When talking to the insured to arrange your first on-site visit, it's best to set all expectations while gathering all relevant information.
For example, you may advise the following:
How the on-site team will document the loss and contents
The Non-Salvage Inventory Process
Remind them they can access their secure Homeowner Portal at any time
What is being done at the appointment? Perhaps this may be a walk-through to understand the job scope and provide a reserve estimate.
What is expected of the insured: You may request they be present during the entire appointment, that they only speak to the designated Road Lead for any instructions on-site, to have any Rush Items or Sentimental Items set aside or flagged for the Road Lead to inventory correctly, etc.
You may request the following information:
How many people live at the residence?
The type of residence (home, apt)
Remove any cash, jewelry, pets, or firearms before the teams arrive on-site.
You request they complete any required documentation, such as authorization forms, payment directions, photo inventory acknowledgment, etc.
iCat does have a Field Service tool, which allows you to schedule any billable (or non-billable) scheduled activity. This is an advanced feature. Here's how: