The ClaimWizard Show

There's a myth in public adjusting - and in small business generally - that hitting $1 million in revenue means you've made it. Lynette Young is here to respectfully disagree. In this episode she unpacks why the two-comma club is a vanity metric without the right financial architecture underneath it, and why some PA firm owners actually took home more money when their company was doing $500K than...

In public adjusting, your documentation isn't just paperwork - it's your protection. Every file you put together is telling a story, and that story reflects your professionalism as much as the claim itself. In this episode, Lynette Young makes the case that the biggest risk in your firm doesn't come from insurance carriers or underpaid claims - it comes from inside your own business, in the form o...

Your business runs on your license. Everything else - the claims, the clients, the revenue - depends on that foundation staying intact. In this episode, Lynette Young walks through a practical end-of-year compliance checklist that every public adjusting firm should run before the calendar turns, whether business has been booming or quiet. This is one of the less glamorous episodes of the show, and...

Every January, public adjusters set goals with the best intentions — and by March, it's Doritos on the couch and the same old cycle. The problem isn't motivation. It's that a wish is not a strategy. In this episode, Lynette Young walks through how to build a real, data-grounded plan for your firm — one built on honest assessment, clear metrics, quarterly execution, and accountability structures th...

Most public adjusters who launch their own firm tell themselves the same story: "I'll start paying myself once I get a few more claims." Lynette Young is here to call that out for what it is - a trap. In this episode, she makes the case that paying yourself isn't a reward you earn after everyone else gets paid. It's the first line item, built in from the very beginning, or it never happens at all....

There's a meaningful difference between having a group of talented public adjusters and having a high-performing team — and most firms never close that gap. In this episode, Lynette Young breaks down exactly what separates a collection of rock stars from a cohesive unit that consistently achieves more than the sum of its parts. The episode covers the full arc: hiring for collaboration (not just co...

Public adjusters don't take real vacations - they take pretend ones with a phone in one hand and a laptop in the other. In this episode, Lynette Young breaks down why that happens, what it's actually costing you, and how to build a vacation system that keeps your firm running whether you're at Disney World or dealing with an unexpected family emergency. The core truth of the episode: a real busine...

Closed claims pile up like storm debris. Left unchecked, they don't just clutter your system - they clutter your business, burying your productivity, compliance, and profitability. In this episode, Lynette Young walks you through exactly what a Quarterly Clean-Up Day is, why it's the simplest (and most powerful) operational investment you can make, and how to actually get it done - whether you're...

Join the Wizard Team to learn about the 7 Habits of Highly Effective Public Adjusters! Based on the revolutionary book by Stephen Covey, you will learn how to take these timeless principles and apply them directly to your public adjusting business. Habit 1: Be Proactive Habit 2: Begin With the End in Mind Habit 3: Put First Things First Habit 4: Think Win-Win Habit 5: Seek First to Understand, The...

This show will give you you ways to: Set the talent criteria that best fits your public adjusting company and needs Quickly onboard new hires to become productive and profitable "Grow your own" public adjusting talent Want to Learn More? Learn more about the industry-leading public adjusting claim management solution : https://www.claimwizard.com For more training : https://academy.claimwizard.com...

This Public Adjuster business building podcast will show you: How to level up your online game How to project a professional image How to design your business that showcases your benefits ------- Resources Mentioned ------- DIY Website Building Resources https://claimwizard.com/diy-public-adjuster-website/ https://claimwizard.com/public-adjusting-website-ideas/ Social Media Management MeetEdgar ht...

More business is nearly always better...IF you are prepared! This webinar will show you: How to create "first phone call" Create a triage process specifically for CAT events How to profit from claims you can't take on yourself

Stop wasting time and losing money trying what 'other' Public Adjusting companies have tried to grow or fix their business. You are unique, and your growth solutions should be as well. Learn the Business Hierarchy of Needs and how to determine where your business fits How to find what you should be fixing in your business Why 'sales' and 'profit' are costing you time and money

Not every Public Adjusting company wants to become a franchise, but every one should be set up as if they were! How to create your SoP, Business Plan, Culture of Compliance, Turnkey Setup & MORE! The difference between true franchising, a marketing co-op, company-owned operations, licensing, dealerships, JVs, & MORE Benefits of behaving like a franchise

Your email inbox is barely adequate to manage your email, let alone your business! How to organize your inbox for professional success How to transfer information from your inbox to Claim Management Tool Digital communication methods that work!

Learn how to best spend your time to make the most profit.? This webinar will show you: $1, $10 & $100 Work How to assess your team's strengths to best benefit your business Fit your workload to fit your lifestyle

Want to learn how to close more sales on the first visit? This webinar will show you: Benefits of Using a Sales Deck Process 3-Step Closing Map - Sales Deck Framework How Sales Decks Go Wrong…

-What is a 'workflow'? -Why does my company need to use workflows? •How do I design my workflow? -How can I automate my claim workflow? A workflow consists of an orchestrated and repeatable pattern of activity, enabled by the systematic organization of resources into processes that transform materials, provide services, or process information. It's a "to-do list" that keeps your company accountabl...

Welcome to the ClaimWizard Show! If you are looking for a little magic to improve your public adjusting or related business, keep listening for fresh ideas, interesting insights, growth strategies and exclusive interviews with YOUR industry's top success makers. This show features advice on technology, marketing, and small business best practices to get you making some magic of your own! Mentoring...

-Team Best Practices -Specifics for PA Industry •Etiquette -Security -Setup   The average office worker receives over 120 emails PER DAY. The average person checks their email 15 times a day. The average person has TWO email accounts (one work, one personal.) Ideas to Reduce TEAM STRESS -Internal communication between your team members should be via CHAT (slack.com - Desktop & Mobile, Free & Paid)...

We are sharing some ideas and tips on how your public adjusting company can help others during the COVID-19 coronavirus pandemic. Stay safe! Right now, EVERYONE is uncertain of the future. Health and economic futures for both people and businesses are unknown. As a Public Adjuster, you are accustomed to helping people through very stressful situations. Be a light. Help others. Calm fears. Share kn...

Customer Onboarding - Always Aim To Do The Following 3 Things -Get clients involved within the first 48 hours of contract signing 1. Create & Send New Client Welcome Letter 2. Schedule a Followup Call Within 48 Hours 3. Celebrate Milestones Along the Way -Establish a communication & process workflow -Make your service indispensable Understand Your Client -Make it a point to understand each unique...

Welcome to the ClaimWizard Show! If you are looking for a little magic to improve your public adjusting or related business, keep listening for fresh ideas, interesting insights, growth strategies and exclusive interviews with YOUR industry's top success makers. This show features advice on technology, marketing, and small business best practices to get you making some magic of your own! Most publ...

Welcome to the ClaimWizard Show! If you are looking for a little magic to improve your public insurance adjusting business, keep listening! The ClaimWizard Show is the place to be for fresh ideas, unique insights, growth strategies, and exclusive interviews - not for any ol' business, but YOUR public adjusting business. This show will feature topics catered to your business industry such as techno...