Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by William Auten & Chantal Roberts, William Auten, and Chantal Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William Auten & Chantal Roberts, William Auten, and Chantal Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Episode #70 - How Agents, Risk Managers, and Adjusters Can Actually Get Along

55:37
 
Share
 

Manage episode 487005002 series 3360741
Content provided by William Auten & Chantal Roberts, William Auten, and Chantal Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William Auten & Chantal Roberts, William Auten, and Chantal Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

In this episode of The Art of Adjusting® Podcast, Chantal is joined by guest co-host Sandy Avina to unpack the messy—but fixable—world of insurance collaboration. What happens when adjusters, agents, and risk managers all think they’re steering the ship? Spoiler: chaos. But it doesn’t have to be that way.

We cover:
✔️ The surprising disconnect between “little R” risk managers and actual insurance strategy
✔️ Why agents often get trusted more than adjusters (even when adjusters know more)
✔️ Why that email chain isn’t helping—pick up the phone
✔️ How a recurring med spa laser malfunction became an insurance case study
✔️ Ways adjusters can share insights without crossing lines

Whether you're new to claims or you've been in the industry longer than a fax machine, this episode will give you insight (and maybe a laugh) about how we can all work together better.

📞 Communicate clearly. Collaborate smarter. And for the love of insurance—send the denial letter in the mail.

👉 Don’t forget to subscribe, like, and comment—especially if you’ve got your own story of miscommunication madness.

#InsuranceClaims #RiskManagement #AdjusterLife #InsuranceAgents #ClaimsHandling #TheArtOfAdjusting #InsurancePodcast #SandyAvina #ChantalRoberts #InsuranceEducation #CommunicationMatters

For more insights, you might consider a career in liability adjusting or if you're searching for reliable adjusting services, visit Auten Claims Management.
To explore more about Chantal Roberts and her contributions to the industry, visit CMR Consulting.
Promotions:

  • Once Upon a Claim: Explore the magical world of claims adjusting through fairy tales. Get your copy now.
  • The Art of Adjusting®: Master the art of claims adjusting with practical insights and expert advice. Purchase here.

For more insights, you might consider a career in liability adjusting or if you're searching for reliable adjusting services, visit Auten Claims Management.
To explore more about Chantal Roberts and her contributions to the industry, visit CMR Consulting.
Promotions:

  • Once Upon a Claim: Explore the magical world of claims adjusting through fairy tales. Get your copy now.
  • The Art of Adjusting®: Master the art of claims adjusting with practical insights and expert advice. Purchase here.

  continue reading

Chapters

1. Welcome to Art of Adjusting (00:00:00)

2. Sandy as Guest Host Introduction (00:03:24)

3. Defining Risk Management Roles (00:08:20)

4. Communication Challenges in Claims (00:19:56)

5. Building Better Partnerships (00:27:07)

6. Setting Expectations with Policyholders (00:43:40)

7. Upcoming Episode and Closing (00:54:34)

75 episodes

Artwork
iconShare
 
Manage episode 487005002 series 3360741
Content provided by William Auten & Chantal Roberts, William Auten, and Chantal Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by William Auten & Chantal Roberts, William Auten, and Chantal Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Send us a text

In this episode of The Art of Adjusting® Podcast, Chantal is joined by guest co-host Sandy Avina to unpack the messy—but fixable—world of insurance collaboration. What happens when adjusters, agents, and risk managers all think they’re steering the ship? Spoiler: chaos. But it doesn’t have to be that way.

We cover:
✔️ The surprising disconnect between “little R” risk managers and actual insurance strategy
✔️ Why agents often get trusted more than adjusters (even when adjusters know more)
✔️ Why that email chain isn’t helping—pick up the phone
✔️ How a recurring med spa laser malfunction became an insurance case study
✔️ Ways adjusters can share insights without crossing lines

Whether you're new to claims or you've been in the industry longer than a fax machine, this episode will give you insight (and maybe a laugh) about how we can all work together better.

📞 Communicate clearly. Collaborate smarter. And for the love of insurance—send the denial letter in the mail.

👉 Don’t forget to subscribe, like, and comment—especially if you’ve got your own story of miscommunication madness.

#InsuranceClaims #RiskManagement #AdjusterLife #InsuranceAgents #ClaimsHandling #TheArtOfAdjusting #InsurancePodcast #SandyAvina #ChantalRoberts #InsuranceEducation #CommunicationMatters

For more insights, you might consider a career in liability adjusting or if you're searching for reliable adjusting services, visit Auten Claims Management.
To explore more about Chantal Roberts and her contributions to the industry, visit CMR Consulting.
Promotions:

  • Once Upon a Claim: Explore the magical world of claims adjusting through fairy tales. Get your copy now.
  • The Art of Adjusting®: Master the art of claims adjusting with practical insights and expert advice. Purchase here.

For more insights, you might consider a career in liability adjusting or if you're searching for reliable adjusting services, visit Auten Claims Management.
To explore more about Chantal Roberts and her contributions to the industry, visit CMR Consulting.
Promotions:

  • Once Upon a Claim: Explore the magical world of claims adjusting through fairy tales. Get your copy now.
  • The Art of Adjusting®: Master the art of claims adjusting with practical insights and expert advice. Purchase here.

  continue reading

Chapters

1. Welcome to Art of Adjusting (00:00:00)

2. Sandy as Guest Host Introduction (00:03:24)

3. Defining Risk Management Roles (00:08:20)

4. Communication Challenges in Claims (00:19:56)

5. Building Better Partnerships (00:27:07)

6. Setting Expectations with Policyholders (00:43:40)

7. Upcoming Episode and Closing (00:54:34)

75 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play