflow.

cm eyes

TCN Xactimate Tour