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On Boarding —

ClaimLink Solutions

Company Overview

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Section 1: Company Information

Company Name:

Adjuster's First & Last Name:

Phone:

Email Address:

1. How long has your company been in business?

Less than 1 year

1 - 3 years

3 - 5 years

5+ years

2. Which States do you currently operate in?

Work Percentage Insurance:

10%

20%

30%

40%

50%

60%

70%

80%

90%+

4. CRM/Project Management Tool:

JobNimbus

AccuLynx

Company Cam

None

Other

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Section 1: Internal Capabilities

5. Strengths (Check all that apply)

Estimating

Supplementing

Customer Communication

Insurance Negotiations

Scope Only

6. Support Areas Needed

Estimating/Xactimate

Supplement Writing

Admin/Paperwork Organization

Getting Paid Faster

Time Management

Other

7. How many claims are you managing per month?

0-10

11-25

26-50

50+

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Section 3: Expectations & Goal

8. Goals for the next 6-12 months?

9. What does success look like with ClaimLink Solutions?

10. What Services are you interested in?

Estimating/Supplementing

Claim Tracking

CRM Support

Photo Labeling/General Loss Reports (Property Damage Reports)

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Section 4: Claim Assignments (per year)

11. Wind/Hail Claims:

0-99

100-299

300+

12. CAT Claims:

0-99

100-299

300+

13. Fire Claims:

0-99

100-299

300+

14. Non-weather, water claims:

0-99

100-299

300+

Field label

Section 5: Insurance Carriers

Please list insurance carriers/firms you're associated with:

Thank you for contacting us.
We will get back to you as soon as possible.

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ClaimLink Solutions, a subsidiary of National Consulting Solutions, provides back-office support for independent property & casualty adjusters.

We handle the admin — you handle the field.

Best Practice, Always.

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Contact Info

ryan@nationalconsultingsolutions.com 5401 West Kennedy Boulevard, Tampa, Florida 33609, United States

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