How to Handle Insurance Claims

Name: How to Handle Insurance Claims
Rating: 4.6 (7 reviews)

Tips for Good Customer Service, How to use Xactimate, and more!

Created byLinetta Bell

Last updated 9/2023

English

What you'll learn

We'll start with a Personality Test
3 Important Qualities of Customer Service Center
What are High Performing Adjusters Good at?
The Keys to Effective Listening
How to Provide Good Customer Service

Course content

2 sections • 27 lectures • 10h 15m total length

Customer Service Part 125:42
Students can take a personality test to see if they have what takes to become an adjuster. Learn how to create a script for handling calls.
Customer Service Part 225:48
In this section students will learn how to deal with the Insured
Customer Service Part 325:31
Students will learn how to create a script for handling calls.
Customer Service Part 425:24
Students will learn the three types of self-talk.
Customer Service Part 525:15
Students will learn how to ask probing questions.
Become an Insurance Adjuster with GCIAA0:30
Customer Service Part 625:23
Students will learn how to handle stressful calls and to adapt and show empathy towards the insured.
Customer Service Part 725:28
Students will learn how to escalate calls and what calls to escalate to your manager or supervisor.
Customer Service Part 825:41
Students will learn how to take responsibility and handle all calls.
Customer Service Part 925:46
Learn effective listening and time management skills .
Get a New Career0:30
Customer Service Part 1025:44
Have you taken the Customer Service Pledge? Learn what the Customer Service Pledge is and how to start incorporating it into your calls.
Customer Service Part 1125:28
Learn about the insurer's policy limits and what all the insurer qualifies for.
Customer Service Part 1225:22
Students will lean how to evaluate the damage using photos and explain what the insurer will receive.
Customer Service Part 1325:12
Instructor Tonya Walker explains flood insurance and documenting loss. Adjuster Marvin Bell will explain both desk and field adjusting, answer class questions, and taking travel assignments.
Customer Service Part 1425:44
A continue discussion of questions from the class.
Customer Service Part 1512:12
Instructor Tonya Walker and Marvin Bell completed class discussions in this segment and gave topics for the next class.

The Types of Insurance Claims Pt. 125:20
Students will learn how to handle water damage and the anatomy of a roof.
The Types of Insurance Claims Pt. 225:32
Students will learn how to handle a water damage claim.
The Types of Insurance Claims Pt. 324:52
Students will learn what an ITEL Report is, flooring types, and how to determine hail damage.
The Types of Insurance Claims Pt. 421:15
Students will learn the importance of researching prior claims and the state’s specifics on claims. Students will also see how Xactimate works. Download a trial version of Xactimate on Google Chrome at: https://www.xactware.com/store/XACTWARE-PRODUCTS/Xactimate/Demo-Xactimate-For-30-Days/1-83.do
The Types of Insurance Claims Pt. 524:41
We will continue the Xactimate training in this section.
The Types of Insurance Claims Pt. 625:26
More continuation of Xactimate training in this section.
The Types of Insurance Claims Pt. 725:50
More continuation of Xactimate training in this section.
The Types of Insurance Claims Pt. 825:34
More Xactimate training including building estimates for roofs.
The Types of Insurance Claims Pt. 925:35
Students are building estimates and the class gets to give their opinions of the sessions.
The Types of Insurance Claims Pt. 1020:49

Requirements

This course is for newly licensed Insurance Adjusters and those interested in Insurance Adjusting
Good Customer Service skills are needed and an understanding of Insurance Adjusting

Description

How to Handle Insurance Claims course is over 10 hours of video that focuses on tips for good customer service, different types of insurance claims, processing claims, how to use Xactimate and more. This course is designed for students who have received their adjusting license and are new to the adjusting world. Students will learn what an ITEL Report is, flooring types, the anatomy of a roof, and how to determine hail damage. Students will learn the importance of researching prior claims and the state’s specifics on claims. This course was taught by Insurance Adjuster Tonya Walker. Desk Adjuster, Linetta Bell, spoke about flood claims and more and Field Adjuster Marvin Bell, talks about the differences between the desk and field adjusting. This class was taught in-person with virtual attendants with those students asking questions that affect new and seasoned adjusters. At the end of the sessions, Linetta Bell will give you some groups to join on Facebook for adjusters. Linetta will also share certifications to help you land your next adjusting job. If you want to know how to process claims, develop your script to speak with insurers, and learn how to build estimates in Xactimate, this is the course for you!

Who this course is for:

Insurance Adjusters

How to Handle Insurance Claims

What you'll learn

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Course content

Tips To Provide Good Customer Service17 lectures • 6hr 11min