1. TrueHaven Culture & Experience Questionnaire

TrueHaven Culture & Experience Questionnaire
Thanks for your interest in joining the team at TrueHaven Claims Consulting!

This short questionnaire helps us get to know your background and values so we can determine the best possible fit. There are no wrong answers — we value honesty, empathy, and alignment over perfection.

Take your time and answer thoughtfully. If it feels like a match, we’ll follow up soon with next steps.
🔷 Tell Us About You
Name*

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email*
example@example.com
Phone Number*
Please enter a valid phone number.
How did you hear about TrueHaven Claims Consulting?*
📊 Section 1: Culture Fit
How would you describe your approach to working with insurance carriers?*

I believe you have to fight to get what's fairI challenge them when necessary, but respectfullyI believe in collaboration and professionalism, even during disputes
Are you open to learning a new, structured system and adjusting your current workflow?*

No, I prefer to do things my wayI'm open to change if it makes senseYes, I'm eager to improve how I work
How do you handle emotional or distressed clients?*

I get frustrated when emotions take overI stay neutral and try not to get too involvedI lead with empathy and calm professionalism
Which best describes your communication style?*

Direct and aggressiveProfessional but blunt when neededClear, concise, and respectful
Do you feel comfortable following set procedures and systems for handling claims?*

I don't like being restricted by SOPsI can follow systems but like flexibilityI prefer clear structure and expectations
How comfortable are you using technology like CRMs, mobile apps, and video calls?*

Not very comfortable with techSomewhat comfortable but need help at timesVery comfortable and quick to learn
How comfortable are you with educating clients throughout the claim process?*

I prefer to focus on the technical side and avoid client interactionsI can explain things when asked but don’t always go out of my wayI take pride in educating clients and keeping them informed at every step
Culture Fit Score
🧠 Section 2: Experience Overview
How many property claims have you handled?*
What types of claims are you experienced with?*

RoofWater/FloodFireHurricane/CATCommercial Property
In which states are you currently licensed as a Public Adjuster?*

GeorgiaFloridaNorth CarolinaSouth CarolinaNot licensed yet
Are you currently working as an apprentice or a consultant under a licensed Public Adjuster?*

Yes, I'm currently working under a licensed PANo, I am not currently working under a PAI’m not sure
What is your typical travel radius for field inspections?*

Local only (within 20 miles)Up to 50 milesUp to 100 milesI’m open to travel regionally or state-wideI’m available for CAT/national deployments
What is your experience with estimating software like Xactimate or Symbility?*

I can read and interpret Xactimate/Symbility estimatesI can create basic estimates in XactimateI am Level 1 Xactimate CertifiedI am Level 2 Xactimate CertifiedI am Level 3 Xactimate CertifiedI am experienced with SymbilityI’m not familiar with either system
What is your experience with construction and documenting scope of work?*

No construction experience and haven’t written scopes beforeBasic familiarity (e.g., took notes, helped a contractor)Comfortable identifying damages and writing simple scope notesExtensive experience with construction or scoping for estimates
Where do you have the most experience?
Are you looking to work full-time or part-time?*

Full-timePart-timeOpen to either
Experience Score
💬 Final Questions
Why are you interested in working with TrueHaven Claims Consulting?*
Anything else you'd like us to know?
At TrueHaven, we take a structured and collaborative approach to public adjusting. We don’t “wing it,” and we don’t operate as lone wolves.

We use systems, templates, and a clearly defined process to keep claims moving quickly, document damages thoroughly, and provide excellent communication to both carriers and clients.

We work as a team — and expect every adjuster or consultant to follow our SOPs, use our platform, and treat homeowners with empathy, not just efficiency.

If you’re looking for full independence with no oversight, we may not be the right fit — and that’s okay.

But if you’re excited to be part of a professional, values-driven firm that’s redefining the reputation of this industry — we’d love to hear more.
Are you comfortable following a structured process, using checklists and templates, and receiving feedback as part of a team?

Yes, that’s exactly what I’m looking forI’m open to it, even if it’s new to meI prefer working fully independently and may not be the best fit
Agreement*

I understand this is a preliminary screening to determine cultural alignment with TrueHaven Claims Consulting and does not guarantee an interview or position.
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TrueHaven Culture & Experience Questionnaire

🔷 Tell Us About You

📊 Section 1: Culture Fit

🧠 Section 2: Experience Overview

💬 Final Questions