The Anchor Alliance
The Public Adjuster Left Six Months Ago. The Claim Just Paid. Now What?
A 73-page fillable workbook that walks you and your attorney through every compensation decision a public adjusting firm has to make — before a fee check turns into a dispute.
Twelve worksheets ·
Type in it or print it
Written By
Lytten Young
Co Founder
ClaimWizard
Co-Author
Claim Your Success
Working With
Public Adjusters Since 1997
Questions the workbook makes you answer
Is the percentage on the gross fee or the net fee — and what exactly is net?
Which expenses can reduce someone else's commission, and who may authorize them?
The carrier pays in three pieces. When does the adjuster get paid?
A claim goes to appraisal, then litigation. What's still earned?
Who carries the file, the records, and the client relationship after they leave?
Most Firms Don't Have a Compensation Plan. They Have a Future Dispute.
A public adjuster resigns. You look at the open files and decide that since they no longer work here, no future commissions get paid. They look at the same files and point to eighteen months of scoping, estimating, and negotiating already done.
Neither of you can point to a signed agreement that answers the question, because the answer was always going to be figured out when it happened. It's happening now, and a $75,000 fee is sitting in the middle of it.
The workbook exists so the answer is already written down: what work earns compensation, what it earns, when it becomes payable, and what happens on the last day.
Inside the workbook
Six Rules That Prevent Most Compensation Disputes
Put It in Writing Before the First Claim
Salary, commission, W-2, 1099 — the label doesn't matter. Specific, lawful, signed does.
Define the Math
"You get 30%" is one number surrounded by unanswered questions. Name the base and every deduction.
Separate Earned From Payable
Completed work earns it. Collected fees make it payable. Two different events.
Pay Proportionally as Fees Arrive
Partial collections need a written rule, not a judgment call each cycle.
Pre-decide Appraisal and Litigation
Exception phases shouldn't reset the rules or get invented mid-claim.
Write the Departure Rules Early
While everyone still likes each other and nobody knows which side they'll be on.
The worksheets
Twelve Worksheets,
A through L
Written in business language, not legal language. You make the
decisions; your attorney turns them into enforceable terms for the
states you operate in.
Type your answers on screen or print it and write by hand. Every blank
stays visible either way.
A - Agreement guts, in five blocks
B - Compensation bucket design
C - Fee base and deductions
D - Earned vs. payable rules
E - Partial payment example
F - Claim expense rules
G - Appraisal, litigation, reassignment
H - Departure decision matrix
I - Open claim stage and vesting
J - Departure file handoff, 15 checks
K - Client and claim transfer rules
L - State law review, per state
Send Me the Compensation Agreement Workbook
You'll get the workbook immediately in your inbox, so it's there when you sit down with your leadership team.
73 pages, twelve worksheets, fillable on screen or in print
An attorney handoff brief and a 28-point clause map
A state law review block for every state you operate in
If the worksheets surfaced more than you expected
Most Firms Run on Rules That Were Never Written Down
The Anchor Alliance works with owners of public adjusting and first party claims firms on delivery and acquisition at the same time. If the compensation plan is one of several decisions your firm has never actually made, that's the conversation worth having.
Lynette Young — Founder and Chief ADVISOR
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