File Documentation for Managers Pt. 1 - Nine Most Common Claim File Documentation Errors Your Staff is Making and Why

While adjusters can do many things to enhance the culture and commitment of the service they are trying to provide, probably the most important is file documentation.

There is very little that will determine the direction a claim takes more than file documentation. The issue isn’t just “is there documentation in the file?” but “is the documentation an accurate reflection of the claim?” The answer depends heavily on the file’s documentation quality and timeliness.

Good file documentation can help resolve issues that may arise when there is a misunderstanding between the customer and the adjuster.

In this session, we will review tips to make sure claims professionals avoid file note that are:
  • Vague and ambiguous
  • Incomplete
  • Incorrect
  • Wordy and without purpose
  • Unprofessional
  • Judgmental
  • Rude
  • Condescending
  • Self-inflicting