Balance Claims Blog

Entering Your Slow Season? Here’s How To Use It To Your Advantage.

Written by Jason | Nov 1, 2019 2:24:02 PM

We’re only a few months away from the end of this decade. Sounds crazy right?! Use your time wisely during this “slow” winter season and increase your business efficiency, streamline processes and train your team. Here are our top tips and what you should focus on right now.

1. Use A Claim Photo Checklist

Documentation is EVERYTHING when it comes to working an insurance restoration claim – and the old saying is true: a picture is worth 1,000 words. A picture can also be worth $1,000+ in added supplements when it shows actual damage to support the claim.

But what if you have 1,000 images for a claim that are duplicates, blurry, not close, miss damage… In that case, the lack of an image can actually hurt your business.

Even with a tool like CompanyCam that can organize photos for you, your team has to know what exactly to take pictures of.

2. Train for A Proper Damage Assessment with Every Claim

It’s hard to fix a bicycle while you’re riding it. Training your sales team during the busy storm season can feel the same way. Instead, use any downtime during the winter to get ahead with training, especially when it comes to completing a damage assessment for an insurance claim.

3. Where Was Your Time Spent This Year?

As a business owner it’s easy to get swept up in solving problems and putting out fires. But running around like a chicken with your head cut off during peak storm season won’t get you (or your team) anywhere. Now’s the time to reflect and ask yourself:

  • How much time did you spend working in your business vs. working on your business?
  • What did you spend most of your time each day doing?
  • Did any of your activities increase the bottom line this year?

Related: Lack Of Processes Are Killing Your Business And You May Not Know It

Here’s What We Recommend

Review Previous Claims. Going back through claims and files can help shed light on where bottlenecks are happening. Get answers to questions like “which people on your team need the most training?” or “what mistakes are constantly being made?”

Train Your Team with Checklists. Checklists prevent missed items but also build really good habits.

Set Expectations. Going back and having to get more photos or information is not only time consuming and inefficient, it costs you money. Make sure everyone is on the same page, all the time.

Get Expert Help. Need help training, organizing or growing your business? We’ve got you covered. Check out our list of industry partners and get connected to those that can help you.

How are you planning on spending your winter season? We want to hear from you! Join the conversation on Facebook or LinkedIn or send us a message.

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