08/01/2025
Hello PA’s and Restoration Companies in FL!,
In CSR Claims Assistant, a remote outsourcing company that offers operational, administrative, and marketing support services designed specifically for Public Adjusters, Restoration companies, and Law Firms operating in Florida.
Our goal is to help you reduce your workload, increase efficiency, and stay compliant with DFS regulations — all with a professional, bilingual, fully remote team.
📞 Call Center
• Inbound and outbound calls
• Welcome calls and appointment confirmations
• Inspection scheduling
• Carrier follow-ups (no negotiation or representation)
• Daily or weekly reports (based on client preference)
• Commission per appointment is negotiated based on client type and volume
👩💼 Remote Personal Assistant
• Calendar management, reminders, and internal task coordination
• Scheduling with contractors, attorneys, or team members
• Drafting internal notes and handling correspondence
• Email inbox triage and sorting (no direct contact with policyholders)
📝 Claims Support / Collections
For Public Adjusters:
• Drafting of LOAs and administrative letters (under your instructions)
• Uploading and organizing documents into your claim system
• Status follow-ups with insurance carriers (administrative role only)
• File maintenance and organization by case
• Chronological activity logs for each claim
For Restoration Companies (under the name “Collections”):
• Ongoing follow-ups with carriers to confirm pending payments
• Organizing supporting documents for completed jobs
• Detailed logs of administrative actions and calls
• Preparing files for client use in billing or collections
• Payment tracking and analysis by case
📲 Digital Marketing & Brand Positioning
🌱 Basic Package
• Basic style guide: colors, fonts, and tone of voice
• 3 static posts per week
• 1 daily story
• Website built using pre-designed templates
• Tri-fold brochures showcasing services (based on client’s offerings)
• Business card design for networking
🚀 Professional Package
• Full brand guide with consistent visual identity
• 5 static posts/week with premium design and persuasive copy
• 1 reel/week (advanced editing: transitions, trending music, subtitles)
• Custom daily stories
• Monthly performance report
• Website using pre-designed templates
• Tri-fold brochures tailored to client services
• Business card design for networking
💼 Full Package
• Everything in the Professional package, plus:
• Carousels, video or animated testimonials
• Ongoing brand strategy optimization
• Consulting for content and digital presence
• Organic campaign support
• Website developed using block-based code (fully customizable and professional)
• Design of brochures, business cards, tri-folds, flyers
• Monthly support + unlimited edits to website
🎯 Ad Campaigns + Call Center
• Campaign setup for Facebook, Instagram, or TikTok
• Creation of lead forms or landing pages
• 3 bilingual call center agents assigned for real-time follow-up
• Lead qualification, follow-up, and appointment setting
• Campaign performance reports and optimization
⚖️ Legal Compliance & Professionalism
CSR Claims Assistant strictly operates within the legal framework of the Florida Department of Financial Services (DFS).
As such:
🚫 We do NOT act as Public Adjusters, attorneys, or contractors
🚫 We do NOT interpret insurance policies or negotiate with carriers
🚫 We do NOT provide advice directly to policyholders
✅ We DO offer administrative, operational, and marketing services
✅ We DO work under the supervision and instructions of a licensed professional
CSR is the strategic partner that allows Public Adjusters, Restoration Companies, and Law Firms to delegate confidently without risking compliance or professional reputation.
I’m happy to answer any questions or schedule a call to customize this proposal to your needs.
Best regards,
Andres Eduardo Sanchez Rangel
CSR Claims Assistant
📞 (407) 279-0703