CAI-NJ June 2017

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J U N E , 2 0 1 7
M. MILLER & SON
LICENSED PUBLIC INSURANCE ADJUSTERS
SINCE 1960
1211 Liberty Ave, Hillside, NJ 07205
877MMiller (877-664-5537)
TOTAL SUPPORT
AFTER A PROPERTY LOSS
n 24/7 Emergency Services
n Policy Analysis
n Property Damage Assessment
n Comprehensive Claim Preparation
n Negotiate Loss and Values
n Negotiate Maximum Settlement
n Facilitate Prompt Reimbursement
n Third-generation, Family-owned
FIRE | SMOKE | WATER | WINDSTORM | COLLAPSE | BUSINESS INTERRUPTION
MULTI-FAMILY, COMMERCIAL, HOSPITALITY, INDUSTRIAL, AND RESIDENTIAL PROPERTIES
CAI 1/8 Ad_Layout 1 4/4/17 6:29 PM Page 1
Try to minimize the number of people
in each association’s approval work
flow. More approvers bog down the
flow. You can usually set up tiered
authority so certain users only approve
invoices over a certain dollar amount
or other criteria. Also, you may be
able to set up an option to refer any
invoice to another approver on a case
by case basis, if necessary. While
you can give viewing access to many,
try to limit approval access to a few.
Have distinct instructions and
communicate them clearly. Provide
written reference materials, handy
guides, and follow up with hands-on
or face-to-face ongoing training. You
may find different managers and/or
boards encounter different challenges
along the way, so you may have to
tailor your training and follow-ups to
particular groups rather than globally
across your enterprise. Some of your
people may never see the same issues
as others due to the specifics of each
association’s needs, as well as the
level of involvement and technology
acumen of board members.
We’ve provided “help desk” style
accessibility and responsiveness to
board members with technology chal-
lenges, process challenges, and com-
fort level challenges.
As you overcome challenges and
find solutions and small process
changes, communicate your “best
practices” to your users.
Once they get comfortable, people
love it. We’ve gotten lots of positive
feedback, especially after the initial
wave of questions, panic, and challeng-
es. Auditors love it. Take the time with
the neediest folks. You’ll appreciate the
positive outlook it gets you, and it can
be contagious. Good Luck! n