Scoping 101


The fundamentals of Scoping and Inspecting the Loss. This training manual has 50 pages full of facts about handling you first claim, safety, how to act and sound like an Adjuster and much more.


Fundamentals of Scoping and Inspecting
Property You will learn what to do and what to expect on day one! Basic Skill sets needed to inspect a loss
Training Manual- 50 pages


The Scoping 101 Training Manual is written to help you understand how to work a claim or loss and complete the inspection. It covers how to inspect in the proper order. The 1st call phone script is included along with how to calculate and measure surfaces such as a trapezoid, triangle, and the parallelogram so you will know how to properly measure the loss. The manuals cover adjuster roles and responsibilities, claim review, customer service, and assessing damage. You will learn on-site storm set-up, mobile set-up, tools, safety, and the fee schedule and how you get paid. The book covers how to get ready for the storm and be ready to Deploy.

These are the topics we will be covering in this manual:  Adjuster Roles and Responsibilities  Initial Claim Review and Notice of Loss (NOL)  Customer Service and On-site Public Relations  Assessing Damages  Appendix―Glossary and Structural Diagrams  Getting Employment as an Independent Adjuster  On-site Storm Set-up: Lodging, Mobile Set-up, Tools, and Safety

Introduction to Methods of Scoping It is important to understand and document the damages caused by a covered peril. As you know from the insurance policy class you just completed, certain damages are covered, and some are not covered in each policy. You must read and interpret each policy correctly. It is very important for you to have a complete understanding of the policy in the state you are working in. Most insurance companies customize their policies.

Our goal is to show you how to accomplish the first half of your job as a Claims Adjuster; how to walk onto the property and properly access the damages in a timely fashion.

Proper scoping of property and evaluation of damages is essential to handling claims. An Adjuster’s goal is to close their claims as quickly and efficiently as possible. This manual and study guide will orientate you with the many facets of this job from the inspection side. Although many claims handling procedures are simple and may even appear to be common sense, there are many procedures that need to be done in the right order to get the job done right. The proper combination and system of procedures will increase your success rate and profits. Learn the proper habits and methods from the start and you will develop a state-of-the-art claim handling system that your customers will appreciate.

As an Independent Adjuster you will be the one in charge of your success in this exciting industry. To make this happen, you need to service the financial and emotional needs of others―the insurance company, the insured, and the adjusting firm you work for.

Covers everything you need to know to write your first scope.


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