Team Email Best Practices for Public Adjusting Companies

01/07/2020 50 min
Team Email Best Practices for Public Adjusting Companies

Listen "Team Email Best Practices for Public Adjusting Companies"

Episode Synopsis

-Team Best Practices -Specifics for PA Industry •Etiquette -Security -Setup   The average office worker receives over 120 emails PER DAY. The average person checks their email 15 times a day. The average person has TWO email accounts (one work, one personal.) Ideas to Reduce TEAM STRESS -Internal communication between your team members should be via CHAT (slack.com - Desktop & Mobile, Free & Paid) if possible -Role-Based email accounts should be monitored on shifts, not a free- for-all -Do not send or respond to emails to team members outside of work hours -Don’t use email to manage your to-do list -Don’t email top-of-mind things, keep a list and send once a day •Don’t email work-in-progress documents -Adopt company-wide discussion boards (Slack) -Tell people WHY you sent them an email (spell out your CTA) and what/ when you expect a response   ------- Want to learn more? ------- ► Learn more about the industry-leading public adjusting claim management solution : https://www.claimwizard.com ► For more training : https://academy.claimwizard.com ► Sign up for a software demonstration : https://claimwizard.com/demo ► Free business building public adjuster webinar series : https://claimwizard.com/webinar ► Certified Fix This Next Advisor for Public Adjusting Companies : https://claimwizard.com/ftn ► The ClaimWizard Show podcast https://claimwizard.com/show or search in your favorite podcast directory   ------- ClaimWizard on Social Media ------- ► Facebook : https://facebook.com/ClaimWizard-433435246737835 ► Twitter : https://twitter.com/claimwizard ► Instagram : https://instagram.com/ClaimWizard ► YouTube : https://www.youtube.com/channel/UCrW1CB2-tBF-dWzveLcrEUw