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Ask Me Anything: Your Direct Line to Insights and Answers



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What inspired you to write your upcoming book, Once Upon A Claim: Fairy Tales to Protect Your Ass(ets)?


I first wrote The Art of Adjusting: Writing Down the Unwritten Rules of Claims Handling for mid-career adjusters. My editor, who knew nothing about insurance, remarked that insurance consumers needed this information. That began the process of writing this book. This is actually the second version of this book. I scrapped the first one because I didn’t like it.


How do you navigate the balance between creating engaging stories and conveying important insurance concepts in your book?


The Moral of the Story is the lynchpin in the book. It’s the genius behind Once Upon a Claim-- people remember stories, and they learn better and more quickly through them. This is why we’ve been telling stories to one another for eons. However, I can’t just rely on consumers flipping over to an insurance mindset by reading a fairy tale. So the Moral of the Story helps the consumers understand the lessons of the stories.


In your opinion, what’s the most misunderstood aspect of insurance that you hope readers will better understand through your book?


This is a tough "Ask Me Anything" question because there is so much that I want consumers to know. There’s a great mistrust of insurance carriers and adjusters, probably because it seems like a very complex subject. I want people to know and understand the insurance claims process. I believe that if they have the same knowledge the adjuster does, the claims process will go more smoothly.


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