Webinar: June 4, 2010 Slide 2 Discuss the website
functionality-Adjuster Portal. Review the 2010 Adjuster Handbook.
Discuss Claims Handling Procedures. Learn about ClickClaims CMS.
Explore Nomads Excel Workbook capabilities. Review Creating a PDF
Claim File. Dismiss Adjuster Attendees that have no questions. Q
& A Slide 3 Find everything online 1.www.nomadadjusting.com
2.Adjuster Page, scroll to bottom Nomad Login: Nomad2010 3.Brings
you to Adjuster Portal Page for HR Docs. If you havent done so
already, go online, and complete all HR docs. Fill out online form
fields Upload a current Resume Upload a current Photo for ID CLICK
SEND! Fill out the forms listed below: New Adjuster Info Sheet
Adjuster Contract (after practice claim) NOTE: DO NOT ALTER THE
CONTRACT. THIS WILL NOT BE BINDING UNTIL MGMT SIGNS IT. Background
Check Authorization Form I-9 Eligibility Adjuster Handbook (sign
& return form at the end) EMAIL THOSE TO ASHLEY MOLONY @
[email protected]! Slide 4 Your Pay Calculation Your % of
Fee Schedule 100% of Billable Expenses Pay Day 1 st & 15 th of
each month Cut off for payday Direct Deposit Will be reinstated
upon an event Reconciliations Update this year, CMS can generate
report for you. New updates will integrate QuickBooks and CMS
allowing for more claims info on QB reports. Garnishment/Child
Support/IRS Liens Nomad complies with all federal and state writs.
ID Badges Issued on deployment Provide OM with photo Dress Policy
Business Casual NO JEANS. Appropriate footwear. Personal Hygiene
Self-explanatory Protecting Company Info Slide 5 Constant
Communication with Nomad Mgmt is required. No contact for 48 hours,
NOMAD MGMT RESERVES THE RIGHT TO PULL ALL CLAIMS FROM YOUR
INVENTORY RESULTING IN NO PAYMENT FOR THOSE CLAIMS. No claims
submitted on a CAT within 7 days of receipt, NOMAD MGMT RESERVES
THE RIGHT TO PULL ALL CLAIMS FROM YOUR INVENTORY RESULTING IN NO
PAYMENT FOR THOSE CLAIMS. If You Must Leave Us Give as much notice
as possible. This will be noted in regards to future employment.
Tell OM if you move for year- end tax purposes. If no notice, NOMAD
MGMT RESERVES THE RIGHT TO PULL ALL CLAIMS FROM YOUR INVENTORY
RESULTING IN NO PAYMENT FOR THOSE CLAIMS. Slide 6 Substance Abuse
WILL NOT BE TOLERATED. You are required to provide Background
Authorization Form. Certain clients may also require a Drug Test.
You must comply to handle claims. Licensing WILL NEVER BE WAIVED
E-Claim (ClickClaims) Non-Disclosure Agreement Slide 7 Receipt of
Adjuster Handbook and Employment-At-Will Statement Sign and Return
to Ashley Molony @ [email protected]. This is part of the
HR requirements mentioned earlier. Slide 8 Computer Skills and
Requirements Own a computer with ample memory and speed to run
Xactimate and ClickClaims. Have high-speed internet connection for
web-based ClickClaims and document transfer. Be computer literate
so as to quickly navigate ClickClaims CMS requiring little
supervision. Know how to build a PDF claim file. NOT MANY
INDIVIDUAL FILES UPLOADED SEPARATELY. Have mastery of Xactimate
estimating software. Purchase and install PDF Factory prior to
orientation. (www.fineprint.com) Purchase and install Microsoft
Excel prior to orientation. Slide 9 Team Leader In client office or
Nomad office. Manage adjuster production. Reports to Nomad Mgmt.
File audits. Communicates changes to adjusters. Manages adjuster
complaints and inquiries, including follow-up. Field Adjuster
Acknowledge claim. First contact. Inspection. Estimates.
Settlement. Various Reports. Activity Logs (CMS). Invoicing.
Photos. Diagram. Supporting documents. Proof of Loss, Denial
Letter, Reservation of Rights, SIU Referral, & Underwriting
Referral (if required). Reserve changes. Slide 10 File Examiner
Resolve technical claims issues. Identify file requirements issues.
