Systematic Approach to Claims Handling Process Raises the Bar Click on each
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Consistent Methodology Key to Success "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.
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