Category Archives: Uncategorized

Draw Close to your Support!

I spoke to two different company adjusters last week.  One in New York and one in Atlanta.  Each one told me that their respective companies had been acquired by two different international firms.  In one case, the new owners were moving the claims operation to Wisconsin and in the other case, no one knew for sure but the general feeling was that they might be out of a job in six to twelve months.

This scenario has increased exponentially under the current economic climate.  The first result is that the relationships with adjusters that you’ve worked to maintain may now be strained (due to economic fears) or completely disintegrated.  This emphasizes the importance of an affiliation be it a national or regional franchise, licensing, or even a loose business association of similar but non-competing vendors.  This is a climate where, not only do you continue to maintain relationships as possible, but you also reinforce your brand to the general market.  The greater the brand recognition is the better off you’ll be.

Not knowing where your clients will end up means that you have to continue positioning your services to the entire market (however nebulous and ever changing it might be).  Draw close to your “Collective Mind” support group ( See Soft-selling Hardened Claims Adjusters at for more info on building a Collective Mind Support Group).SSHCA logo 2



Invest in Continuing Education

for Agents & Adjusters.  There is no better ROI.


Vendors hire us to present an interesting & interactive “live & engaging” CEU workshop in

Ethics for their Agent/Adjuster contacts.


“We enjoyed the class location and the instructor, it was all very excellent and

we can’t wait for the next one!”


“That was one of the best ethics classes

I have attended, it was interesting,

not boring like the others”


“I have been to many seminars,

this speaker was the best yet!”



We’ve conducted workshops across the country

and we can schedule a CE event for you.

NOT BORING LIKE OTHER ETHICS PROGRAMS.We do the leg work, you get the glory.


ith over 400 pages, there is nothing like this comprehensive insurance claims marketing manual. It Includes actual Marketing Game Plans created for contractors by Peter Crosa.

With over 400 pages, there is nothing like this comprehensive insurance claims marketing manual. It Includes actual Marketing Game Plans created for contractors by Peter Crosa.


call me 800.927.7644

Peter Crosa

Claims Conferences: Adjuster Goldmines

You should be aware of the various adjuster conferences happening around the country;  the Windstorm Network, PLRB, CLM, LEA to name a few.  Smart vendors know these are immeasurable opportunities to meet adjusters from around the country.  If your company doesn’t fund trips to these conferences there’s no telling how much business you are failing to develop.

Slowly But Surely

Finally, I’m at a point with this new website where I can start giving you productive tips on marketing to insurance adjusters and agents.  My blog will be coordinated with Twitter & Facebook and that should allow us to stay in touch, communicating on the challenges you encounter in dealing with insurance adjusters on claims where you just want to do a good job and get paid for what you did.

But since it’s Saturday and raining dogs & cats in Clearwater Beach, we all should do something fun.

Restoration Marketing Strategies in Chicago June 4th & 5th

Here are 10 reasons why you or someone from your firm should attend our workshop; “Restoration Marketing Strategies” in Chicago June 4th & 5th.

1. You want more business from insurance adjusters.
2. You want to improve the level of adjusters you get business from.
3. You want to understand how adjusters make decisions to retain vendors like you.
4. You want to understand how the insurance industry operates.
5. You want to know if you should stay one or try to become a “Preferred Vendor?”
6. You want to know about more opportunities to exhibit your services at conferences or conventions attended by insurance claims adjusters.
7. You want to know how to build your list of insurance claims contacts.
8. You want to know how and where to advertise to get more attention from claims adjusters.
9. You want to know if you’re wasting your time and money on the “Free Lunch Groupies.”
10. You want to know what is the single most effective way to endear your company to claims adjusters.

Invest in your future. Send your marketing people or come yourself to be energized and transformed. Register now! Class sizes are limited.

Discounts are available for two or more.

When Does An Adjuster Make The Decision To Call A Resource (Like You) To Service A Claim?

It’s at that moment that he or she opens the new file and reviews the details of that claim. As the adjuster reviews she is deciding that she’ll need a resource (such as a contractor or forensic engineer or accountant or nurse case manager, etc)

It’s at that very instant that you wish you could be standing right in front of her telling her about what your firm could do for her in this case and that you are ready and able to roll with it. But that moment doesn’t happen very often.

There is a way to be in the adjuster’s psyche at that moment that they decide they need you. We talk about this at our workshops that are designed to help service providers build stronger relationships with adjusters. Don’t miss an opportunity to attend the next one.

When They Don’t Return Your Call . .

Sometimes when an adjuster is not returning your calls, it may be they’ve been transferred to another territory or department. In a perfect world you would expect the courtesy of a return call to let you know. But in reality, that frequently doesn’t happen.

So periodically, here’s what you do to make sure you’re not spinning your wheels. Call a clerical or claim service rep. Don’t tell them who you are. Just inquire as to who is responsible for your territory (or line of claim); i.e. “Can you tell me who the property claims supervisor for Georgia is?” Or “Who the worker’s comp adjuster for South Metro is now?”

The clerk will either affirm what you already knew or you’ll find out that your former contact has been replaced or reshuffled.
Reshuffling occurs often in the insurance claims business. The bad news is that you have to re-build a relationship with someone new. The good news is that your old contact may re-surface at a new company that may be a source of additional business. Or if the old contact is still at the same company, ask them for an introduction to the new adjuster.
Sharing claims market secrets and sharpening your skills to influence adjusters and insurance companies is what happens at our workshops. Don’t miss an opportunity to attend our next workship.