Services – Analytic Insights – Public Adjusting Operations Consulting

Pricing

Simple, Transparent Pricing

Two ways to work together. One-time projects billed hourly; ongoing support available as a monthly retainer.

Hourly & Project Work

$150/hour

For one-time projects, assessments, and strategic consulting. We scope the work together before we begin — you know exactly what you're getting and what it costs.

Operational assessments & roadmaps
CRM setup & configuration
Claim tracking system build-outs
Workflow & automation design
Reporting & dashboard creation
Strategy & advisory sessions

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Scoped & priced before we begin • No surprises

Monthly Retainer

$1,000/month

Six dedicated hours of operational support each month. Ongoing requests, system upkeep, and continuous improvements. Additional hours available at $150/hr when you need more.

6 hours of dedicated support/month
Additional hours at $150/hr
Ongoing workflow improvements
System upkeep & maintenance
Priority email & call support

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6-month minimum contract • Build-outs scoped separately

Build-Outs

When You Need Something Built

Build-outs are scoped and priced separately from your monthly retainer. When you need a claim tracking system, a client onboarding process, or a reporting dashboard built from scratch — we define the scope, agree on the price, and build it together.

Operational Assessment

A deep-dive review of your current practice — how claims flow through your firm, where time is lost, and what a better system would look like. Delivered as a written roadmap you can act on independently or with our help.

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Custom Build-Out

Full claim tracking systems, client onboarding workflows, reporting frameworks, team documentation — whatever your firm needs built. Scoped to your specific situation and billed at $150/hr with an agreed estimate upfront.

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How Every Engagement Starts

Whether you start with an assessment or jump straight into a build-out, every relationship begins the same way.

1

Discovery Call

30 minutes to learn about your practice and answer your questions. No pressure, no pitch.

2

Proposal

A clear, tailored proposal based on your specific needs, goals, and current situation — with pricing agreed before work begins.

3

Kickoff

We align on priorities, timelines, and exactly how we'll work together.

4

Building Together

Regular collaboration, clear communication, and measurable results.

FAQ

Common Questions

Straightforward answers before you reach out.

Do you work with small PA firms?

Yes — including solo practitioners. The monthly retainer gives you consistent operational support without the overhead of a full-time hire. Six hours a month covers most ongoing needs, and additional hours are available at $150/hr when you need more.
What does the $1,000/month retainer include exactly?

Six dedicated hours per month of hands-on operational support — system updates, workflow improvements, reporting adjustments, troubleshooting, and ongoing requests. The retainer requires a 6-month minimum commitment. Any custom build-out work is scoped and priced separately at $150/hr.
How long does a build-out take?

Most build-outs run 8 to 12 weeks depending on scope and complexity. We set a clear timeline and estimate at the start of every engagement — you always know what to expect.
What software or CRM do you work with?

We're platform-agnostic and will evaluate what makes the most sense for your firm's specific situation and budget. We don't recommend any tool without first understanding your needs — and we'll tell you if your existing tools can do the job with better configuration.
What if I just want strategic advice, not a full project?

That's exactly what the hourly option is for. A focused advisory session or operational assessment is billed at $150/hr with a clear scope upfront. Many firms use an assessment as a standalone resource — you leave with a roadmap you can act on at your own pace.
What makes you different from a general operations consultant?

We work specifically with public adjusting firms. No ramp-up time explaining how your work flows, what deadlines matter, or what your clients are really counting on you for. We already understand the practice — so the conversation starts at a different level.

Not Sure Where to Start?

That's what the discovery call is for. Let's spend 30 minutes together, learn about your practice, and figure out the best path forward.

Schedule a Discovery Call

How We Work Together

Simple, Transparent Pricing

When You Need Something Built

Operational Assessment

Custom Build-Out

How Every Engagement Starts

Discovery Call

Proposal

Kickoff

Building Together

Common Questions

Not Sure Where to Start?