EPISODE · Apr 8, 2025 · 51 MIN
How to Build a Multi-Million Dollar Public Adjusting Firm! w/ Steffany Velasquez
from The Vince Perri Podcast · host The Vince Perri Podcast
Meet Steffany Velasquez, the powerhouse behind Preferred Claim Solutions! In this episode of Beyond The Claim, we dive deep into her incredible journey from making cold calls as a teenager to running a successful public adjusting firm. 🔥 What You’ll Learn in This Episode: ✅ How a personal tragedy led Steffany into public adjusting ✅ Overcoming barriers as a woman in a male-dominated industry ✅ How she built a high-performing team with long-term loyalty ✅ The secret to getting 74% of clients through referrals ✅ The role of AI & automation in the future of claims processing ✅ Essential SOPs & digital tools every public adjuster needs to scale 📢 If you’re looking to grow your adjusting business, understand the future of the industry, and learn from a leader who’s done it all, this episode is for you! 🔔 Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more in-depth conversations with industry leaders! 📲 Follow Steffany Velasquez & Preferred Claim Solutions: 🌎 Website: preferredclaimsolutions.com 📸 Instagram: @preferredclaims 🎵 TikTok: @preferredclaims 👉 Want more resources for public adjusters? Join the Elite Advocate Mastermind: https://advocateacademy.mykajabi.com/public-adjuster-mastermind-group-237eb55d-9a2b-4ffb-86b5-d4f3242ad6e0 #PublicAdjuster #ClaimsProcess #BusinessGrowth #Entrepreneurship #AIinInsurance #BeyondTheClaim ►📍Download our FREE PA guide, become your own boss, and start strong in the industry! https://advocateacademy.mykajabi.com/efficiency-hacks-free-guide Ready to scale your public-adjusting career? Download our FREE guide to optimize your workflow, manage your time, and grow your business! 🚀 ► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos: https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join Thank you for being a vital part of the Commercial Claims Show 🧡 ========================== 👉 Shoutout to our partners 👈 ► The Farber Law Firm - https://bit.ly/thefarberlawfirm ► ClaimsWizard - https://claimwizard.com/ Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow =========================== Make sure you check out our new Public Adjuster Handbook 📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook =========================== SOCIAL MEDIA: https://www.facebook.com/CommercialClaimsAdvocate/ https://www.linkedin.com/in/commercialclaimsadvocate/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@commercialclaimsadvocate =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
What this episode covers
Meet Steffany Velasquez, the powerhouse behind Preferred Claim Solutions! In this episode of Beyond The Claim, we dive deep into her incredible journey from making cold calls as a teenager to running a successful public adjusting firm. 🔥 What You’ll Learn in This Episode: ✅ How a personal tragedy led Steffany into public adjusting ✅ Overcoming barriers as a woman in a male-dominated industry ✅ How she built a high-performing team with long-term loyalty ✅ The secret to getting 74% of clients through referrals ✅ The role of AI & automation in the future of claims processing ✅ Essential SOPs & digital tools every public adjuster needs to scale 📢 If you’re looking to grow your adjusting business, understand the future of the industry, and learn from a leader who’s done it all, this episode is for you! 🔔 Don’t forget to LIKE, COMMENT, and SUBSCRIBE for more in-depth conversations with industry leaders! 📲 Follow Steffany Velasquez & Preferred Claim Solutions: 🌎 Website: preferredclaimsolutions.com 📸 Instagram: @preferredclaims 🎵 TikTok: @preferredclaims 👉 Want more resources for public adjusters? Join the Elite Advocate Mastermind: https://advocateacademy.mykajabi.com/public-adjuster-mastermind-group-237eb55d-9a2b-4ffb-86b5-d4f3242ad6e0 #PublicAdjuster #ClaimsProcess #BusinessGrowth #Entrepreneurship #AIinInsurance #BeyondTheClaim ►📍Download our FREE PA guide, become your own boss, and start strong in the industry! https://advocateacademy.mykajabi.com/efficiency-hacks-free-guide Ready to scale your public-adjusting career? Download our FREE guide to optimize your workflow, manage your time, and grow your business! 🚀 ► Consider becoming a channel member to enjoy awesome perks and help us continue creating quality videos: https://www.youtube.com/channel/UCnL7u1fPYx6FNCkCRFtlvFw/join Thank you for being a vital part of the Commercial Claims Show 🧡 ========================== 👉 Shoutout to our partners 👈 ► The Farber Law Firm - https://bit.ly/thefarberlawfirm ► ClaimsWizard - https://claimwizard.com/ Here are all of the tools, gear, and books you'll need to be successful in your public adjuster business! https://www.amazon.com/shop/commercialclaimsshow =========================== Make sure you check out our new Public Adjuster Handbook 📙 Public Adjuster Handbook - https://university.commercialclaimsadvocate.com/ebook =========================== SOCIAL MEDIA: https://www.facebook.com/CommercialClaimsAdvocate/ https://www.linkedin.com/in/commercialclaimsadvocate/ https://www.instagram.com/vinceperriofficial/ https://www.tiktok.com/@commercialclaimsadvocate =========================== 🎯 Do NOT forget to check our website! https://www.commercialclaimsadvocate.com/ =========================== 🔴 Elite Resolutions - Responsible Public Adjusters https://eliteresolutions.com/about-us/
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How to Build a Multi-Million Dollar Public Adjusting Firm! w/ Steffany Velasquez
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