Being a public adjuster is a tough job, mainly because they have to get policyholders the compensation they deserve for property damage claims. On top of that, managing clients, paperwork, and appointments becomes difficult, which is why public adjusters need assistance. The best solution for such tasks is a customer relationship management (CRM) tool like GoHighLevel. You might think why GoHighLevel? Well, there are multiple reasons for that which I will explain in this article.
Before I proceed, I want to introduce myself. I am Muhammad Nouman, a certified GoHighLevel expert who helps service-based industry professionals manage their workflow effectively. This article will explain how you, as a public adjuster, automate your workflow so that you can save time and focus on more important things.
Challenges Public Adjusters Face in Managing Clients
Let’s start with the reason why you would require a CRM tool and the challenges of managing clients as a public adjuster.
Repetitive Tasks
Public adjusters juggle with client calls, paperwork, follow-ups, and claim tracking. All this cannot be managed manually and is energy-draining.
Client Communication
No client wants to feel left out, especially from their public adjusters. But it’s a mammoth task as a public adjuster to keep their clients updated about their claims all the time.
Missed Appointments
As a public adjuster, you have countless appointments and follow-ups and there is a chance that some important meetings or calls might be missed.
Document Management
Gathering and storing claim-related documents is a hard task especially when several cases are being managed.
How GoHighLevel Can Help You Automate Your Public Adjuster Business?
GoHighLevel is a business automation platform that helps with client engagement and management. The variety of tools that it offers immensely helps service-based businesses and works like public adjusters. The biggest help would be the centralized solution that GoHighLevel offers which will allow public adjusters to manage clients, claims, and scheduling.
To make it simple for you, I am going to explain what benefits can you get with GoHighLevel:
Automation
Gohighlevel allows you to schedule your daily tasks such as email campaigns, appointments, and reminders as it has the ability to integrate with calendars and automated reminders.
Centralized Dashboard
All client information and communications can be easily and simply managed from a centralized dashboard which makes it easier to stay ahead of everything.
Customizable Workflows
Public Adjusters can get Gohighlevel custom according to their business needs and preferences. Whether it is tracking the claims of a client or making a follow-up, everything can be tailored from scratch.
Appointment Scheduling
Calendars can also be integrated with Gohighlevel which allows public adjusters to schedule appointments. Also, both the client and public adjuster will also receive a reminder before the appointment which increases the rate of missed appointments.
A Typical Day of Public Adjuster with Gohighlevel
Here’s how your day would be after I, as a certified GoHighLevel expert streamline your administrative operations to GoHighLevel:
Start of the day (Morning)
You can begin your day by logging into the Gohighlevel dashboard where you will see all their appointments and communications organized in one place. The most relaxing thing is that automated reminders will also be sent to the clients prompting them to be aligned at the meeting’s time or providing additional documents.
Mid-day
You can easily access client records and can update claim statuses or add notes as well (if needed) during your day. Workflow automations continue to run in the background, ensuring that any new task, like sending a claim update, is triggered automatically based on the claim’s progress.
Afternoon
Gohighlevel reminds you to have the scheduled follow-up with the client. You can immediately draft and share a personalized email with the client for further discussion. All is being done from the same platform.
Evening
Before you end your day, you can review the automated insights and reports generated by the content management system. With these insights and reports, you can easily identify which clients need more attention and which cases might need more documentation.
Want your day to look just like this as a public adjuster? Get a free strategy session and let’s discuss how I can make this happen.
Different Workflows That I Can Build For Your Business
Below I have shared different types of workflow that can be made and maintained with Gohighlevel to help public adjusters serve more clients and reduce their operational costs.
New Client on Boarding Workflow
This workflow can be designed to ensure that your clients can receive relevant and required information while they are getting onboard.
Below I have shared the steps that are involved in the process:
Client Onboarding form
When a new client reaches the public adjuster, a form can be sent asking for important details such as policy information and property details.
Welcome Message and Email
Once the form is submitted, an automated SMS or email is to be sent to the client that would provide the client with the claim procedure and the important steps they need to take.
Document Collection Reminder
In case any important documents are not attached or sent by clients, they get a reminder to submit those documents instantly to get the necessary paperwork done.
Claim Acknowledgment
As all the important documents are submitted an automated email will be sent that will confirm the submission along with a timeline of achieving expected milestones.
Follow-Up Sequence
Over the next few weeks, clients will get an automatic update on the progress of their claim and be reminded in case any further information or documents are needed.
Claim Status Update Workflow
This GoHighLevel workflow is designed to keep the client updated with the status of their claim.
Automatic Status Updates
The milestones will be preset on the system and upon their successful completion clients will receive an update about the claim.
Reminder Emails/SMS
At key stages, automated messages can be set to remind or tell them that some necessary documents are needed to move forward with their claim.
Appointment Scheduling
Sometimes it happens that in-person meetings or appointments are needed, so the client will be prompted to schedule a meeting as there is an integrated calendar system.
Communication Log
All the communication or the conversation with the client will be logged in the system which allows the public adjuster to keep track of the history of interactions.
Client Feedback Request
After significant milestones are achieved, an automated SMS or email is sent to the client asking them for their valuable feedback.
Claim documentation workflow
This workflow is designed to do required documentation and submit necessary information promptly all in GoHighLevel.
Document Request Email/SMS
Once you have accessed the claim, an automated message is sent to the client that will outline the required documents needed for processing the claim.
Reminder Sequence
If the client does not submit the required document until a specified timeline prompts the client to submit the documents.
File Upload Integration
Clients can upload the documents by using a secure link integrated into SMS or email.
Document Confirmation
Once the client has submitted the documents, they will receive an email that will confirm the submission of the documents and will also guide them about the next steps.
Milestone Updates
As soon as key documents are reviewed, an email is sent informing the client about the next steps in the claim process.
Take Your Public Adjuster Business to the Next Level
If you are a Public Adjuster and looking forward to getting started with Gohighlevel, I am Muhammad Nouman whom you must contact at your earliest convenience. I will help you to set up a centralized ecosystem and will also personalize it according to your needs as well.
With Gohighlevel your precious time and energy will be saved as with one system your all tasks will be handled easily. Most importantly, instead of worrying about sending emails and scheduling follow-ups, you can focus on getting the claims successful as Gohighlevel can manage the rest of the information easily. Lastly, don’t forget to get your free strategy session with me. I would love to elaborate on how my GoHighLevel expertise can assist you.
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Affiliate Disclosure
Some links in this blog are affiliate links. If you purchase through these links, I may earn a small commission at no extra cost to you. This helps support my work. Thank you!
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