Systematic Approach to Claims Handling Process Raises the Bar
Lon Anderson shares expertise, tools, and insights into improving claims professionalism
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photos by Bryan Harrison, Harrison Promotional Services

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EBCA Secretary Carol Valenzuela, above right checked folks in at the March luncheon meeting, while Kim Tamayo helped members join.

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EBCA Vice President and contributing newsletter writer, Kelly Sullivan, with her latest profile subject, Board Member Stevan Muir, CSAA.

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Long time East Bay member claimsman Ken Pearce now retired, made a surprise appearance at the March luncheon.

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A truly packed house turned-out for the March meeting. 80 people, of third of which were adjusters, attended to hear Lon Anderson.

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Mike Boshard, of Vanderbuilt Construction, and Board Member Susan Spencer, area Branch Mgr. of Cunningham Lindsey, at the March meeting.

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2007 EBCA President, Karen Cowan, was overjoyed and a bit blown away by the capacity crowd in attendance.

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EBCA Past President Bob Tucknott, of Tucknott Electric Co., was well-suited in his Irish green, as seen here with Kelly Symulewski of V and M Restoration, Inc.

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One of the most highly regarded in the local claims community, Lon Anderson shared the importance of methodology in the day-to-day handling of claims.
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Guest speaker Lon Anderson and Restoration Management Company owner Jon Takata at the March East Bay Claims luncheon.

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Lon volunteered Mike Boshard to demonstrate Lon's tool belt pack that he wears to keep him hands-free at a property loss.

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It was a standing room only crowd at the March meeting. All are highly encouraged to get your RSVPs in early for the April 11th meeting.

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Kelly Sullivan, Karen Cowan and Diana Allen, of Aaberg Claims Services, share a laugh.

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L-R: Scott Rively, Crawford and Co.; Ken Pearce, retired; John Cowperthwaite, Bennett, Samuelson, et al; and VP Kelly Sullivan, Summit Ind. Claims Service.

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L-R: Justine Bone, Data Safe; Nathan Roberts, Restoration Mgmt; Kelly Sulliivan; Karen Cowan; Michelle Kaufman, Oregon Mutual; and Brenda Ponce, Oregon Mutual.

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EBCA President Karen Cowan thanked Lon Anderson for sharing his depth of knowledge.

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Frances Hewitt, of Tucknott Electric, put together the festive centerpieces for the March meeting, each of which was given away.

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Bob Tucknott with his likeness from the centerpiece.

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A big thumbs-up on the day from Tom McGyver and Steve Grigsby, of CRDN.

Consistent Methodology Key to Success
By Bryan Harrison

"Take ownership of what you do," instructed long-time industry professional and guru to many, Lon Anderson. Lon was adamant in his opening remarks at the March 14, 2007 luncheon meeting of the East Bay Claims Association. "Create a systematic and proactive approach that works for you," he strongly suggested. "Tailor a system for doing whatever you need to do to regulate your activity, do a thorough job, and do it the same way all the time."

Maintaining a strong positive attitude is a "vital component" as well, he stated. He clarified that he wasn't talking about being falsely sun-shiny, but "keeping a smile in your voice/on your face." He spoke about drawing on your "energy flow from within", and how he centers himself each day to focus on doing the best job he can. That approach is as important, he said, as the pragmatic details of your working system. "I remind myself I'm happy," he stated.

He went on to discuss the importance of establishing and maintaining your own signature methodology. "We demand it fro our experts," he stated. So, we should also demand it of ourselves. "Take a 'photo-journalistic' approach," he advised. "Your own systematic fingerprint on everything you do will allow for a level of consistency and professional that will be unquestionable."

He then went on to illustrate and demonstrate how he goes about scoping a job on a property loss, driving the systematic approach point home. Using the volunteered services of Mike Boshard, Lon demonstrated how he has developed a hands-free method that works really well for him. His intention at each loss site is to accomplish a thorough "one and done" investigation. "I don't want to have to return to the site for more measurements or information," he stated. "So, I'm very thorough in getting all I need the first time there."

He recommended that all adjusters carry a compass to help identify locations, rooms, etc. "Using the first name of the person whose room is involved, rather than 'room 1'," he stated, "goes a long way with your insured toward personalizing their loss experience, and improving customer relations."

Lon's method includes always going counter clockwise in his scope, measuring all openings, and working from the floor up.

The bottom-line, he said, is that creating your own custom systematic approach that works for you will make your job easier, will help you work smarter, not harder, while taking to you to a new level of professionalism in the industry.

Thanks to all our March
Door Prize Sponsors

A-1 Remediation
Belfor Property Restoration
Blue Sky Cleaners
CRDN Bay Area
Coast Construction
Crawford and Company
DataSafe
EFI Global
East Bay Claims Association FRSTeam
Har-Bro General Contractors
PW Stephens Contractors
Phoenix Restoration
Pipe Pros
Pro-Tech Abatement Contractors
Project Time and Cost
Restoration Management Company
ServiceMaster
TempHome Services
Tucknott Electric Co.
V and M Restoration, Inc.
Vanderbuilt Construction

First EBCA
Members Only Event
a Festive Party

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Photo Gallery from
March 15, 2007
Members only event

Thanks to all who attended and helped make this a memorable event.

Get Your RSVP in
Now for a very special
Panel Discussion
at the April 11th EBCA

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Mr. Kelly Taylor
of CSE Insurance will lead a panel, including Dan Adams, of CIG, and Steve Tilghman, of Claims Professional Resources, discussing important claims and coverage issues.

 

January 2007 Meeting | February 2007 | March 15 Members Only event
2006 Highlights
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