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Even the best restoration software tools only work well if your team knows how to use them. After you’ve picked a new technology tool to use as a part of your restoration claims billing work, the next step is to train your restoration team on how to use it. At One Claim Solutions, our team uses several software tools to help us successfully manage claims billing for our restoration contractors. We’ve seen what it takes to successfully train a restoration team on new tech. If you’re a restoration contractor planning your company’s onboarding for a new technological tool, here are some practical tips to help you successfully train your restoration team on new technology to make sure your investment isn’t a waste.
Before rolling out a new platform or tool, make sure you’re clear on why you’re implementing it. Maybe you are trying to reduce paperwork, improve communication with insurance carriers, or track job progress more accurately.
Regardless of what your goal is, be sure to convey it to your team. They are much more likely to buy into training when they understand the “why” behind the change. As you are training, keep tying the lessons back to your goals.
Not every team member learns the same way, which means a one-size-fits-all training session will always leave several employees straggling behind or disengaged. Instead, intentionally build multiple training formats into your training plan. When you do this, you’ll be able to ensure you reach everyone in a way that works for them, leading to a more confident and proficient team.
Don’t be afraid to get creative with training formats. Here are some ideas to get you started:
Training your team on every feature of a new system all at once is one of the most common mistakes we see restoration contractors make. When you go for the “everything, everywhere, all at once” approach, you leave your team feeling overwhelmed and confused. And a confused team is not a team that is eager to buy into the software.
Instead, break training into smaller steps. What those steps are will depend on what tool you are trying to train your team on. But here are some examples to help you get an idea of what the training phases could look like:
A phased approach helps your restoration team absorb the training information gradually. Then, when it comes time for the next phase, they are ready to listen, learn, and implement.
Training your restoration team on new technology will always be more effective when the training content feels relevant. Instead of teaching technology in the abstract, connect it directly to your team’s day-to-day tasks. For example, if you’re rolling out a project management app, create a sample job and show how updates flow from field techs to the office. This not only makes the training feel practical but also helps employees see how the new tool will make their jobs easier.
Managers don’t necessarily have to be the ones always training the team on using new apps or software. On any restoration team, there will be some people who are more technologically fluent than others. Leverage this by choosing “tech champions” on your team. Give these team members advanced training, and then have them help you train the remaining team members and act as go-to resources for their coworkers. Having peers to turn to for quick questions makes it less intimidating for team members who may struggle with new systems. It also reduces the burden on managers to answer every small question. Plus, these tech champions may have ideas about how to take full advantage of the technology’s features that you wouldn’t have considered yourself.
Training doesn’t end after the initial rollout. Learning is an ongoing process, and your team will probably forget steps, run into unexpected issues, or discover features they don’t understand. The key to preventing frustration is providing ongoing support. This could look like regular refresher sessions, a library of how-to guides, or turning to your tech champion when they have questions. The key is making sure your restoration team knows where to go when they get stuck, rather than abandoning the technology altogether.
You can’t improve what you don’t measure. Monitor how well your team is adopting the technology and whether it’s actually helping you achieve the goals you set. Pick the metrics you track based on your goals. If you notice gaps, it may mean employees need more training, or that the process itself needs to be refined.
While technology is powerful, it should never replace the human relationships that drive restoration success. As One Claim Solutions Co-Founder Josh Ehmke puts it, “Technology is only as good as the people behind it.” Some employees might see new technology tools as a sign that they’re being replaced. Your task is to convey to your restoration team that technology is a tool to support, not replace, the team’s expertise, communication, and judgment.
Training your restoration team on new technology takes time, consistency, and the right approach. But for many contractors, managing both claims and tech training in-house can be overwhelming. That’s where One Claim Solution comes in.
At OCS, we’ve already developed and refined restoration-specific claims technology through our Contractor Portal. We’ve tested it, trained our team on it, and proven its ability to streamline claims and help contractors get paid faster. Instead of investing months into training your staff on complex claims systems, you can outsource to OCS and immediately benefit from our technology and expertise. Reach out to One Claim Solution today to see how our technology-driven approach can help your restoration business get paid faster and with less stress.
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.
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!
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.
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.
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.
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!
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
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.
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!