Webinar: June 4, 2010

 Discuss the website functionality-Adjuster Portal.

 Review the 2010 Adjuster Handbook.
 Discuss Claims Handling Procedures.
 Learn about ClickClaims CMS.
 Explore Nomad’s Excel Workbook capabilities.
 Review Creating a PDF Claim File.
 Dismiss Adjuster Attendees that have no questions.
 Q&A
 Find everything online
1. www.nomadadjusting.com
2. Adjuster Page, scroll to bottom
• Nomad Login: Nomad2010
3. Brings you to Adjuster Portal
Page for HR Docs.
If you haven’t done so already, go
online, and complete all HR docs.
• Fill out online form fields
• Upload a current Resume
• Upload a current Photo for ID
CLICK SEND!
Fill out the forms listed below:
• New Adjuster Info Sheet
• Adjuster Contract (after practice claim)
NOTE: DO NOT ALTER THE CONTRACT.
THIS WILL NOT BE BINDING UNTIL
MGMT SIGNS IT.
• Background Check Authorization Form
• I-9 Eligibility
• Adjuster Handbook (sign & return form
at the end)
EMAIL THOSE TO ASHLEY MOLONY @
A.MOLONY@NOMADADJUSTING.COM!
 Your Pay Calculation
◦ Your % of Fee Schedule
◦ 100% of Billable Expenses
 Pay Day
◦ 1st & 15th of each month
◦ Cut off for payday
 Direct Deposit
◦ Will be reinstated upon an
event
 Reconciliations
◦ Update this year, CMS can
generate report for you.
◦ New updates will integrate
QuickBooks and CMS
allowing for more claims
info on QB reports.
 Garnishment/Child
Support/IRS Liens
◦ Nomad complies with all
federal and state writs.
 ID Badges
◦ Issued on deployment
◦ Provide OM with photo
 Dress Policy
◦ Business Casual
◦ NO JEANS.
◦ Appropriate footwear.
 Personal Hygiene
◦ Self-explanatory
 Protecting Company Info
 Constant Communication
with Nomad Mgmt is
required.
◦ No contact for 48 hours,
NOMAD MGMT RESERVES THE
RIGHT TO PULL ALL CLAIMS
FROM YOUR INVENTORY
RESULTING IN NO PAYMENT
FOR THOSE CLAIMS.
◦ No claims submitted on a CAT
within 7 days of receipt,
NOMAD MGMT RESERVES THE
RIGHT TO PULL ALL CLAIMS
FROM YOUR INVENTORY
RESULTING IN NO PAYMENT
FOR THOSE CLAIMS.
 If You Must Leave Us
◦ Give as much notice as
possible.
◦ This will be noted in regards
to future employment.
◦ Tell OM if you move for year-
end tax purposes.
◦ If no notice, NOMAD MGMT
RESERVES THE RIGHT TO PULL
ALL CLAIMS FROM YOUR
INVENTORY RESULTING IN NO
PAYMENT FOR THOSE CLAIMS.
 Substance Abuse  Licensing
◦ WILL NOT BE ◦ WILL NEVER BE WAIVED
TOLERATED.  E-Claim (ClickClaims)
◦ You are required to Non-Disclosure
provide Background
Agreement
Authorization Form.
◦ Certain clients may
also require a Drug
Test. You must
comply to handle
claims.
 Receipt of Adjuster Handbook and
Employment-At-Will Statement
◦ Sign and Return to Ashley Molony @
a.molony@nomadadjusting.com.
◦ This is part of the HR requirements mentioned earlier.
 Computer Skills and Requirements
◦ Own a computer with ample memory and speed to run Xactimate
and ClickClaims.
◦ Have high-speed internet connection for web-based ClickClaims
and document transfer.
◦ Be computer literate so as to quickly navigate ClickClaims CMS
requiring little supervision.
◦ Know how to build a PDF claim file.
 NOT MANY INDIVIDUAL FILES UPLOADED SEPARATELY.
◦ Have mastery of Xactimate estimating software.
◦ Purchase and install PDF Factory prior to orientation.
(www.fineprint.com)
◦ Purchase and install Microsoft Excel prior to orientation.
 Team Leader  Field Adjuster
◦ In client office or ◦
◦
Acknowledge claim.
First contact.
Nomad office. ◦ Inspection.
◦ Manage adjuster ◦ Estimates.
Settlement.
production. ◦
◦ Various Reports.
◦ Reports to Nomad ◦ Activity Logs (CMS).
Mgmt. ◦
◦
Invoicing.
Photos.
◦ File audits. ◦ Diagram.
◦ Supporting documents.
◦ Communicates changes ◦ Proof of Loss, Denial Letter, Reservation
to adjusters. of Rights, SIU Referral, & Underwriting
Referral (if required).
◦ Manages adjuster ◦ Reserve changes.
complaints and
inquiries, including
follow-up.
 File Examiner  Common Errors
◦ Resolve technical claims ◦ Using SF calculation
issues. instead of LF.
◦ Identify file requirements ◦ Too many squares of
issues. roofing.
◦ Identify price guide ◦ Incorrect invoicing.
issues.  Base Fee Amount
◦ Responsible for  Tax Rate (if applicable)
consistent coverage
interpretations, team
production, quality and
customer service.
◦ Reports to client mgmt
and/or Nomad Mgmt.
◦ Will work at designated
location.
 Final Steps to Completing the Claim
◦ Upload ESX file along with PDF File.
YOUR PAY MAY BE HELD UNTIL THIS FILE IS IN CMS.
◦ If client requires, Mail insureds their copies of
Statements of Loss and Estimates.
 Supplies provided.
 More can be picked up from CAT office if necessary.
Managing Claims within CMS
Adjuster Dashboard
•FileCounts
•Various Documents
 Documents View
•Policies, Endorsements, Logo, Letterhead, Client Docs, etc.
List All Claims Claim Search Results Page
•AllFile Statuses
•Edit Opens the Claim File
 Claim Summary Page—First Tab
•Status Automatically Changes to #2 Adjuster Received/Working when Adjuster Opens the Claim
•Provides Insured, Client, Examiner, Adjuster, & Policy Information
•NEW UPDATE: Claim Code
 Claim Contacts Page—Second Tab
•Add Existing Contact—Let’s you choose from a list of Nomad Contacts that have already been set
up. (Attorneys, Contractors, Public Adjusters, etc.)
•Add New Contact—This functionality is for administrators only.

