Services

Kickstart Your Growth or Fine Tune Your Business with C.A.T Consulting

Why Work with Us?

You may look at the cost of consultation services as an unnecessary detriment to your bottom line or a supplementary expense that will only lock up working capital, which could be better used elsewhere. For some, that may be the case. However, the vast majority of our clients discover significant opportunities for growth and see incredible ROI for our services. All our services provide several key benefits:
Our Mentorship program provides around the clock access to our experienced adjusters. They’re equipped with the knowledge and tools to help you develop on your road to success.

Adjuster Training & Consultation

Insurance adjusters have several paths they can take to progress their careers. Our adjuster training and consultation program can help you find the best path for you, whether virtual adjusting, daily claims, or catastrophe response. Our consultation includes:

Professional Development:  Find the right career path and expand or enhance your current capabilities.

Insurance Licensing:  We work with you to ensure you have the knowledge to earn your insurance licensing and prep you for all exams.

Xactimate Training: We’ll train you on the Xactimate software, which insurance companies use to determine claim payout amounts and create loss estimates.

Field Training: Our team of expert adjusters offers in-field training to take your training to the next level. This valuable training gives you the experience to become a confident insurance adjuster. 

Contractor Training & Consultation

Contractors have the unique challenge of working with customers, material providers, and insurance companies. Working with all three groups effectively is the key to success, but it’s easier said than done. Our contractor training and consultation includes:

Insurance Communication:  We’ll help you develop communication skills to work with insurance companies. When you have what they need before they ask for it, you can develop strong, lasting relationships with carriers.

Roof Safety: Learn the ins and outs of roof work safety. You’ll be able to better spot roof issues and create a safer working environment.

Xactimate Training: Learn to master the Xactimate software used by insurance companies.

Personal Training: We’ll provide you with one-on-one training as needed to ensure you get the most from our program.

W2 to 1099 Employee Conversion

Employees who work as a contractor or adjuster as a W2 employee may benefit from a lower taxable income due to the amount of operating expenses they can deduct as a 1099 employee. Our W2 to 1099 conversion services provide a clear pathway to making this complicated process easy. This service includes:

Employee/Employer Consultations: As a business owner, we’ll meet with you to discuss the potential benefits of taking on 1099 employees rather than W2 employees. You stand to save a significant amount of revenue by not needing to provide insurance or fill out lengthy paperwork associated with W2 employees.

If you’re converting existing W2 employees to 1099, we can help meet with your employees to ensure they get the greatest benefit from switching over to 1099, like the amount of deductible expenses now available.

Paperwork Assistance: We help you with any paperwork needed to convert W2 employees into 1099 employees. We aid tools that help you fill out and auto-complete forms in the future.

Introductory Price full Adjuster Training

services
$ 650
  •  

Full Adjuster Training

services
$ 650
  •  

Introductory Price full Adjuster Training

services
$ 650
  •  

Introductory Price full Adjuster Training

services
$ 650
  •  
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