STORM INSPECTION APPOINTMENT:
- ***(sales person initials) Inspection*** / customer name / address
- EXAMPLE: MK INSPECTION CHARLES DOE (ADDRESS ADDED TO CALENDAR INFO)
AA:
- ***(sales person initials) AA*** / customer name / Insurance company and adjuster info (phone number) / customer phone number / address
- EXAMPLE: MK AA CHARLES DOE (STATE FARM) ADJUSTER CEDRIC (ADDRESS / CUSTOMER CONTACT / ADJUSTER CONTACT INFO ADDED TO CALENDAR INFO)
RETAIL APPOINTMENT:
- ***(sales person initials) Retail Appointment*** / customer name / address
- EXAMPLE: MK RETAIL APPOINTMENT CHARLES DOE (ADDRESS ADDED TO CALENDAR INFO)
CUSTOMER MEETING:
- ***(sales person initials) Customer Meeting*** / customer name / address / reason for meeting
- EXAMPLE: MK CUSTOMER MEETING CHARLES DOE (ADDRESS / REASON FOR MEETING ADDED TO CALENDAR INFO)
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
