Four Ways To Help Your Staff Handle Insurance Billing

restoration insurance billingA lot goes into a successful cleaning and restoration company. This goes far beyond the on-the-groundwork of actually responding to and dealing with a disaster. A core additional component of restoration work is dealing with insurance claims. The vast majority of your jobs will be tied up with insurance companies. Learning how to work with them effectively is an easy way to streamline your revenue and make your company more efficient. Properly training your staff to work with insurance companies is the best thing you can do to ensure this process goes as smoothly as possible. Here are some tips for how you can help your staff handle insurance billing more effectively. 

Identify Your Billing Needs

First things first, you need to know what aspects of insurance billing need more attention for your business. Are there consistent problems you keep encountering? If so, identify the root of these issues and make that a main emphasis in what you train your employees. Identifying your billing needs also includes knowing which aspects of billing your administrative staff can handle and which require additional training. This alone could help prevent a lot of issues. It’s easy to assume the relatively untrained administrative staff can handle certain parts of insurance billing, but without specific training the likelihood of costly errors is much greater. 

Train Your Staff

Training your staff on insurance billing will ideally avoid a haphazard “learn by experience” approach. While nothing can substitute for experience, intentionally training your employees on the necessary skills required for handling insurance billing will go a long way toward increasing your company’s efficiency and avoiding costly errors. Also, make sure you cover industry-specific information in these training sessions. Such as software tutorials and an overview of commonly-used terminology.

Madalyn Morgan is a Senior Claims Team Lead at One Claim Solution (OCS) and has worked as an insurance billing specialist for almost four years. She had no prior experience or related educational background before taking on the responsibilities of a claim specialist, but developed her skills through OCS’s intensive training program. 

“We had a week of classroom training with PowerPoint and comprehensive test questions. Then the second week we would shadow our seniors and watch them work and answer calls,” Madalyn said. “By the third week, we were set free with our own desk, computer, and claims to handle.”

Madalyn said the training and experience has helped her step into the role of Senior Claims Team Lead. She now helps with the training process for new claim specialists. 

“I help conduct ongoing trainings every week where we go over new processes, developments and structural changes,” Madalyn said. “I aim to lead in a way that lets the team pitch in and make it a more collaborative experience.”

Establish Clear Communication

Clear communication is paramount to effective insurance billing. This is especially true when it comes to your staff. Your staff will inevitably have questions come up as they begin learning the ropes of processing complex claims. It’s important that they feel comfortable reaching out to management about their questions. Otherwise, they may risk submitting something incorrect they aren’t sure about rather than asking for help. 

Monitor Progress And Provide Feedback

Your work is still not done once you have trained your staff in insurance billing. You will need to continually monitor their progress and provide feedback as necessary. That doesn’t mean you should micromanage them, but you should be present to consistently provide training and guidance. 

After the initial weeks of training, OCS offers ongoing training, weekly check-ins, weekly meetings and performance reviews to make sure the team is up-to-date with billing processes and industry standards. 

“We’re continually learning and adapting because our work is based on OSHA standards, regulations and laws,” Madalyn said. “We also make sure to take into consideration market and industry changes.” 

A Final Word

Having the right staff trained to deal with insurance companies is one of the best things you can do to streamline your business. Doing so will take a lot of the work and pressure out of your hands so you can focus more on helping people recover from restoration disasters. To learn more about enabling your staff to handle insurance billing, be sure to subscribe to our newsletter.

Connor Trahan

Account Executive

Hi there! I’m Connor, the Account Executive for One Claim. My goal is to guide our contractors through the sales process, ensuring you’re equipped with all the information you need to make your decision and hit the ground running once aboard. We view ourselves as an extension of your business and I strive to make the process an enlightening and consultative one.
My career has primarily been focused in software sales over a few different industries but the last few years were spent helping general contractors solve similar problems to what we’re doing here at OCS! Outside of work, I love spending time with my family, cooking and boating during the summer months.

Nicole Liesenfelt

Director, Human Resources

Hello! I’m Nicole, and I’m here to champion for our employees, recruit for new talent, and impact culture at One Claim Solution. I find satisfaction in supporting a memorable employee experience and bring innovation, problem solving, and strategic view to the process. Nothing is more important than our people, and a healthy culture is my top priority! I have had the pleasure of building my career in various sectors, specializing in small to medium size firms focused on high-growth. My experience is centered around driving and implementing change, leading high-performing teams, and driving process improvements. I am excited to make an impact at One Claim. Outside of work, my family and I enjoy getting outdoors as much as possible to explore beautiful Colorado!

