Webinar: June 4, 2010
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Discuss the website functionality-Adjuster Portal.
Review the 2010 Adjuster Handbook.
Discuss Claims Handling Procedures.
Learn about ClickClaims CMS.
Explore Nomad’s Excel Workbook capabilities.
Review Creating a PDF Claim File.
Dismiss Adjuster Attendees that have no questions.
Q&A
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 haven’t done so already, go
online, and complete all HR docs.
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Fill out online form fields
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Upload a current Resume
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Upload a current Photo for ID
CLICK SEND!
Fill out the forms listed below:
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New Adjuster Info Sheet
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Adjuster Contract (after practice claim)
NOTE: DO NOT ALTER THE CONTRACT.
THIS WILL NOT BE BINDING UNTIL
MGMT SIGNS IT.
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Background Check Authorization Form
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I-9 Eligibility
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Adjuster Handbook (sign & return form
at the end)
EMAIL THOSE TO ASHLEY MOLONY @
A.MOLONY@NOMADADJUSTING.COM!
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Your Pay Calculation
◦ Your % of Fee Schedule
◦ 100% of Billable Expenses
Pay Day
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Garnishment/Child
Support/IRS Liens
◦ Nomad complies with all
federal and state writs.
◦ 1st & 15th of each month
◦ Cut off for payday
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ID Badges
◦ Will be reinstated upon an
event
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Dress Policy
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Personal Hygiene
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Protecting Company Info
Direct Deposit
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.
◦ Issued on deployment
◦ Provide OM with photo
◦ Business Casual
◦ NO JEANS.
◦ Appropriate footwear.
◦ Self-explanatory
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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.
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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 yearend tax purposes.
◦ If no notice, NOMAD MGMT
RESERVES THE RIGHT TO PULL
ALL CLAIMS FROM YOUR
INVENTORY RESULTING IN NO
PAYMENT FOR THOSE CLAIMS.
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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.
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Licensing
◦ WILL NEVER BE WAIVED
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E-Claim (ClickClaims)
Non-Disclosure
Agreement
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Receipt of Adjuster Handbook and
Employment-At-Will Statement
◦ Sign and Return to Ashley Molony @
a.molony@nomadadjusting.com.
◦ This is part of the HR requirements mentioned earlier.
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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.
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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.
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Field Adjuster
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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.
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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.
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Common Errors
◦ Using SF calculation
instead of LF.
◦ Too many squares of
roofing.
◦ Incorrect invoicing.
 Base Fee Amount
 Tax Rate (if applicable)
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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.
Managing Claims within CMS
Adjuster Dashboard
•File
Counts
•Various Documents
Documents
•Policies,
View
Endorsements, Logo, Letterhead, Client Docs, etc.
List All Claims
Claim Search Results Page
•All
File Statuses
•Edit Opens the Claim File
Claim Summary Page—First 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
Claim Contacts Page—Second Tab
•Add
Existing Contact—Let’s you choose from a list of Nomad Contacts that have already been set
up. (Attorneys, Contractors, Public Adjusters, etc.)
•Add New Contact—This functionality is for administrators only.
If you need to add a new contact to our system, please request this from your Examiner/Manager.
Claim Contacts Page
•Once
you have entered a Claim Contact, all info populates on the page.
Activity/History Information Page—Third 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).
Activity/History Information Page
•Activity
Log Dates
•MUST CLICK SUBMIT TO SAVE.
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.
Manage Documents Page—Fifth Tab
•Loss
Notice, Declarations Page, Client Uploads, File Documents, Invoices, Create Forms, Past Info
•Upload PDF complete claim file, ESX file, contractor’s estimate, etc.
Manage Documents Page—Fifth 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.
Manage Documents Page—Fifth Tab
Invoices Section
•Any
invoices created will be found here, including supplemental invoices.
Claim Review Page—Sixth 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.
Claim Review Page—Sixth Tab
Manager Review Section
•Examiner/Manager
will ask for revisions here.
•Notice the File Status #5, Adjuster Action Required.
HOME
Home Page
Adjuster Action Required Section
•Any
claims that have been rejected will show up here.
Claim Review Page—Sixth 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.
HOME
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
List All Claims
Claim Search Results
•Shows
all Claim Statuses.
•One Claim is Status #6, File Closed.
Accounting
•Lists
Billing Reports
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.
Find Claims
•Pulls
Contact/Appointments
Enter Criteria
Results
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.
How to complete the Nomad
Workbook
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.
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.
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.
Narrative Report Tab
•Self-Explanatory
Statement of Loss (SOL-APS) Tab
•Amounts
will be pulled from Information Tab.
Contents Worksheet Tab
•Fill
out this form, and info auto-populates the Contents Summary Tab.
Contents Worksheet Tab
•These
are all the Special Limits that can be found on the Special Limits Summary Tab.
Contents Summary Tab
•Info
should have auto-populated from the Contents Worksheet Tab.
Excel Loss of Use (ALE) Tab
•Info
auto-populates the Information, Invoice and SOL Tabs.
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.
All claims will be submitted as
one file.
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.
Print Each Applicable Page from
Workbook in Order
File Order
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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)
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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).
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 Nomad’s Mgmt will try to
answer them. (recommended)
• Be patient, as your questions may be answered at the end of the presentation.
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:
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Call into the conference line (toll charges apply). You must first request to be unmuted.
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Speak into your computer’s microphone once you have requested that you be unmuted.
OR
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Type any questions in the box on your desktop, and one of Nomad’s Mgmt will try to answer them.
(recommended)
OUR SUCCESS RELIES ON
YOUR SUCCESS!
Let us know how we can
help you succeed.
Here’s to a great
2010 Hurricane Season!
Thanks,
Nomad Mgmt
Thank you for attending Nomad’s Training Webinar.
Your feedback is welcomed.