Project Steps
Project Steps for New Customer on Hail and Wind Damage
1. Get Ready
2. Meet Homeowner – Introduction
2a. Canvassing Introduction
2b. Building Introduction
2c. Introduction Letter
2d. Follow-up to Introduction Letter
3. Inspect the Property
4. Make the Sale
4a. Giving the Presentation
4b. Explaining Agreement
4c. Destroying Objections
4d. Submitting Claim
4e. Reassuring Homeowners
5. Create Estimate
6. Meet Adjuster
7. Receive Adjuster Report and First Payment
8. Submit Project Package
9. Notify Homeowner
10. Visit Project Site
11. Perform Final Quality Control
2. Meet Homeowner – Introduction
2a. Canvassing Introduction
2b. Building Introduction
2c. Introduction Letter
2d. Follow-up to Introduction Letter
3. Inspect the Property
4. Make the Sale
4a. Giving the Presentation
4b. Explaining Agreement
4c. Destroying Objections
4d. Submitting Claim
4e. Reassuring Homeowners
5. Create Estimate
6. Meet Adjuster
7. Receive Adjuster Report and First Payment
8. Submit Project Package
9. Notify Homeowner
10. Visit Project Site
11. Perform Final Quality Control
If there are any legal disputes at any stage of the project or you know that insurance company does not act in a good faith on the claim, then assign the contact to your Manager.