Team Email Best Practices for Public Adjusting Companies

The ClaimWizard Show

-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

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