Elizabeth McGlone

Demand Generation Manager

Great to meet you! I’m Elizabeth, and I’m the one behind all the emails and advertisements you’ve been seeing. As the Demand Generation Manager at One Claim Solution, my mission is to connect with contractors like you who need our services. I’m passionate about having an impact on others and I bring a wealth of experience in demand generation and marketing strategy to create moments of delight, curiosity, and education for you.

Prior to One Claim Solution, I had the privilege of building marketing departments from the ground up at companies in a variety of industries, including IT consulting, first protection, and healthcare. Personally, I love being outdoors, playing Dungeons and Dragons and board games, singing, and traveling.

Alisha Yartzoff

Director of Contractor Success

Welcome! I’m Alisha, and I’m here to champion your success as the Director of Contractor Success at One Claim. With a passion for helping contractors thrive, I bring a wealth of experience in onboarding, customer service, and account management to ensure your journey with us is nothing short of exceptional.

Prior to joining One Claim, I had the privilege of scaling SMB and Enterprise Customer Success teams at fast-growing SaaS startups. With over six years of experience at companies like Mavenlink, Teamwork, and ServiceTitan, I honed my expertise in building high-performing teams and fostering proactive, consultative relationships. This background has equipped me with a deep understanding of the challenges faced by businesses like yours, and I’m dedicated to helping you overcome them.

Eric Terry


Hi there, my name is Eric! I am the Chief Technology Officer here at OCS, spearheading our technical strategy. I have a background in computer science, graduating cum laude from BYU-Idaho with a Bachelor’s degree in Computer Information Technology.

Before coming to One Claim, I served as the Director of Engineering at Slingshot Technology, Inc., a company later acquired by WorkWave in 2021. My professional journey has spanned both emerging startups and established corporations, with a steadfast focus on cultivating high-trust, low bureaucracy teams and innovating technology using agile methodologies.

In my free time, you can find me flying drones, enjoying the outdoors, and spending time with my family.

Cam Smith


Hello, my name is Cam, I’m the COO of One Claim Solution! I come from a management consulting background (Bain & Company) and hold an MBA from the University of Michigan. I have worked at a wide variety of organizations, from Fortune 500 to small-cap, in an equally wide variety of industries. I have over 15 years of experience in operations and strategic growth, and I have spent much of my career focused on developing high-performing tech-enabled service organizations through early stage and high growth phases.

Outside of work, my wife Brittny and I have four kids, ages 13 to 6. As residents of Mesa, Arizona, we love to ski and explore the national parks of the southwest!

Dan Doud


Hello, my name is Dan, and I am the CEO of One Claim Solution. I am super excited by everything we are doing at OCS to be the market leading insurance billing specialist that advocates on behalf of our restoration contractors. 

My professional experiences are predominantly corporate in nature. My career started at General Electric in finance and accounting. Immediately prior to joining OCS, I spent time as an investor at Bondcliff Partners and management consultant with Bain & Company. I also hold an MBA from the Kellogg School of Management at Northwestern University and got my BS in finance and accounting from Northeastern University.

Outside of the office, I enjoy spending time with my wife, two young children, and our family dog, Whiskey. We live in Charleston, SC and take advantage of the beautiful weather by spending as much time as possible outside at the beach or adventuring around town

Josh Ehmke

Co-Founder and General Counsel

Hi, I’m Josh! In 2016, I co-founded One Claim Solution with my partner Jeremy Traasdahl, and I serve as General Counsel of One Claim Solution. Working in the restoration industry, Jeremy and I saw contractors struggling to get paid quickly and fairly and we knew there was a need for change. We founded One Claim Solution to be this change and it’s been my privilege to see our company grow and to advocate for our clients as general counsel.

Outside of my passion for helping the restoration industry, I enjoy spending time outdoors, fly-fishing, hunting, skiing, and coaching my kids’ baseball teams. I’ve been married to my amazing wife for 20 years and we have a beautiful family of 5 children.

Jeremy Traasdahl


Hey, I’m Jeremy! In 2016, I co-founded One Claim Solution with my partner Josh Ehmke. Working in the restoration industry, Josh and I saw contractors struggling to get paid quickly and fairly and we knew there was a need for change. We founded One Claim Solution to be this change and it’s been my privilege to lead our amazing team.

Prior to One Claim Solution, I started my career as an inside sales rep for Avnet, then moved to Pepsico as a district sales manager. Outside of work, I love spending time with my wife and four children, two boys and two girls!