(1st) Contact – 2-3 days after a claim is filed for adjuster appointment checklist.
(2nd) Contact – Congratulations / Customer Checklist call immediately after adjuster appointment. (ASK FOR REFERRALS)
(3rd) Contact – (1st) Check pick up / Colors / Scope of work appointment.
(4th) Contact – Short text or call to let them know where they are in our LPACIC process.
(5th) Contact – After work is complete follow up with customer to give update. (ASK FOR REFERRALS)
(6th) Contact – Notify customer to let them know we have invoiced insurance and to expect check in 7-10 days
(7th) Contact – Final balance pick up appointment (ASK FOR REFERRALS)
Handbook Table of Contents
Section 1
- ASI Mission Statement
- ASI Company History
- Job Description
- Internal Employee / Contractor Recruitment Program
- ASI Corporate Guidelines: Dress Code
- ASI Corporate Guidelines: Reporting Issues Pertaining to Work
- ASI Corporate Guidelines Corrective Action / Resignation / Termination
- Field Associate Voicemail Script
- Roofing Basics
- Helpful Links: Product Knowledge
Section 2 Lead
- Claim to Closure Process
- Insurance Claim Checklist
- Canvass Training
- ASI Corporate Guidelines: Lead Process
- How to Run a Retail Lead at ASI Construction
- Rebuttals
- ASI Communication Guidelines
- Format for Calendar Entries
- Example: Material Checklist
- Adjuster Appointment Checklist
- Claim Denied Checklist
