Let’s start with the basics.

First Name *

Last Name *

Address *

Email *

Phone *

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How did you hear about TrueHaven Claims Consulting? *

Section 1: Culture Fit

How would you describe your approach to working with insurance carriers? *

I believe you have to fight to get what's fair

I challenge them when necessary, but respectfully

I believe in collaboration and professionalism, even during disputes

Are you open to learning a new, structured system and adjusting your current workflow? *

No, I prefer to do things my way

I'm open to change if it makes sense

Yes, I'm eager to improve how I work

How do you handle emotional or distressed clients? *

I get frustrated when emotions take over

I stay neutral and try not to get too involved

I lead with empathy and calm professionalism

Which best describes your communication style? *

Direct and aggressive

Professional but blunt when needed

Clear, concise, and respectful

Do you feel comfortable following set procedures and systems for handling claims? *

I don't like being restricted by SOPs

I can follow systems but like flexibility

I prefer clear structure and expectations

How comfortable are you using technology like CRMs, mobile apps, and video calls? *

Not very comfortable with tech

Somewhat comfortable but need help at times

Very comfortable and quick to learn

How comfortable are you with educating clients throughout the claim process? *

I prefer to focus on the technical side and avoid client interactions

I can explain things when asked but don’t always go out of my way

I take pride in educating clients and keeping them informed at every step

Section 2: Experience

How many property claims have you handled? *

0–9

10–24

25–49

50+

Are you currently working as an apprentice or a consultant under a licensed Public Adjuster? *

Yes, I'm currently working under a licensed PA

No, I am not currently working under a PA

I’m not sure

What is your typical travel radius for field inspections? *

What is your experience with estimating software like Xactimate or Symbility? *

I can read and interpret Xactimate/Symbility estimates

I can create basic estimates in Xactimate

I am Level 1 Xactimate Certified

I am Level 2 Xactimate Certified

I am Level 3 Xactimate Certified

I am experienced with Symbility

I’m not familiar with either system

What is your experience with construction and documenting scope of work? *

No construction experience and haven’t written scopes before

Basic familiarity (e.g., took notes, helped a contractor)

Comfortable identifying damages and writing simple scope notes

Extensive experience with construction or scoping for estimates

Where do you have the most experience? *

Are you looking to work full-time or part-time? *

Full-time

Part-time

Open to either

Final Questions

Why are you interested in working with TrueHaven Claims Consulting? *

Anything else you'd like us to know? *

At TrueHaven, we take a structured and collaborative approach to public adjusting. We don’t “wing it,” and we don’t operate as lone wolves.

We use systems, templates, and a clearly defined process to keep claims moving quickly, document damages thoroughly, and provide excellent communication to both carriers and clients.

We work as a team — and expect every adjuster or consultant to follow our SOPs, use our platform, and treat homeowners with empathy, not just efficiency.

If you’re looking for full independence with no oversight, we may not be the right fit — and that’s okay.

But if you’re excited to be part of a professional, values-driven firm that’s redefining the reputation of this industry — we’d love to hear more.

Are you comfortable following a structured process, using checklists and templates, and receiving feedback as part of a team? *

Yes, that’s exactly what I’m looking for

I’m open to it, even if it’s new to me

I prefer working fully independently and may not be the best fit

I understand this is a preliminary screening to determine cultural alignment with TrueHaven Claims Consulting and does not guarantee an interview or position. *

I understand and agree.