Carrier Guidelines & Compliance:  How To Not Get Kicked Off A Roster

Self-Study course

$49.00

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Interpret Carrier Guidelines Like a Pro

Identify non-negotiables, hidden risk language, and proof expectations

Build Claim Files That Speak for Themselves

Create consistent, defensible stories with photos, notes, estimates, and attachments

Develop a Repeatable Compliance System

Reduce stress and increase trust with a system that follows you across carriers

Course Curriculum

10 Chapters · 65 Lessons

  1. 1

    Welcome

    1. (Included in full purchase)

      Welcome

    2. (Included in full purchase)

      Course Objectives

  2. 2

    The Carrier Compliance Reality

    1. (Included in full purchase)

      Overview

    2. (Included in full purchase)

      Why Guidelines Exist (and Why Your Career Depends on Them)

    3. (Included in full purchase)

      Who Writes the Rules, Who Enforces Them, and How You’re Really Scored

  3. 3

    Reading Carrier Guidelines Like a Professional

    1. (Included in full purchase)

      Overview

    2. (Included in full purchase)

      Why Most Adjusters Misread Guidelines (and Pay for It Later)

    3. (Included in full purchase)

      What Carrier Guidelines Are Actually Written to Do

    4. (Included in full purchase)

      The Three-Pass Method (How Professionals Read Guidelines)

    5. (Included in full purchase)

      Guideline Language That Traps Adjusters

    6. (Included in full purchase)

      Translating Guidelines Into Field and Desk Actions

    7. (Included in full purchase)

      The Guideline Autopsy Exercise (Where Learning Locks In)

  4. 4

    The Non-Negotiables

    1. (Included in full purchase)

      Overview

    2. (Included in full purchase)

      Time Is Not About Speed (It’s About Trust)

    3. (Included in full purchase)

      Building a Timeline on Day One

    4. (Included in full purchase)

      Diary Notes: The Most Underrated Compliance Tool

    5. (Included in full purchase)

      First Contact: Where Compliance and Customer Experience Meet

    6. (Included in full purchase)

      Inspection Discipline: Doing It Right the First Time

    7. (Included in full purchase)

      File Hygiene: What Reviewers Notice in the First 30 Seconds

    8. (Included in full purchase)

      The Hidden Cost of “Small” Mistakes

    9. (Included in full purchase)

      Building Non-Negotiables Into Habit

  5. 5

    Proof or It Didn’t Happen

    1. (Included in full purchase)

      Overview

    2. (Included in full purchase)

      Why Proof Matters More Than Accuracy

    3. (Included in full purchase)

      The Proof Triangle (When One Side Fails, the File Fails)

    4. (Included in full purchase)

      Reviewer Psychology: Why They Question You

    5. (Included in full purchase)

      Photo Documentation: Building Evidence, Not Galleries

    6. (Included in full purchase)

      Notes: Where You Prove Thinking, Not Just Action

    7. (Included in full purchase)

      Attachments: The Carrier’s Receipts

    8. (Included in full purchase)

      Proof Gaps That Trigger Reopens

    9. (Included in full purchase)

      Building a Personal Proof Standard

  6. 6

    Money Rules

    1. (Included in full purchase)

      Overview

    2. (Included in full purchase)

      Why Money Rules Exist

    3. (Included in full purchase)

      Repair vs. Replace: Where Trust Is Won or Lost

    4. (Included in full purchase)

      Scope Limits, Caps, and Exclusions (The Invisible Boundaries)

    5. (Included in full purchase)

      O&P: The Most Misunderstood Line Item

    6. (Included in full purchase)

      Depreciation: Explaining the Why, Not Just the Number

    7. (Included in full purchase)

      Prior Approval: Protection, Not Red Tape

    8. (Included in full purchase)

      The “Would This Survive Reassignment?” Test

    9. (Included in full purchase)

      Money Rules as Career Protection

  7. 7

    Exceptions, Conflicts, and Real-World Pressure

    1. (Included in full purchase)

      Overview

    2. (Included in full purchase)

      The Moment Every Adjuster Fears

    3. (Included in full purchase)

      The Decision Hierarchy (What Always Comes First)

    4. (Included in full purchase)

      Recognizing When You’re in an Exception Scenario

    5. (Included in full purchase)

      How Professionals Escalate

    6. (Included in full purchase)

      Documenting Exceptions: Your Shield

    7. (Included in full purchase)

      Vendor, Mitigation, and Emergency Work Conflicts

    8. (Included in full purchase)

      Handling Desk Pressure and Emotional Pushback

    9. (Included in full purchase)

      The Adjuster’s Liability Line

  8. 8

    The Pre-Submit Self-Audit

    1. (Included in full purchase)

      Overview

    2. (Included in full purchase)

      Why QA Finds What You Miss

    3. (Included in full purchase)

      How QA Actually Reviews a File

    4. (Included in full purchase)

      The 60-Second Pre-Submit Audit

    5. (Included in full purchase)

      Common “I Thought That Was Fine” Errors

    6. (Included in full purchase)

      Building a Personal Audit Routine

  9. 9

    Staying on the Roster

    1. (Included in full purchase)

      Overview

    2. (Included in full purchase)

      The Truth About Roster Decisions

    3. (Included in full purchase)

      The Silent Killers

    4. (Included in full purchase)

      Individual Mistakes vs. Performance Patterns

    5. (Included in full purchase)

      How Trust Actually Grows

    6. (Included in full purchase)

      Early Warning Signs You Shouldn’t Ignore

    7. (Included in full purchase)

      Turning Compliance Into Career Leverage

    8. (Included in full purchase)

      Your Personal Roster-Safe System

    9. (Included in full purchase)

      The Long Game Mindset

  10. 10

    Assessment

    1. (Included in full purchase)

      Final Assessment Instructions

    2. (Included in full purchase)

      Final Assessment