CA Project Management & Workflow 2

Question 1

When an adjuster receives a high-volume catastrophe assignment, what is the FIRST workflow step?

Accepted Answer

Triage incoming claims by severity and coverage type

Answer

Triage allows adjusters to prioritize critical losses and allocate time efficiently during catastrophe events.

Question 2

Which project management technique helps an adjuster visualize overlapping tasks and deadlines across multiple open claims?

Accepted Answer

Gantt chart

Answer

A Gantt chart displays tasks on a timeline, making it easy to see parallel activities and key deadlines.

Question 3

An adjuster's investigation reveals a potential subrogation opportunity. What workflow action should follow immediately?

Accepted Answer

Preserve evidence and document the third-party liability basis

Answer

Early evidence preservation protects the insurer's right to recover from liable third parties.

Question 4

Under California claims regulations, what is the maximum number of days an insurer has to acknowledge receipt of a claim?

Accepted Answer

15 days

Answer

California Insurance Code regulations require acknowledgment of a claim within 15 days of receipt.

Question 5

An adjuster manages 60 open claims. Which metric best indicates that the workload is unmanageable?

Accepted Answer

Average claim age exceeds 45 days

Answer

Excessive average claim age signals that files are aging beyond acceptable resolution windows, indicating overload.

(CA) Certified Adjuster Designation Practice Test