TAPIA’s Fall 2016 Conference returns this week to San Antonio’s Menger Hotel. All Texas public adjusters should come join in the education, networking, and fun!

In addition to all the other informative presentations, Evan Wolfe and I will present “Fresh Perspectives on Claim Preparation/Preparing Files For Litigation Success” on Thursday.

A few reasons I invite you to this presentation: As a public insurance adjuster, you no doubt maintain these points in your goals list:

  • GOAL 1: Get your clients promptly paid.
  • GOAL 2: Get your clients fully paid.

If the carrier insists on choosing to break the rules and prevent the above goals, we would encourage you to maintain the following perspective:

  • GOAL 3: What’s the best claim preparation to setup my client to succeed when I recommend moving on to a policyholder attorney?

We will lead an interactive discussion designed to help meet the Goals outlines above:


Although documenting losses with pictures is nothing new, recent experiences give us new ideas to pass along to help meet Goals 1, 2, and 3.


Again, nothing new about reading and understanding the policy for your property damage losses. By constantly studying our craft, though, we sometimes learn from hearing similar points from new perspectives.

Do you read the insurance policy for each loss from the following perspective:

Declarations Page
Insuring Language

We recently learned the DICE method, and hope it helps you as much as it does us.


We may spend the biggest part of the discussion addressing how public adjusters persevere prosecuting policyholder claims. Come share to help make us all better.


We’re big on goals at Merlin Law Group. We check on our Goal Setting and Goal Meeting during the beginning, middle, and end of every year. As a public adjuster, come study with us this week to help us all reach our goals to keep getting better every day.


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