Links
Train with Matt
01 FOUNDATIONS
The Foundations Most New Adjusters Skip
Customer Service
Setting Expectations After The Claim
Coverage Decisions & Communicating a Denial
Hidden Storm Damages & Second Opinions
When You Can’t Reach the Insured
Phone Work & Scheduling (Interview with Guy Grand)
Scheduling & Efficiency
Time Blocking for Faster Claim Handling
Building Your Daily Schedule with Time Blocks
How to Run Property Claims (4 Methods)
Three Keys to Successful Claims Handling
Time Tracking & Incremental Efficiency For Faster Claims
Ramp Up Productivity with Batching
Maximize Time by Automating Repetitive Tasks
Closing Claims Your First Week On Deployment
Routing: The Best-Kept Secret in High-Speed Claims Handling
Proven Method for Faster, Simpler Claims (Paper Method)
Why You Should Close Claims On-Site (If Allowed)
Close Claims Faster with a Claims Checklist
Advanced Adjuster Time Management (Replay)
Policy
Endorsements | Adding to, Subtracting from, and Modifying the Policy
ACV and RCV | Understanding How Claims are Paid
Sudden Accidental Direct Physical Loss, Ensuing Damage & Subrogation
HO3 & HO5 | Residential Homeowner's Policies
HO4 | Renters Contents-only Policy
H03 Walkthrough: Overview & Table of Contents
H03 Walkthrough: Insuring Agreement
H03 Walkthrough: Property Coverages Section
H03 Walkthrough: Supplementary Coverages Section I
H03 Walkthrough: Exclusions Section I
H03 Walkthrough: Conditions Section I
H03 Walkthrough: General Conditions
Construction
Basic Roof Repair
Roof Vents Only Repair
Gutter & Downspout Replacement
Patio Covers, Awnings, & Carports
How It's Built: Composition Roofing
Repair Vs. Replace: Matching Roofing & Siding Materials
Roofing Repair Difficulty Factor (RDF)
Shingle Brittleness & Repairability Test
The Ultimate Roofing Field Guide for Adjusters
Siding Materials Every Adjuster Must Know & What if the Insured Wants to Upgrade?
Calculating Ice & Water Shield Based on Roof Pitch, Overhang, & Code
Damage ID
What Is Hail, Composition Shingles, And The Anatomy Of A Hail Impact
Shingle Defects And Poor Installation
Old Roofing: Organic Vs Fiberglass
Heat & Wear Damage To Shingles
Moss, Lichen, & Algae on Shingles
Wind Damage To Comp & Wood Shingles
Soft Metal & Plastic Roof Vents
Real Hail Damage To Composition Shingles
Fraudulent Hail Damage To Composition Shingles
Damage ID Reference Photos (DOWNLOAD)
Roofing Basics, Materials & Hail ID
Granular Loss & Mechanical Damage
What Does Hail Damage Look Like?
Practical Demonstration on Shingle Types
Concrete & Clay Tile Damage ID
Walking Tile Roofs for Damage Inspection
Tile Roof Matching, Repairs & Estimating
Haag: Popped Tabs, Broken Seals & Tabs Not Sealed
Haag: Hail ID Techniques & Certification
02 FIELD
Why Desk Adjusters Still Need To Know Field Operations
Scoping
Basic Gear, Ladder Setup & Insured Introduction
Scoping Direction & Building Rapport with the Insured
Roof Layers, Pitch & Shingle Gauge
Roof Scope Order, Photos & Test Square Placement
Test Squares: What You Need to Know
Hail Hits & Roofing Accessories
Reviewing Your Scope Before You Get Down From the Roof
Elevation Offsets, Fascia & Screens, & No-Damage Photos
Gutters, Doors & Exterior Lighting
Cause of Loss & Repairability Reports
Final Elevation: When to Skip No-Damage Areas
Example Hover Report (DOWNLOAD)
Light Hail Ridealong | Part 1-4
Example Hover Report: Light Hail House (DOWNLOAD)
Water Spot Claim Files (DOWNLOAD)
Mobile Home Supply Line Failure | Part 1-3
Wildland Fire Smoke Claim Scope Walkthrough
Sewer & Drain Backup Files (DOWNLOAD)
Essential Roof Tips | Part 1-2
Interior & Exterior Scope Ticksheets (DOWNLOAD)
Agricultural/Commercial Metal Outbuilding Scope
Scope Dangerous Roofs from the Top of Your Ladder
Claim Photos
Field Math
Parallelogram & Trapezoid Formula
Rafter Length Formula (Pythagorean Theorem)
Siding: Multi-Story & Walkout Basements
Roof Calculations: Gable Ranch + Hip Overbuild
Roof Calculations: Gable + Fan Roof Bay Window
Roof Calculations: Hip Ranch + Gable Overbuild
Roof Calculations: Gazebos & Turret Overbuild
Measuring & Diagrams
Hip Roof, Gutter, & Fascia Tricks & Shortcuts
Siding Trick For Hard To Reach Areas
Roof & Fascia Trick For Hard To Reach Areas
Measure A Hip Roof From The Ground
Diagramming by Hand: Why It Matters
Understanding Roof Diagram Symbols
Karl's Diagram Symbols - Complete List
Scope Sheets
Hand Written Scope With Symbols Ready For Xactimate
Basic Gable + Gable Overbuild Plus Shortcut
Basic Gable + Hip Overbuild Plus Shortcut
Complex Hip + Multiple Overbuilds
Repair Elevation Of Siding Damaged By Tree
Replace Elevation Of Siding Damaged By Hail
Replace Window Wrap Damaged By Tree