If you need to add a new contact to our system, please request this from your Examiner/Manager.
 Claim Contacts Page
•Once you have entered a Claim Contact, all info populates on the page.
 Activity/History Information Page—Third Tab
File Activity Notes
•CreateNew Activity Note-Click Button (not pictured), and Type note.
NEW UPDATE: Ability to paste from other program. Note the restrictions (No Tables).
Also, SPELL CHECK IS AVAILABLE!
NEW UPDATE: Time & Expense Tracking.
• MUST CLICK SUBMIT TO SAVE (not pictured).
Activity/History Information Page
•Activity
Log Dates
•MUST CLICK SUBMIT TO SAVE.
 Indemnity/Billing Information Page
•Enter
Gross Repair/Replacement Costs.
•Enter Adjuster/Expenses, Photos, mileage, other adjuster expenses (if applicable).

•MUST CLICK SUBMIT BILLING INFORMATION/UPDATE TOTALS TO SAVE (not pictured).

•Examiner/Manager will create the invoice in CMS.

 Manage Documents Page—Fifth Tab
•Loss Notice, Declarations Page, Client Uploads, File Documents, Invoices, Create Forms, Past Info
•Upload PDF complete claim file, ESX file, contractor’s estimate, etc.
 Manage Documents Page—Fifth Tab
File Documents Section
•ClickUpload A Document. This will allow you to upload FIVE documents at one time, if needed.
•Note: You must CHECK the box if the file is ready for Management Review.

•This moves the claim to Status #3 Pending Manager Review and sends an email to Manager.
 Manage Documents Page—Fifth Tab
Invoices Section
•Any invoices created will be found here, including supplemental invoices.
 Claim Review Page—Sixth Tab
Adjuster Review Section
•Mention/Question any items the Examiner/Manager might need to note.
(those that do not need to be included in Activity Log)
•Notice the File Status #3, Pending Manager Review.
 Claim Review Page—Sixth Tab
Manager Review Section
•Examiner/Manager will ask for revisions here.
•Notice the File Status #5, Adjuster Action Required.
 HOME

Home Page
Adjuster Action Required Section
•Any claims that have been rejected will show up here.
 Claim Review Page—Sixth Tab
Manager Review Section
•Examiner/Manager will note when the file is approved and sent to carrier.
•Notice the File Status #4, Approved for Closure.
 HOME

Home Page
Approved for Closure Section
•Any claims that have been approved for closure (File Status #4) will appear here.
•Note that File Status #6, File Closed indicates that Nomad has received payment and

will issue your commission the next payday.

