Training system setup
We shadow each role, write one-page checklists, film short videos and build a first-two-weeks plan.
Owners whose new hires learn from whoever is on shift.
Training systems, supplement recovery and business consulting.
Start with a free Discovery Review. Upgrade to a full supplement package when there's money on the table. Or bring us in for workflow, websites, and general business operations — for shops and other businesses.
Training systems
Monthly upkeep
Updates when things change, help with new hires, a quarterly check.
Every business that has finished setup.
Discovery Review
Every line of your carrier estimate cross-checked against the platform that authored the procedure.
Shops testing the water on a single file, or unsure what's recoverable before committing to a full supplement.
- Line-by-line review against Mitchell CEG
- CCC ONE procedure page verification
- Recovery quantified in dollars
- MATCH / MISSING / DISCREPANCY status per operation
- Written proceed / don't-proceed recommendation
- Delivered within 48 business hours
Full Supplement Package
The complete package: citations, methodology, and correspondence, on letterhead, on the record.
Files where Discovery identified material recovery and the shop is ready to move.
- P-page citations for every recovered line
- Wisconsin statute and administrative code citations
- OEM position statement documentation
- Labor and paint methodology justification
- Excluded operations, spelled out
- Delivered ready-to-submit to the carrier
Adjuster Correspondence
We handle the back-and-forth directly. Every letter tracked, every clock watched.
Every Stage 2 file. Also available standalone for shops handling their own supplements.
- Direct correspondence with the carrier adjuster
- Statute-anchored letters on Tactic Management letterhead
- Follow-ups tracked against Wis. Admin. Code § Ins 6.11 windows
- Escalation to supervisor when acknowledgment windows are missed
- Documented resolution or written impasse
Ongoing Retainer
Every file, every month. We become the shop's supplement desk without the headcount.
High-volume shops that want us in the loop by default across their entire book.
- All incoming files reviewed by default
- Predictable monthly pricing
- Priority turnaround
- Quarterly recovery reporting
- Direct line to the specialist
More than insurance. We help the business run.
Businesses need the same systems as any other operation: clear workflows, a professional web presence, and someone to think through the next move. We do that too.
Workflow Management
Map your intake, estimate, repair, and billing flow. Cut the bottlenecks that slow cash down and create SOPs your team can follow.
Businesses growing fast or tired of the same daily friction.
Websites & Digital Presence
Clean, professional sites that explain what you do, build trust with customers, and make it easy to contact or request an estimate.
Businesses without a site, or with one that no longer reflects the business.
General Business Advisory
Pricing strategy, vendor conversations, process reviews, hiring workflows, or whatever else is keeping the owner up at night. If it affects the business, we can work on it.
Business owners who need a second set of eyes without a full-time hire.