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Surviving a CAT: Transitioning to Automation

In this segment, we dive into how the industry has shifted from small “mom and pop” setups to big firms, focusing on changes in processes and automation over the years. We talk about the challenges modern adjusters face, the need for phased execution in implementing systems, and why keeping the user interface simple and intuitive is crucial for smooth transitions.

Recent Posts

My Personal Development Toolkit & History

I was just on the This Life without Limits podcast: audio here and video here! Purpose of this Post I wanted to compile a master list of concepts I’ve learned to drive personal transformation and how those concepts can be applied to one’s business / professional life. There is more content to come, but there’s […]

The Importance of Data Security in Claims Management Integrations

Imagine an insurance adjusting (IA) firm integrating a new claims management system, transferring sensitive data on active claims, policyholders, and financial details.  During this process, a minor security lapse results in unauthorized access, exposing clients’ personal information. The fallout? Compromised client trust, potential legal ramifications, and a damaged reputation. This scenario highlights why data security […]

How to Choose the Right Integration Partner for Your Claims System

In claims management, third-party integrations are more than technical add-ons—they’re the foundation of operational strength and efficiency.  For insurance adjusting (IA) firms, choosing the right technology partner isn’t just about finding a provider but about aligning with a team that truly understands the industry’s challenges and nuances.  The right partner doesn’t just plug systems together; […]

5 Common Mistakes to Avoid in Claims Management Integrations

Mistake 1: Inadequate Planning Rushing into integration without a detailed plan sets the stage for issues later. Poor preparation often results in missed requirements, underestimated timelines, and inadequate resource allocation. Mistake 2: Overlooking Data Migration Challenges Data migration is one of the most critical yet commonly overlooked aspects of system integration. Problems like incomplete data […]