Step 1
What is required for your intake to be filed?
10 photos in labeled folder, intake uploaded in docs, HO contact information filled out, tag Breck to file
How early should you arrive to an adj appt?
30 minutes early
What payments does an RCV scope include?
First payment, deductible, final payment
When a HO says their claim got denied, what's the first thing needed before we proceed?
Denial Reasoning
Who do you tag to file claims?
Who do you tag for production related items?
Who do you tag for sales related items?
Breck Blackburn
Eric Smith
Ayana and Ben
You are prepared for the day if you have ALLLLLLL these items:
chalk, doorhangers, business cards, GAF folders, boots, ladder, ENERGYYY
When an adj appointment is completed, what are the next steps?
Move job to adj complete status and update notes on how adj appt went
Can an ACV scope have recoverable depreciation?
YES
If the denial reasoning was due to insurance not being able to find a storm report to support the damages and DOL we provided, what do we do next?
Provide evidence/proof of the DOL we provided. (storm report)
When is payroll due? (Day and time)
Monday 4PM
It's 2PM and you've left nothing but doorhangers. What should you do next?
It's a 9-5, need to go to a new hood
When an adj appt is completed, what is next with the HO?
Explain how the appt went, either they will be expecting good news or bad news and explain what to expect next!
What is non-recoverable depreciation?
Portion of insurance proceeds a HO will not receive due to policy
If denial reasoning was due to the DOL falling outside of the HO's policy timeline, what do we do next?
Need to reach out to HO's previous insurance to get process started again
What do you do when Breck tags you that your claim is filed?
Reach out to HO via text and let them know that we have successfully provided their information to insurance and have started their process. Also provide them their claim number
What is needs to be done prior to inspecting a HO's roof?
Give the HO their homework
What are the two most common third party inspectors?
Seeknow and Hancock
What are the 2 indicators of ACV scope?
Brackets and quite literally says non recoverable depreciation on payment page
If denial reasoning was due to insurance stating damages were wear and tear/due to old age, what type of documentation is needed and why?
Test Squares, to prove the presence of storm damage
When your HO sends you a scope of work, what should you do next?
Upload files to job docs and tag Ayana and Ben for next steps
After you successfully close a HO, what's next?
Explain step 2, insurance will call to schedule the adj appt, let us know so we can be there to advocate for you and so on
What insurance has always approved claims? (Extra points for adj name)
Midwest (Austin)
What's the difference between an ACV scope, ACV on the payment page and ACV on the line item page?
ACV SCOPE: there will be non recoverable deprecitaion
ACV PAYMENT PAGE: first payment + deductible
ACV LINE ITEM: amount released in first payment
When would the matching route work best?
Insurance pays for a bunch of shingle repairs
After you make an insurance call, regardless if you left a message or not, what is next?
Updating notes and HO