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Top 3 Ways Claims Adjusters Can Stay Organized


November 29, 2017

Claims adjusters can have a taxing job. You are often always on the go and work with several different clients, all while trying to maintain a great work-life balance as well. Staying organized is key to being your best self for both you and your clients. From mastering your time management skills and staying organized while on the road, to going paperless, use these top three tips to help maximize your workday.

Time Management

As an adjuster, you might be juggling several different claims at once. To give each of your clients the amount of attention they need, collaborate with your team and strive to be efficient with your time. If you find that you are having trouble fitting all of the work into the day, look to see what you can cut. Do you mix your personal agenda items in throughout the day? Even a five-minute call here or a quick email check there can add up.

Next, keep a running to-do list that you prioritize. Consider what needs to be done immediately and put the other items off until you have more free time. Always have a top goal of what needs to be accomplished. Also, make sure everything you are working on fits the overall goals of your business. Anything that does not fall into those buckets should be last on your priority list.

Organization While Traveling

Adjusters work on the road often. If your car also happens to be your second office, keeping a clean and neat system will help you maximize your time. If you haven’t already, make sure your task list is in electronic form. Try one of the seven of the best to-do list apps to keep from having notebooks filled with notes on many different pages. Many of these have the feature to have multiple lists so you can have priorities separated out. Next, purchase a bag that allows you to organize everything you need with you. Bags on wheels can be slightly larger, allowing you to carry more items without adding stress to your shoulder. Organize papers in file folders or in a binder, and keep extra file folders with you as you add more paperwork.

Going Paperless

While it may feel impossible to cut all paper from your work day, you can cut it back as much as possible. Not only will this help out the environment, but will help keep you more organized. First, if you do not have electronic claims, investigate an electronic solution for you and your customers. This will also help reduce mistakes in paperwork. Second, keep your online forms and e-documents organized on your computer. You do not want a cluttered desktop. Take the time to determine a few different folder names that can house your files. Place those on your desktop or in a toolbar.

Increased work flow? How to get assistance with insurance claims will also help keep you efficient. If you need help fitting in all the work, Aspen Claims Service has a team of claims adjusters for both rural and urban locations. We will help you with excess work, and provide you with better service for your customers. Contact us today at claims@aspenclaims.com or 888-819-5904.