Free download
The New Public Adjuster's Launch Guide
A license is a business license, not a job offer. This free playbook walks you from “I'm licensed” to “I have signed files and money coming in” — legal setup, tools, estimating, referrals, marketing, and running your first claims — in the order that actually matters. Free, no signup.
Free download — no signup, no purchase required.
Download the Launch Guide (PDF) →What's inside
- Phase 0 — Legal Foundation
Confirm you're allowed to operate and protected — fee limits, contract requirements, solicitation rules, and E&O before your first client.
- Phase 1 — Stand Up the Business
Entity, bank account, licensing/appointment housekeeping, and the paperwork that keeps you compliant.
- Phase 2 — Tools & Systems
The estimating, documentation, CRM, and file-management stack a one-person shop runs on.
- Phase 3 — Sharpen Estimating & Claims Skills
Scope, line-item estimating, and the claim-handling fundamentals that win files.
- Phase 4 — Build Your Referral Network
Your first real lead source — the relationships that send you signed claims.
- Phase 5 — Marketing & Lead Generation
Getting visible without crossing solicitation rules — the channels that actually work.
- Phase 6 — Work Your First Claims Like a Pro
Running a file end to end: inspection, documentation, negotiation, and getting paid.
- Phase 7 — Grow
When and how to add adjusters, sub-work, and systems as volume climbs.