Scale Adjuster Templates

Scale Adjuster Templates

There is a huge number of templates that someone in the Scale Adjuster role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Scale Adjuster. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Claim Assessment Template
2. Loss Evaluation Spreadsheet
3. Damage Report Template
4. Policy Coverage Analysis Spreadsheet
5. Settlement Calculation Template
6. Claim Adjustment Summary Spreadsheet
7. Reimbursement Request Template
8. Claim Investigation Report Template
9. Customer Communication Log Spreadsheet
10. Claim Closure Checklist Template

Reports

Reports are often prepared by a Scale Adjuster to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Claims Report
2. Loss Ratio Analysis
3. Premiums Written Report
4. Policy Renewal Report
5. Underwriting Profit and Loss Statement
6. Claims Frequency Report
7. Loss Development Report
8. Reinsurance Report
9. Policyholder Retention Report
10. Market Share Analysis

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Scale Adjuster does and how they do it.

1. Initial Assessment SOP
2. Claim Documentation SOP
3. Investigation SOP
4. Evaluation SOP
5. Negotiation SOP
6. Settlement SOP
7. Reconciliation SOP
8. Reporting SOP
9. Quality Assurance SOP
10. Training SOP

Presentations

Scale Adjuster presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Quarterly Performance Review Template
2. Claims Analysis Template
3. Risk Assessment Template
4. Loss Ratio Analysis Template
5. Premium Comparison Template

Legal Docs

There are several key times when a Scale Adjuster needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Insurance Claim Form Template
2. Settlement Agreement Template
3. Release of Liability Template
4. Subrogation Agreement Template
5. Damage Assessment Report Template

Health & Safety Templates

Health & Safety templates for a Scale Adjuster ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Training Attendance Record Template

Calendars

Setting up Scale Adjuster calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Claims Calendar
2. Policy Renewal Calendar
3. Adjuster Schedule Calendar
4. Claims Processing Calendar
5. Insurance Compliance Calendar

Invoice Templates

Several types of Scale Adjuster invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Adjustment Invoice
2. Claim Settlement Invoice
3. Loss Assessment Invoice
4. Damage Evaluation Invoice
5. Policy Coverage Invoice

Survey Templates

For a Scale Adjuster to get insights related to the work they do, they need to send out Scale Adjuster surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey: This survey is used to gather feedback from customers about their experience with the insurance company and the services provided by the Scale Adjuster.

2. Claims Processing Survey: This survey is used to evaluate the efficiency and effectiveness of the claims processing system and to identify areas for improvement.

3. Employee Satisfaction Survey: This survey is used to gather feedback from employees about their job satisfaction, work environment, and overall experience working for the insurance company.

4. Market Research Survey: This survey is used to gather information about the insurance market, including customer needs and preferences, competitor analysis, and industry trends.

5. Product Development Survey: This survey is used to gather feedback from customers about potential new insurance products and services, and to identify areas for improvement in existing products

Meeting Agendas

Having premade Scale Adjuster meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Performance Review
2. Claims Assessment and Resolution Meeting
3. Policyholder Feedback and Satisfaction Meeting
4. Risk Assessment and Mitigation Strategy Meeting
5. Quarterly Business Development and Growth Planning Meeting

Budget Templates

To manage finances well, a Scale Adjuster would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Budget Template
3. Savings Budget Template
4. Debt Repayment Budget Template
5. Investment Budget Template

Dashboards

Dashboards are a useful way for a Scale Adjuster to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Monthly Claims Dashboard
2. Policy Performance Dashboard
3. Loss Ratio Dashboard
4. Customer Satisfaction Dashboard
5. Underwriting Dashboard

Proposal Templates

For bidding or requesting work, a Scale Adjuster needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Premium Adjustment Proposal
2. Claims Settlement Proposal
3. Risk Assessment and Mitigation Proposal
4. Policy Renewal Proposal
5. Fraud Investigation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Scale Adjuster templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.