Tag Archives: student of marketing

When an adjuster is not returning your calls…

Sometimes when an adjuster is not returning your calls, it may be they’ve been transferred to another territory or department.  In a perfect world, you would expect the courtesy of a return call to let you know.  But in reality, that’s probably not going to happen.

So periodically, here’s what you do to make sure you’re not spinning your wheels.  Call a clerical or claim service rep.  Don’t tell them who you are.  Just inquire as to who is responsible for your territory (or line of claim), for example; “Can you tell me who the property claims supervisor for Georgia is?” Or ” Who the worker’s comp adjuster for South Metro is now?”

The clerk will either affirm what you already knew or you’ll find out that your former contact has been replaced or reshuffled.

Reshuffling occurs often in the insurance claims business.  The bad news is that you have to re-build a relationship with someone new.  The good news is that your old contact may re-surface at a new company that may be a source of additional business. Or if the old contact is still at the same company, ask them for an introduction to the new adjuster.

Sharing claims market secrets and sharpening your skills to influence adjusters and insurance companies is what happens at our seminars.

 There’s more to share in my series of webinars and books.  Whether you market restoration, forensic accounting, medical services, or any service to insurance adjusters, you can benefit from my information.  Check out www.petercrosa.net.

Email me (peter@petercrosa.net) with your marketing challenges and we’ll discuss them here (anonymously of course).

Best Regards,

P.S. You can have me come speak to your conference or corporate meetings.  Tell your organizers to call (800) 927-7644.  Peter Crosa

WANT AN EXCLUSIVE AUDIENCE

WITH ADJUSTERS & AGENTS

Invest in Continuing Education

for Agents & Adjusters.  There is no better ROI.

Vendors hire us to present an interesting & interactive “live & engaging” CEU workshop in

Ethics for their Agent/Adjuster contacts.

“We enjoyed the class location and the instructor, it was all very excellent and

we can’t wait for the next one!”

“That was one of the best ethics classes

I have attended, it was interesting,

not boring like the others”

“I have been to many seminars,

this speaker was the best yet!”

 

We’ve conducted workshops across the country

and we can schedule a CE event for you.

 We do the leg work, you get the glory.

email: peter@petercrosa.net or

call me 800.927.7644

Peter Crosa

 

Gatekeepers…

Do they want to do business or not? This was a question posed by an attendee at a past workshop. 

 

He said “I have a prospect who serves as a gatekeeper to vendors who want to provide services to his company.  In true power-trip fashion he personally meets with every anxious vendor to review qualifications.  At times this review takes on an abusive tone.  His points of interest seem arbitrary and he nit-picks over minor matters.  I get the sense that he’s teasing, probing or stalling but I can’t figure out for what purpose.  Does this guy want to do business or not?” 

 

My first thought was that this gatekeeper was “fishing.”  He’s after something and maybe his behavior is designed to get you to say “What will it take to get business from you?”   

 

The key here is to clearly determine what his needs are.  What does he want?  Does he want the most competent vendor?  Or will he accept an adequate vendor who will appreciate a gatekeeper who gives him business.  Maybe the gatekeeper really is just looking for the most cost efficient way to get it done.  Your mission is to determine the needs of the gatekeeper.  This gatekeeper may not be concerned about his employer’s loss ratio or profitability.  Maybe his interests are a bit more selfish than that.   

 

I’m not saying work something out under the table.  This is a tightrope that easily becomes a snare if you make the wrong move.  But zero in on what he’s fishing for.

 

That’s why people buy my books and attend my workshops; to get help in figuring it all out. Check out WWW.petercrosa.netand jack up your advantage.

PJC

For free daily tipz, follow me on www.twitter.com/adjustermarket   

WANT AN EXCLUSIVE AUDIENCE

WITH ADJUSTERS & AGENTS

Invest in Continuing Education

for Agents & Adjusters.  There is no better ROI.

 

Vendors hire us to present an interesting & interactive “live & engaging” CEU workshop in

Ethics for their Agent/Adjuster contacts.

 

“We enjoyed the class location and the instructor, it was all very excellent and

we can’t wait for the next one!”

 

“That was one of the best ethics classes

I have attended, it was interesting,

not boring like the others”

 

“I have been to many seminars,

this speaker was the best yet!”

 
We’ve conducted workshops across the country

and we can schedule a CE event for you.