Identify price guide issues. Responsible for consistent coverage
interpretations, team production, quality and customer service.
Reports to client mgmt and/or Nomad Mgmt. Will work at designated
location. Common Errors Using SF calculation instead of LF. Too
many squares of roofing. Incorrect invoicing. Base Fee Amount Tax
Rate (if applicable) Slide 11 Final Steps to Completing the Claim
Upload ESX file along with PDF File. YOUR PAY MAY BE HELD UNTIL
THIS FILE IS IN CMS. If client requires, Mail insureds their copies
of Statements of Loss and Estimates. Supplies provided. More can be
picked up from CAT office if necessary. Slide 12 Managing Claims
within CMS Slide 13 Adjuster Dashboard File Counts Various
Documents Slide 14 Documents View Policies, Endorsements, Logo,
Letterhead, Client Docs, etc. Slide 15 List All Claims Claim Search
Results Page All File Statuses Edit Opens the Claim File Slide 16
Claim Summary PageFirst Tab Status Automatically Changes to #2
Adjuster Received/Working when Adjuster Opens the Claim Provides
Insured, Client, Examiner, Adjuster, & Policy Information NEW
UPDATE: Claim Code Slide 17 Claim Contacts PageSecond Tab Add
Existing ContactLets you choose from a list of Nomad Contacts that
have already been set up. (Attorneys, Contractors, Public
Adjusters, etc.) Add New ContactThis functionality is for
administrators only. If you need to add a new contact to our
system, please request this from your Examiner/Manager. Slide 18
Claim Contacts Page Once you have entered a Claim Contact, all info
populates on the page. Slide 19 Activity/History Information
PageThird Tab File Activity Notes Create New Activity Note-Click
Button (not pictured), and Type note. NEW UPDATE: Ability to paste
from other program. Note the restrictions (No Tables). Also, SPELL
CHECK IS AVAILABLE! NEW UPDATE: Time & Expense Tracking. MUST
CLICK SUBMIT TO SAVE (not pictured). Slide 20 Activity/History
Information Page Activity Log Dates MUST CLICK SUBMIT TO SAVE.
Slide 21 Indemnity/Billing Information Page Enter Gross
Repair/Replacement Costs. Enter Adjuster/Expenses, Photos, mileage,
other adjuster expenses (if applicable). MUST CLICK SUBMIT BILLING
INFORMATION/UPDATE TOTALS TO SAVE (not pictured). Examiner/Manager
will create the invoice in CMS. Slide 22 Manage Documents PageFifth
Tab Loss Notice, Declarations Page, Client Uploads, File Documents,
Invoices, Create Forms, Past Info Upload PDF complete claim file,
ESX file, contractors estimate, etc. Slide 23 Manage Documents
PageFifth Tab File Documents Section Click Upload A Document. This
will allow you to upload FIVE documents at one time, if needed.
Note: You must CHECK the box if the file is ready for Management
Review. This moves the claim to Status #3 Pending Manager Review
and sends an email to Manager. Slide 24 Manage Documents PageFifth
Tab Invoices Section Any invoices created will be found here,
including supplemental invoices. Slide 25 Claim Review PageSixth
Tab Adjuster Review Section Mention/Question any items the
Examiner/Manager might need to note. (those that do not need to be
included in Activity Log) Notice the File Status #3, Pending
Manager Review. Slide 26 Claim Review PageSixth Tab Manager Review
Section Examiner/Manager will ask for revisions here. Notice the
File Status #5, Adjuster Action Required. Slide 27 Home Page
Adjuster Action Required Section Any claims that have been rejected
will show up here. HOME Slide 28 Claim Review PageSixth Tab Manager
Review Section Examiner/Manager will note when the file is approved
and sent to carrier. Notice the File Status #4, Approved for
Closure. Slide 29 Home Page Approved for Closure Section Any claims
that have been approved for closure (File Status #4) will appear
here. Note that File Status #6, File Closed indicates that Nomad
has received payment and will issue your commission the next
payday. HOME Slide 30 Home List All Claims Claim Search Results
Shows all Claim Statuses. One Claim is Status #6, File Closed.
