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The National Association of Independent Insurance Adjusters is an association of independently-owned property and casualty claims adjusting companies located throughout the United States.

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NAIIA Strategic Planning Initiative

On behalf of the Strategic Planning Committee (SPC), we would like to express our thanks to all of our member firms and National Advisory Council members who offered input and dialogue this past year toward our strategic planning initiative. The SPC evolved in response to a need to set a course into our future through the transitions of a new Executive Director, changing officers, and our rapidly changing industry. The strategic planning followed our updates to the NAIIA mission, vision, and values.

The SPC resurrected the Balanced Scorecard Approach to Strategic Planning. (Kaplan & Norton, 1996), which had been presented formerly by Mike Csom, Sr. in planning initiatives in 2000. This approach includes four perspectives for effectively communicating strategic intent:

  1. Financial Performance
  2. Efficiency
  3. Knowledge and Innovation
  4. Stakeholder Satisfaction

Balanced Scorecard courtesy of

The SPC surveyed our membership and met throughout the year to develop goals and action plans aimed at addressing member needs and catapulting the NAIIA into a bright future.

Click to view NAIIA Strategic Planning Document - PDF

We’ve seen a number of goals accomplished during 2018, including the development and execution of a new member management system, updates to our website, launching of our Appraisal Certification program, and alignment of the Registered Professional Adjusters (RPA) into the NAIIA.

Our future goals include the development of a blueprint for leadership engagement throughout the NAIIA, sustained promotion through marketing and communications, ongoing excellence in educational opportunities and business roundtables, and optimized access to clients and networks through the growth of our NAC Panel.

To realize the fullest potential of this effort, we need the collaboration of our membership. We recognize collaboratively we can all accomplish more through the strengths and talents of the remarkable leaders throughout the NAIIA.

If this is a year where you can give within your NAIIA community and are passionate about areas of need, we would like to hear from you. We invite you to live out our mission to promote the highest standards of claims excellence and professionalism and participate in our efforts toward education, training and leadership engagement. We invite you to share one to two hours per week or month, or better, to collectively and individually make a positive and lasting impact on our members, industry and local communities.

We invite you to read our Strategic Plan outcomes and learn more about areas you can serve.

To collaborate further with us as members of the NAIIA, please contact Sheri Csom, Executive Director, or any member of the Strategic Planning Committee:

  • Susan Daniels, Northern Adjusters
  • Dave Hausch, Hausch & Company
  • Joel Moore, Gulf Coast Claims
  • Mike Csom, ASU Group
  • Brian Harlow, Johns Eastern
  • Peter Schifrin, Schifrin, Gagnon, and Dickey