When speaking 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 simply 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.
And you may request the following information:
How many people live at the residence
The type of residence (home, apt)
To remove any cash, jewelry, pets, or firearms prior to the teams arriving on-site.
You request they complete any required documentation such as authorization forms, direction of payment, photo inventory acknowledgment, etc.
iCat does have a Field Service tool, which allows you to schedule any type of billable (or non-billable) scheduled activity. This is an advanced feature. Here's how: