Internal Tools & Resources | TrueHaven Claims Consulting

🧰 Internal Tools & Resources

Welcome to your internal resource center for everyday clarity and long-term growth.

This page includes quick-access tools, team documents, and training guides that support both new adjusters and experienced team members as they grow inside TrueHaven.

These tools are meant to help you communicate clearly, stay compliant, and elevate your professionalism.

Whether you're writing a scope note, onboarding a new client, or preparing for a tier review, this is where you’ll find the guidance to do it right.

🔧 Tools to Help Drive Success

Frequently Asked Phrases

Downloadable scripts and examples of how to talk to clients, carriers, and contractors — including scope explanations, rebuttal starters, and situational walk-throughs.

📖 Glossary of Insurance Terms

A-to-Z reference for key adjusting terms, policy language, and claim-specific definitions used in the field. Built to help you speak clearly, write accurately, and train with confidence.

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🛠 Claim Lifecycle Map

A visual guide to the full claim journey — from intake to resolution — with checkpoints for documentation, communication, and carrier interaction at every stage.

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🗂 Field Policy Review Checklist

Step-by-step tool for reviewing homeowner’s policies in the field — what to request, where to look, and how to align damage with coverage.

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🌟 Internal Resources to Succeed at TrueHaven

Review Roles & Commission Tiers

Understand what’s expected at every level — from apprentice to senior PA — and what you need to hit to move up.

Policies & Procedures

Link to the full TrueHaven manual including communication standards, licensing rules, claim handling protocols, and more.

Brand Guide & Logo Use

For any team member submitting marketing, presentations, or public materials. Use these guidelines to ensure your materials match the TrueHaven tone and visuals.

Earning Badges

How to unlock digital badges inside the Haven Hub — including the Mentor Badge, Estimating Certification, and Senior PA Track. Each badge includes eligibility and what it unlocks.