Documentation
Mastery Workshop
File documentation is the last line of defense in a disputed claim. This 1-credit general CE course covers the documentation habits that reduce exposure — what to log, how to log it, and how the file reads when a regulator pulls it. Live on Microsoft Teams. Certificate and roster submitted same day after verified completion.
About This Course
This 1-credit general CE course covers the documentation practices that protect adjusters from complaints, audits, and disputes — what goes in the file, when it goes in, and how it needs to read when it matters. TDI-approved live webinar. Attendance verified before and during the session.
What It Covers
- File structure and timestamped entry discipline
- Documentation that supports deadline compliance
- How file gaps become complaint vulnerabilities
- Photo, estimate, and correspondence documentation standards
Who It's For
- Texas adjusters needing 1 general CE hour
- Adjusters handling high-volume or complex claim files
- New adjusters building strong documentation habits
- Supervisors reviewing file quality across their team
What's Included
- Live instruction on Microsoft Teams
- Instant order confirmation email
- Webinar access details sent after confirmed registration
- Certificate and roster handling after verified completion
What Happens After You Register
- 1Payment confirmation is sent instantly. You receive an order confirmation at the email used at checkout. No waiting on support.
- 2Webinar access is sent by email. Your Microsoft Teams join link is included in your order confirmation. Check your spam folder if you do not see it before the session. Check your spam folder if you do not see it before the session.
- 3Attendance is required. You must be present for the full live session. Partial attendance does not satisfy the 1-credit requirement.
- 4Certificate and reporting handled after verified completion. Your certificate is issued and your completion is submitted to TDI via Sircon the same day the session ends. Transcript posting timing is controlled by TDI.
Pricing
Upcoming Sessions
All sessions cover the same material. Register for any date that fits your schedule.
Reporting & Certificates
Completion is submitted to TDI via Sircon the day of the session. Your certificate is issued the same day. If your transcript is not updated within a few business days, contact support with your course code, completion date, and license number before re-registering. Do not re-book before checking. TDI Provider No. 235277.