Fascia And Framing Damaged By Tree
Thru-Roof Power Mast Repair Damaged By Tree Or Ice Storm
Temp Repair Bills & How To Explain It To The Insured (Electrician, Tree, & Tarp)
03 DESK
Putting It All Together So You Can Get Paid
Estimating in Xactimate (Intro)
Field-Ready Xactimate
Walls, Subrooms, Blocks, and Reference Areas
Finalize and Complete Your Estimates
Field-Ready Sketch
Roof 1: Basic Gable with Offsets & Overbuilds
Roof 2: Basic Hip with Offsets & Overbuilds
Roof 3: Intermediate Gable with Attached Garage and Overbuilds
Roof 4: Advanced Hip with Dormers, Angled Overbuild, & Ran Roof
Generate Walls From Roof Diagram (Siding, Windows & Doors)
Add a Vertical Offset From the Main Roof
Wall Tool & Exterior Elevations
Roof 5: Intermediate Hip Mixed with Gable Offset
Shortcuts from Experienced Adjusters
Xactimate Claim File Process
Macros & Estimating Guides
3 Tab Shingle Wind Roof Repair
Deck Pressure Wash And Refinish
Roof Vents And Soft Metal Hail Damage Repair
Contents, Tech Reports, and Temporary Repairs
Additional Living Expense and Coverage Advances (ALE)
Trees: Complete Policy & Estimating
Xactimate Mobile
Gear Requirements For Xactimate Mobile
NEXT STEPS & THE VAULT
Becoming Deployable in the Eyes of Your IA Firms
Replay Vault
4.8.26 - Hurricane Forecast & Deductible Rules In Xactimate
Industry Vault
What to do after getting your license
Why you won't make it as an IA (and what to do about it)
Fine Line Between Getting Hired & Staying Home
When (and how) to quit your day job
Making $300k in a year with no natural disasters
Crawford Interview: What firms are looking for in new adjusters
What Can You Earn as an Adjuster?
Salary: How Catastrophe Adjusters Get Paid
The truth about how independent insurance adjusters get paid (and more)
Coaching Call: Pay, Firm Rosters, & Required Knowledge
INCOME and EXPENSES for catastrophe property adjusters
What does making $100k+ feel like?
Can you REALLY make $350,000 as an adjuster?
Ten tips to earn more as an adjuster
Become a millionaire as an independent cat adjuster?
Choosing the right firm (Plus, career & claim tips from a pro)
Is NACA worth it? (Plus, Xactimate Cert Exams)
Climbing the Career Ladder in Adjusting: Secrets You Were Never Told
Highest Paying Insurance Claims Jobs
What You Need to Get Deployed with Crawford
Don't fall into these adjuster TRAPS!
Cons of being an independent adjuster
Winter Season in Insurance Adjusting: Opportunities & Challenges
Is a claims job REALLY "recession-proof?"
The Busy Insurance Adjuster's Guide: Staying Fit Amid Travels
Team up or hire an assistant? (Plus, Time & Expense, ITEL, and lasers)
Desk adjusting, tech, and adjuster stories
Is NY license worth it? Plus Felony Charges & Scoping Checklist
Should you work from home as a new IA? (Field vs. Desk, Cat vs. Daily)
How to Get Hired as an Adjuster (NACA Benefits)
How this successful 3 year IA got her start
AI, Claims Photos, and Construction
Falling off of roofs (and other perils of adjusting)
Veteran Adjusting School Update
Managing Finances & Transitioning To Claims
10 Things To Expect on Your First Hurricane
How to earn more on a hurricane
Hurricane Pay, standby, gear, and more for Atlantic Hurricanes
Should you try to work a hurricane if you have no training?
Over 700 claims closed his first year
Negotiating with Contractors - advice from a contractor
Fight Club! Adjusters vs Roofers
How to work with Fire Investigators
Customer Service is more important than anything else
State Farm/Carrier Reconciliation and Contractor Negotiations
Cougar Paws: They'll Keep You Alive
Should you get Rope & Harness Gear?
Hip Roof Shortcuts + Roofing Cheatsheet
How to sketch a roof diagram quickly and CLEANLY
How big should your test square be?
Daily & Cat Clams, Closing on site
Water Mitigation Interview - Dry out or replace?
How claims get approved (time-wasters costing you money)
Should you leave a hail storm to work a hurricane? (Plus, Drones)
What if you can't climb roofs? (Plus important certifications)
How does Standby work? (Plus real earnings numbers, daily claims, and fence tips)
Tech Vault
DocuSketch
Download App & Connect to Camera
Review & Capture Additional Images
Create a Photo Report from Your Tour
Capture Difficult Spaces (Attics, Crawl Spaces, etc.)
Troubleshooting: Getting Help When Stuck
Challenging Multistory Buildings (Hotels, etc.)
Capturing Large Commercial Spaces
Multiple Buildings & Outbuildings
Using DocuSketch Free Through Your IA Firm
Understanding the DocuSketch Ecosystem
DocuSketch Demo
Hallways & Continuous Entry Rooms
Other
Xactimate Mobile Sketch Demo (AR LiDAR)
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