Terminology
What are some other names for a Direct Inspection?
Solo inspection and Roof exterior inspection
When Allstate calls in for a status update on a project, which system should you search the claim in with Exemplar?
Xactanalysis
If no number is provided for the insured. Who do we contact regarding the number for the insured?
The adjuster
What button should you select if you are the first contact on a project.
First contact button
When you get into work, what aux do you start in?
Available
What is the Public Adjuster's role on a project?
They represent the insured.
Who approves a service type to be added or removed?
The adjuster.
Who should we email for any escalations?
Customerserviceleadership; TM/FM; Escalation Chat
What time do we start making calls to the west coast?
11am
What is the time frame for an Emergency Tarp?
7-8am (unless requested otherwise)
What is another term for assets?
Deliverables
Where can we find quick scripts to send to the adjusters?
Training Learning Center; Email Quick Scripts
If the contractor is not listed on the claim, what should we do next?
Call insured or adjuster to confirm
Does State Farm offer interior inspections as a service type?
No
Who can we send the PIF's too?
Adjusters only
What is another term for policy holder?
Insured
What time do our service technicians call out to the insured to confirm the narrow down time window?
after 5pm
What are three tips on deescalating a call when handling an irate or abusive caller? (Hint think acronym)
BREATHE: Breathe, Relax, Engage, Acknowledge, Time, Help, Exit
What are the non-scheduling voicemails carriers?
Farmer's/FWS/Foremost, Safeco, MetLife, Liberty Mutual, CAN Network, KIN Insurance, OPENLY, Deskimate, CSAA, Chubb,USAA
Where should you look to find if the claim has a contractor, attorney, or a public adjuster?
address and project comments
What is a OOC?
Out of Coverage
Where should we look to find a service region and area if they are not given on a claim. (hint we use this zip code)
In the Closed projects
Once the inspection is completed can we share the technicians information?
No
Can we assign a technician to a claim?
What is the cutoff for next day scheduling?
430/5pm