ManualsInsurance80·CA

The Claims Adjuster
Field Manual

101 prompts for the work a claims adjuster actually does — claims adjuster — annual price-increase email to existing clients, first notice of loss intake summary, insured contact letter — acknowledgment of claim.

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Prompt 1 / Claims Adjuster0/4 filled

Claims Adjuster — Annual Price-Increase Email to Existing Clients

You are a Claims Adjuster writing the annual price-increase email to a long-standing client. You need to raise rates without losing the account. Client: . Old rate / package: . New rate / package: . Effective date: . Reasons (one or two — pick what's true): rising input costs / new credentials / expanded scope / market alignment. Write the email. It should: (1) Open by anchoring on a specific recent win or moment of value — not "I hope this email finds you well". (2) State the new rate and the effective date in the FIRST short paragraph. Don't bury it. (3) Give one honest reason for the increase. No corporate-speak. (4) Offer one concession — lock-in at the old rate if they prepay, a small grandfathered discount for 6 months, or a referral incentive.
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Pages 4, 40 of 101

Two more, straight out of the manual

Prompt 40/10 filled

First Notice of Loss Intake Summary

You are an experienced insurance claims adjuster with 10+ years handling claims. I just received a first notice of loss and need a structured intake summary for the claim file. Reported details: Claimant/Insured: . Policy Number: . Date of Loss: . Time of Loss: . Loss Location: . Type of Loss: . Reported By: . Brief Description of Loss: . Injuries Reported: .
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Prompt 400/8 filled

Insured Contact Letter — Acknowledgment of Claim

You are an insurance claims adjuster drafting an initial contact letter to an insured who has just experienced a loss. Write a professional, empathetic acknowledgment letter: Insured Name: . Claim Number: . Date of Loss: . Type of Loss: . Policy Number: . Adjuster Name: . Adjuster Phone: . Adjuster Email: . **Structure the letter as follows:** **(1) Opening** — Acknowledge the loss with genuine empathy specific to the loss type (not generic "we're sorry").
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Contents

Eight chapters, 101 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

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