Slide 31 Accounting Billing Reports Lists all Status #6 Claims, the
Billing Info, the Adjuster Commission + Expenses. Create this
periodically to double-check your Paydays. Sort by CMS# or Invoice#
(usually the Claim#). Billing Report Search Results generates a
spreadsheet that can be downloaded into Excel. Slide 32 Find Claims
Contact/Appointments Enter Criteria Results Pulls up a list of all
claims with that criteria so you can enter info for multiple claims
at once. Enter Initial Contact, Contact Type, Detail/Notes, Date.
MUST CLICK SAVE TO ADD ALL INFO TO CLAIMS. Slide 33 How to complete
the Nomad Workbook Slide 34 Manage Documents Page Forms Section
Click Create Form and List Appears. Click the Form you want to
Create. Excel Workbook for this Purpose. SAVE TO DESKTOP before
altering it. Slide 35 Information Tab Type in the Information Page.
Info will Auto-Populate the other pages (excluding Contents Forms).
Fill out Tax Rate (if applicable) on this page. NOTE: UNPROTECTING
THIS WORKBOOK COULD ALTER THE FORMULAS. Slide 36 Invoice Tab
Insured Info, Adjuster Info, Client Info Auto-Populated. Fill out
Fee Schedule and Other Expenses (if applicable). Formulas are Set
to Calculate Correctly. Slide 37 Narrative Report Tab
Self-Explanatory Slide 38 Statement of Loss (SOL-APS) Tab Amounts
will be pulled from Information Tab. Slide 39 Contents Worksheet
Tab Fill out this form, and info auto-populates the Contents
Summary Tab. Slide 40 Contents Worksheet Tab These are all the
Special Limits that can be found on the Special Limits Summary Tab.
Slide 41 Contents Summary Tab Info should have auto-populated from
the Contents Worksheet Tab. Slide 42 Excel Loss of Use (ALE) Tab
Info auto-populates the Information, Invoice and SOL Tabs. Slide 43
Special Limits Summary Tab Helps to track Special Limits and
assists in absorbing the deductible. Note that you can edit the SL
Categories, and there are blank lines to add additional SL that may
be specific to a policy. Slide 44 All claims will be submitted as
one file. Slide 45 Creating a PDF File From Invoice Tab, File to
Print (or Windows Icon to Print), Choose pdfFactory as your
Printer, Select Active Sheet(s), Click OK. This brings up PDF
version of Invoice page. Minimize (DO NOT CLOSE) this page. Slide
46 File Order Print Each Applicable Page from Workbook in Order
Invoice from Excel Workbook Narrative Report General Correspondence
(PA/Attorney, Letters) Activity Log (screen capture from CMS)
Statement of Loss Estimate Diagram Photos Supporting Docs
(contractor estimate) Personal Property Forms Receipts, Invoices
Loss of Use Mileage Map (if applicable) With PDF File minimized,
return to Excel Workbook and choose the next applicable Tab. Repeat
previous steps. When the order requires a file not within the
Workbook, minimize the Workbook, pull up the appropriate program,
scan, etc. and print those items to pdfFactory. Repeat steps as
necessary until you have created a complete claim file as defined
on the left. Save your PDF file as: Final Report insureds last name
Claim # (unless client requests otherwise). Slide 47 Nomad Mgmt
will go through a live demonstration of all the material that is
covered in this PowerPoint Presentation in an effort to further
clarify the material. As we progress through this segment of the
training, please feel free to type any questions in the box on your
desktop, and one of Nomads Mgmt will try to answer them.
(recommended) Be patient, as your questions may be answered at the
end of the presentation. Slide 48 For those of you that feel
confident that you understand all the materials that we covered,
you are dismissed and thanks for coming. For those of you that
would like further explanation on items discussed today, please
feel free to either: Call into the conference line (toll charges
apply). You must first request to be unmuted. Speak into your
computers microphone once you have requested that you be unmuted.
OR Type any questions in the box on your desktop, and one of Nomads
Mgmt will try to answer them. (recommended) Slide 49 OUR SUCCESS
RELIES ON YOUR SUCCESS! Let us know how we can help you succeed.
Heres to a great 2010 Hurricane Season! Thanks, Nomad Mgmt Thank
you for attending Nomads Training Webinar. Your feedback is
welcomed.
