The Claims Professional’s Guide to Remote Success

At AdStrat, remote work has long been part of our DNA. Our teams have spent years delivering quality outcomes in a distributed environment, balancing the needs of policyholders, carriers, and colleagues across locations. But for some claims professionals, especially those who have come from more traditional office-based roles, working remotely can feel like a shift.

The truth is, thriving in a remote environment takes more than a laptop and internet connection. It requires structure, clear communication, and self-discipline. Whether you’re a field adjuster traveling to claim sites, a desk adjuster managing files from your home office, or an examiner reviewing complex claims, here are some strategies to help you succeed.

A man working remotely from his kitchen managing a phone call

1. Build a Workspace That Works for You

A productive workspace doesn’t just happen, it needs to support your focus and efficiency.

• Create separation. If you don’t have a separate office, dedicate a corner, table, or folding desk that signals “work mode” when you sit down.

  
  

• Think ergonomics. A proper chair, monitor height, and keyboard setup reduce strain and fatigue during long hours of claim review.

  
  

• Mind your lighting. Natural light is ideal as it helps with alertness, but if that’s not possible, invest in a daylight lamp to also reduce eye fatigue.

Pro tip: Field adjusters try carrying a “mobile office” kit with a portable mouse, hotspot, external battery, and clip-on light for virtual meetings. It helps you stay professional and prepared wherever you are.

2. Structure Your Day With Intention

Remote work can blur the line between personal and professional life. Creating daily routines helps avoid burnout and keeps you consistent.

• Start strong. Begin with a short ritual, like reviewing your top three priorities before checking email can set the tone for your day.

  
  

• Block your time. Tackle complex claims or detailed file reviews during the hours when you are most alert. For many people, that is early in the day when focus is strongest.

  
  

• Shut down fully. Close all open files, write tomorrow’s to-do list, and physically step away from your workspace. This signals to your brain that work is done.

Pro tip: Field adjusters, schedule buffer time between site visits to record notes while details are fresh. Trying to catch up hours later almost always leads to stress and missed details.

3. Master Remote Communication

In the claims world, effective communication prevents delays and builds trust. Working remotely, you need to be even more intentional.

• Choose the right channel. Use chat for quick questions, email for record-keeping, and phone or video for sensitive discussions.

  
  

• Be proactive. Share updates before they’re requested. This saves time and shows accountability.

  
  

• Document consistently. Logging notes and updates in the system prevents confusion later.

Pro tip: Practice empathy cues in virtual settings by slowing down your speech, acknowledging frustrations, and pausing to let policyholders or colleagues respond. Tone can easily get lost in email or chat, but empathy builds trust.

4. Let Technology Work for You

Technology can either be a barrier or a bridge, depending on how you use it.

• Learn shortcuts. Dedicate a few minutes weekly to learning something new in your claims platforms or Excel. Those little efficiencies add up.

  
  

• Secure your systems. Enable strong passwords, two-factor authentication, and avoid public Wi-Fi without a VPN. Remote workers are often the first line of defense against cyber risks.

  
  

• Streamline tasks. Create templates for common documents, use checklists for recurring processes, and organize files so they are easy to access.

Pro tip: Keep a “tech go bag” with a spare charger, headset, and surge protector. It’s a small investment that pays off the next time you’re on deadline and your battery runs low.

5. Protect Your Energy

Claims work is demanding emotionally and mentally. Remote work makes it easy to keep grinding without realizing you’re drained.

• Set boundaries. Define work hours and respect them.

  
  

• Build movement into your day. A short walk or stretch between files keeps energy steady.

  
  

• Stay connected. Check in with colleagues regularly to prevent isolation, even just for a quick “how’s your day?”

Pro tip: Desk adjusters, keep a refillable water bottle by your desk and use refills as natural break points to reset.

6. Keep Growing Professionally

Remote work shouldn’t limit your career growth. In fact, it can open more opportunities if you’re intentional.

• Join trainings and webinars. Participate in trainings and webinars to keep your knowledge up to date and to ensure you continue to provide as much value as possible in your role.

  
  

• Ask for feedback. Ask examiners or managers for specific insights on how you can improve your files or reports.

  
  

• Build connections. Industry groups and online forums provide networking opportunities without travel.

  
  

Pro tip: Start a “wins file”, a simple document where you track successes, positive feedback, and lessons learned.

The Bottom Line

Remote work isn’t new for AdStrat, but we recognize it can be an adjustment for professionals entering this environment from an office-based role. Whether you’re in the field, at a desk, or reviewing files, thriving remotely comes down to building effective routines, embracing technology, and protecting your well-being.

At AdStrat, we know that when claims professionals are supported in their environment, they deliver their very best for carriers, for policyholders, and for one another. Remote work, when done well, isn’t just about flexibility, it’s about creating opportunities to deliver better outcomes.

Interested in remote career opportunities with AdStrat? Learn more at https://www.administrative-strategies.com/join-our-team