Home List All Claims Claim Search Results
•Shows all Claim Statuses.
•One Claim is Status #6, File Closed.
 Accounting Billing Reports
•Lists all Status #6 Claims, the Billing Info, the Adjuster Commission + Expenses.
•Create this periodically to double-check your Paydays. Sort by CMS# or Invoice# (usually the Claim#).

•Billing Report Search Results generates a spreadsheet that can be downloaded into Excel.
Find Claims Contact/Appointments Enter Criteria Results
•Pulls up a list of all claims with that criteria so you can enter info for multiple claims at once.
•Enter Initial Contact, Contact Type, Detail/Notes, Date.

•MUST CLICK SAVE TO ADD ALL INFO TO CLAIMS.

How to complete the Nomad
Workbook
 Manage Documents Page
Forms Section
•ClickCreate Form and List Appears.
•Click the Form you want to Create. Excel Workbook for this Purpose.

•SAVE TO DESKTOP before altering it.

 Information Tab
•Type in the Information Page. Info will Auto-Populate the other pages (excluding Contents Forms).
•Fill out Tax Rate (if applicable) on this page.

•NOTE: UNPROTECTING THIS WORKBOOK COULD ALTER THE FORMULAS.

 Invoice Tab
•Insured Info, Adjuster Info, Client Info Auto-Populated.
•Fill out Fee Schedule and Other Expenses (if applicable).

•Formulas are Set to Calculate Correctly.

Narrative Report Tab
•Self-Explanatory
Statement of Loss (SOL-APS) Tab
•Amounts will be pulled from Information Tab.
 Contents Worksheet Tab
•Fill out this form, and info auto-populates the Contents Summary Tab.
 Contents Worksheet Tab
•These are all the Special Limits that can be found on the Special Limits Summary Tab.
 Contents Summary Tab
•Info should have auto-populated from the Contents Worksheet Tab.
 Excel Loss of Use (ALE) Tab
•Info auto-populates the Information, Invoice and SOL Tabs.
 Special Limits Summary Tab
•Helps to track Special Limits and assists in absorbing the deductible.
•Note that you can edit the SL Categories, and

there are blank lines to add additional SL that may be specific to a policy.
All claims will be submitted as
one file.
 Creating a PDF File
•From Invoice Tab, File to Print (or Windows Icon to Print), Choose pdfFactory as your Printer,
Select Active Sheet(s), Click OK.
•This brings up PDF version of Invoice page.

•Minimize (DO NOT CLOSE) this page.

 Print Each Applicable Page from
File Order Workbook in Order

 Invoice from Excel  With PDF File minimized,

Workbook return to Excel Workbook and
 Narrative Report choose the next applicable
Tab.
 General Correspondence  Repeat previous steps.
(PA/Attorney, Letters)

 Activity Log (screen capture from CMS)  When the order requires a file
not within the Workbook,
 Statement of Loss minimize the Workbook, pull
 Estimate up the appropriate program,
 Diagram scan, etc. and print those
items to pdfFactory.
 Photos  Repeat steps as necessary
 Supporting Docs (contractor estimate) until you have created a
 Personal Property Forms complete claim file as
 Receipts, Invoices defined on the left.
 Save your PDF file as:
 Loss of Use “Final Report insureds last name Claim #”
 Mileage Map (if applicable) (unless client requests otherwise).
Nomad Mgmt will go through a live demonstration of all
the material that is covered in this PowerPoint
Presentation in an effort to further clarify the material.

• As we progress through this segment of the training, please feel free to type any
questions in the box on your desktop, and one of Nomad’s Mgmt will try to
answer them. (recommended)

• Be patient, as your questions may be answered at the end of the presentation.

For those of you that feel confident that you understand all the materials that we
covered, you are dismissed and thanks for coming.

For those of you that would like further explanation on items discussed today, please
feel free to either:

• Call into the conference line (toll charges apply). You must first request to be unmuted.

• Speak into your computer’s microphone once you have requested that you be unmuted.

OR

• Type any questions in the box on your desktop, and one of Nomad’s Mgmt will try to answer them.
(recommended)
 OUR SUCCESS RELIES ON
YOUR SUCCESS!

Let us know how we can

help you succeed.

Here’s to a great
2010 Hurricane Season!

Thanks,
Nomad Mgmt

Thank you for attending Nomad’s Training Webinar.

Your feedback is welcomed.