NOT BORING LIKE OTHER ETHICS PROGRAMS.We do the leg work, you get the glory.

email: peter@petercrosa.net or

call me 800.927.7644

Peter Crosa

“If you fail to plan, you plan to fail.”

Is Monday a good day for you?  Did you hit the ground running because you took a few minutes on Sunday evening to plan the coming week?  Did you start making appointments for this week, last week?

Alfred White, an associate commissioner in Conference-USA tells athletes, “If you fail to plan, you plan to fail.”  It’s fairly simple but oh so true and definitely applies to sales and marketing reps.

Monday is usually a bad day to call on adjusters (in large offices), unless perhaps for lunch or an after hours refreshment break.

That makes it a great day for hard core strategizing, calling on smaller one or two man offices, insurance sales agencies, or sparsely populated regions.

It’s also a great day to meet with your “Collective” or “Master Mind” Group.  This is a group from which you can draw strength and energy in taking on the task of Soft Selling Hardened Claims Adjusters.

Peter Crosa has been a licensed independent adjuster for more than 35 years, handling insurance claims throughout the United States and Latin America. Since 2000, he has traveled across the country conducting seminars and speeches on the topic of marketing restoration services to the insurance claims industry. He is author of the 2013/2014 Restoration Contractors Guide to Insurance Repair. Visit his website at www.petercrosa.net or e-mail him at Peter@petercrosa.net to ask a question.

Draw Close to your Support!

I spoke to two different company adjusters last week.  One in New York and one in Atlanta.  Each one told me that their respective companies had been acquired by two different international firms.  In one case, the new owners were moving the claims operation to Wisconsin and in the other case, no one knew for sure but the general feeling was that they might be out of a job in six to twelve months.

This scenario has increased exponentially under the current economic climate.  The first result is that the relationships with adjusters that you’ve worked to maintain may now be strained (due to economic fears) or completely disintegrated.  This emphasizes the importance of an affiliation be it a national or regional franchise, licensing, or even a loose business association of similar but non-competing vendors.  This is a climate where, not only do you continue to maintain relationships as possible, but you also reinforce your brand to the general market.  The greater the brand recognition is the better off you’ll be.

Not knowing where your clients will end up means that you have to continue positioning your services to the entire market (however nebulous and ever changing it might be).  Draw close to your “Collective Mind” support group ( See Soft-selling Hardened Claims Adjusters at www.petercrosa.net for more info on building a Collective Mind Support Group).SSHCA logo 2

You can make this happen!

I know what it feels like to call on claims managers and be told they can only use an approved vendor and the approved list won’t be added to for another year by some obscure guy in Walla Walla, Wisconsin!

I know what it feels like to work for years servicing an account only to see it disappear overnight when the account is acquired by another company who now locks you out in favor of their own service providers.

I know what it feels like to hit your head against a defensive line of adjusters who don’t want to be sold; don’t want to meet anyone new; and were already blitzed by several vendors before you got there.

Don’t despair.  Someone understands.  You can make this happen.

  • Review your methods continually to find the methodology that fits for you.
  • Stick with our proven game plan to build quality business relationships with adjusters over time.
  • Participate in their claims associations and find ways to educate adjusters without selling them a service by positioning your company as a resource.
  • Multiply your efforts and put the “law of large numbers” to work for you by a steady pace of contacts.
    With over 400 pages, there is nothing like this comprehensive insurance claims marketing manual. It Includes actual Marketing Game Plans created for contractors by Peter Crosa.

    With over 400 pages, there is nothing like this comprehensive insurance claims marketing manual. It Includes actual Marketing Game Plans created for contractors by Peter Crosa.

    Quotes-About-Not-Giving-Up-And-Staying-Positive-5

“That adjuster gave us over a million dollars in business last year…”

…she said to me.

I am a “student of marketing” to insurance adjusters.  I observe vendor’s sales and marketing methods to determine what works, and why; and what doesn’t work, and why not.  One thing I’ve come to learn is that just one adjuster can be responsible for a bump in annual revenue of several hundred thousand or even a million dollars.

The person who told me that is a fellow “student of marketing” and a graduate of my seminar “Soft Selling Hardened Claims Adjusters.” I respect her opinion and admire her skill in finding and building relationships.

One of the greatest challenges to every sales and marketing person is: which adjuster?  Who is the “just one” adjuster that can make that kind of difference in my success?

Complete Marketing Manual Cover

The industry standard, everything you’ve ever wanted to know about marketing to adjusters!