Worksheets, spreadsheets, cheatsheets

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Adjuster licensing strategy guide

I field a lot of questions about adjuster licenses.  How many licenses?  Which ones?  All of them?  What if my home state doesn't require one?  

I invite you to check out my step-by-step guide to getting licensed for catastrophe work.  I truly hope this guide will help you out in your journey to your first storm.


Storm Expense and income spreadsheet (excel)

I put together a basic spreadsheet that you can use to project and track your startup expenses and your ongoing storm expenses.  In addition to that, I've also included an income projection calculator that let's you estimate what your ballpark income should be and how long it'll take you to earn that based on how many claims you can close.

This spreadsheet is a work in progress and I don't foresee it ever being fully "done."  And that's a good thing!  I want you guys to get in there and take it apart and make it better.  

I'll add or subtract as we go along (heh, get it "add or subtract"?  Cuz it's a spreadsheet and math oh nevermind).

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New adjuster deployment guide

Getting started in this industry can be daunting.  Nobody seems to know anything and it's all very mysterious.  But you have to be prepared for your first storm.  It's a MUST.  I put together a simple roadmap to help you on this crazy roadtrip into the unknown.  

Cat claims has been the most rewarding career for me and has give me unparalleled freedom to live my life the way I want to, on my terms.  I hope this guide will help you make the most of your greatest opportunity:  your first deployment.  Success on your first storm will set you up for a long and fulfilling career in claims.  Go big!


Storm Planner and Calendar

As a cat adjuster, your priority is volume.  If you’ve never worked cat, you need to have a plan for your weekly, daily, and hourly schedule.  If it’s light out, you’re on a roof.  You’re not getting paid by the hour.