Overview

We will now handle Country Financial (CF) claims based on the assigned adjuster. Chris Owens has grouped CF adjusters into three categories, and each category requires a specific approach. Vicki will let the AM know if it is category 2 or 3 

Category 1: DO NOT SUPPLEMENT (Unless GGR Requests It)

 Category 2: BE VERY CONSERVATIVE

Submit a conservative estimate, minimize contact, and do not escalate.

 Action Steps for Deal Owners:

1. Task Estimator:
   
   

• Request a very conservative estimate with no fluff item.
  
  

2. After Receiving the Revised Estimate:
   
   

• Make just one polite phone call to ask why any items were denied.
  
  

• Accept the adjuster’s explanation and move to closing.
  
  

3. If the Adjuster Does Not Answer:
   
   

• Send a polite email requesting clarification on denied items.
  
  

• Do not wait for a reply — move to closing immediately.
  
  

4. If the Adjuster Responds:
   
   

• If they explain denials: accept the explanation without pushback.
  

• ❌ Do NOT request a denial letter for Category 2
  

• If there is an increase: count it as an Additional Increase.

• If they ask for more info: do not send anything yet. Instead, submit a Jet Stream to Chris to align on next steps.

 Phone & Email Follow-Up Guidelines for Category 2:

 Category 3: SUPPLEMENT AS USUAL

 Follow CSP’s standard supplement process.

 Action Steps for Deal Owners:

• Prepare and submit supplements following standard CSP procedures.
  
  

• Support requests with documentation as usual.

Phone & Email Follow-Up Guidelines for Category 3:

Important Reminders

• Apply this process to all CF claims that are not Final Invoiced, including those already in the system.
  
  

• Log the Category in CRM for each CF deal for visibility and tracking.

• We can send a nice Thank you email
  
  

• Service Types:
  
  

• Category 1: FI-Only
  
  

• Categories 2 & 3: Supplements
  
  

• How You’ll Be Informed:
  
  

• Vicki will notify the AM if it’s Category 2 or 3.
  
  

• If it’s Category 1, Vicki will handle it as FI-Only and assign it to herself with a Deal Creation task in Desk.
  
  

• Documentation in Tasks:
  
  

• When assigning the claim to the AM, Vicki will write the Category in the “New GGR” task.
  
  

• The AM should then create a task due in 1 year with the Category info noted for tracking.