For adjusters · The file
Lead the Claim
Defensible files, professional judgment, and litigation awareness from first notice of loss. The study for adjusters and desk examiners.
Register a study of this bookBook studies & Instructor Companions
One book, read together, becomes a team standard.
A book read alone changes one person. A book read as a group changes how a whole team talks about the hard moments — a claims unit, a CAT roster, a congregation’s disaster-response ministry, a volunteer relief network. Every Instructor Companion gives the person leading the study a complete plan, so nobody has to build one from scratch.
Already under way: a 100-person study of Leading After the Storm begins this October.
What’s in a companion
Everything the facilitator needs, already written.
You do not need to be a trainer to lead one. The companion carries the structure; you carry the room. Read the step-by-step facilitator guide →
To run each session
Session outlines & slides
A plan for every meeting, an opening to read aloud so each session starts with focus, discussion questions tied to the chapters, and slides to put on the screen.
Between sessions
Emails & reflection pages
Ready-to-send emails that keep the group on pace, and reflection pages that turn reading into something each person applies to their own files and conversations.
At the finish
Certificates
A participant certificate for everyone who completes the study, and a Certificate of Facilitation for you, signed by Dr. Karissa Thomas and sent by email.
How it works
Three steps, start to finish.
Step 1 · Before you start
Register your group
About two minutes, before your first session. Choose your book, your pacing, and your start date. Your Instructor Companion comes with registration.
Step 2 · Your pace
Run the sessions
Pick the rhythm that fits your operation: an eight-session study, one session per Part of the book, a fifteen-week semester, or a one-day workshop or retreat. In person, virtual, or both.
Step 3 · Within two weeks
Send your completion report
Numbers only — sessions held and participants who completed. No participant names are collected. Your signed Certificate of Facilitation arrives by email.
Choose your book
Four Efficient Adjuster books have companions.
Each button opens registration with that book already selected.
For claims managers · The team
Claim the Lead
The move from top adjuster to credible leader — accountability, hard conversations, and leading through surge. The study for supervisors and managers.
Register a study of this book
Storm Line · Book one
Leading Before the Storm
Recognizing risk, building readiness, and acting before a crisis forces your hand. The pre-season study for CAT rosters, operations leaders, emergency managers, and congregations preparing their communities.
Register a study of this book
Storm Line · Book two
Leading After the Storm
Communicating, calming, and coordinating in the wake of disaster. The study for everyone leading recovery when the response ends — relief teams, faith communities, volunteer networks, and claims rosters alike.
Register a study of this bookWays groups run it
Fit it into the rhythm your group already has.
In the team meeting you already hold.
One chapter, twenty minutes, once a week. The eight-session pacing fits inside an existing weekly huddle without adding a meeting to anyone’s calendar.
One chapter, twenty minutes, once a week. The eight-session pacing fits inside an existing weekly huddle without adding a meeting to anyone’s calendar.
Adjusters and managers, side by side.
Run Lead the Claim with your adjusters while your supervisors read Claim the Lead. Same standard, from both sides of the desk.
Run Lead the Claim with your adjusters while your supervisors read Claim the Lead. Same standard, from both sides of the desk.
A cohort for newly promoted managers.
Claim the Lead as a cohort study gives new supervisors a shared language for the job they were promoted into without training for.
Claim the Lead as a cohort study gives new supervisors a shared language for the job they were promoted into without training for.
Pre-season, then post-season.
Start the roster on Leading Before the Storm before deployment, and continue with Leading After the Storm once the season’s response winds down.
Start the roster on Leading Before the Storm before deployment, and continue with Leading After the Storm once the season’s response winds down.
Congregations, conferences & relief networks.
The Storm Line is written for everyone leading people through disaster, not only claims professionals. Disaster-response ministries, volunteer teams, and community organizations run it as a study to prepare before a storm and to lead well after one.
The Storm Line is written for everyone leading people through disaster, not only claims professionals. Disaster-response ministries, volunteer teams, and community organizations run it as a study to prepare before a storm and to lead well after one.
Large groups, one facilitator.
For a group of fifty or a hundred, one session per Part of the book keeps the pace manageable. Participants can buy their own copies, take part in a group order, or use copies your organization provides.
For a group of fifty or a hundred, one session per Part of the book keeps the pace manageable. Participants can buy their own copies, take part in a group order, or use copies your organization provides.
Questions
Before you register.
Can a church, nonprofit, or volunteer team run a study?
Yes. The Storm Line is written for anyone leading people through disaster, and faith communities and volunteer networks are among the groups running studies of it. The companions work the same way for any group.
How large can a study group be?
There is no set limit — a 100-person study of Leading After the Storm is already under way. For large groups, one session per Part keeps the pace manageable, and group pricing on copies is available.
Does each participant need their own copy of the book?
Yes. Each participant needs their own copy — print, ebook, or audiobook. The Instructor Companion is designed to be used alongside the book, not in place of it.
Can we get group pricing on copies?
Yes. Efficient Adjuster offers tiered pricing from 25 copies, and a free 60-minute session with your managers at 250 or more. Request a quote and mention your book study and the number of copies you need.
How do we receive the Instructor Companion?
Register your group before your first session. Registration takes about two minutes, and the companion for your book comes with it.
Do you collect participants’ names?
No. The completion report asks for numbers only — sessions held and participants who completed. Any reflection you share is quoted publicly only with your permission.
Can we run the study virtually?
Yes. Groups meet in person, virtually, or a blend of both, and the completion report records whichever format you used.
Does the study count as continuing-education credit?
No. The Certificate of Facilitation recognizes the person who led the study; it is not CE credit. We will only describe anything as CE-eligible once a regulator has actually approved it.
Is there a companion for Communicate, Connect, and Lead?
Not yet. Registered facilitators hear first when new companions are released.
Ready when you are
Register your group, and the plan is yours.
About two minutes now, before your first session. Questions first? A person answers every message.