Of course, the first thing you do when you get a claim is to call the insured.  If there is any type of contents work involved, this is a great opportunity to discuss how you will be processing their job, specifically at their home/property.

Build Confidence

Explain to the insured how you inventory their contents, including full images to document exactly what they have and what will be removed, and that you will be barcoding all boxes and large items so that everything can be tracked and accounted for throughout the lifecycle of the process.

If there is a non-salvage component, explain this process too: That you are photo documenting all contents, and that that insured will have their own portal to review every single non-salvage item, with the opportunity to input purchase details.  Highlight the fact that your process helps them get paid quicker!  

Let them know you will be sending them an email (shortly after your call with them) which will include login information to their homeowner portal.   This portal will be their go to source to see all their contents on-line in the comfort of their home.

By doing this, you have set their expectation regarding the pack-out process, and likely impressed them with your technology and approach - a great start!

Learn More About the Insured

How many people live there, the dwelling size, and any important information you require to attend onsite successfully while catering to their needs.

Many companies send documents ahead of time, such as Direction of Payment, Authorization Forms, Disposal Forms, and any document required by the company to proceed with the first stages of work.   It's best to send this in advance of arriving on-site, so that no time is wasted when you first visit the insured - and - they are fully aware and prepared for your visit.

You can log the call and respective notes in the Job Dashboard (8:40 sec).

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