Insurance Claim Checklist

[Customer Name]:_____________________________________________________

[Customer Address]:___________________________________________________

• Knock on potential Customer’s door and recite “Company Pitch”
• Customer says “No” to FREE Roofing / Siding Inspection
• Use Rebuttals
• Customer says “Yes” to FREE Roofing / Siding Inspection
• Complete Inspection (3 – 5 Min)
• Use “7-8 Minutes Pitch”
• Claim Filed (7 – 8 Min)
• Contingency Agreement Signed (2 Min)
• Follow up with Customer (2 days after Claim Filed, has Insurance Adjuster reached out to schedule AA?)
• Adjuster Appointment Scheduled – Date / TIme: _____/_____/______ (Occurs within 1 week of Claim Filed)
• Adjuster Appointment Completed – Take ALL PHOTOS and Complete ALL CHECKLISTS (30 Min – 2 Hrs)
• APPROVED By Insurance – Notify / Congratulate Customer and explain “Cusotmer Checklist” (5 Min)
• Turn in ALL “WHITE” Signed Contracts from previous week @ next (Weekly Sales Meeting) (10:00AM – 11:00AM)
• Must Complete To Receive First Half of Commission:
  • Insurance Approval Date: _____/_____/______
  • AccuLynx – Upload ALL Customer Information
  • Contract – Signed and completed to entirety
  • Balanced Claims Photo Checklist – Upload ALL photos to AccuLynx
  • Material Checklist completed to its entirety
• Job Turn In Folder – Organized and turned in to Sales Manager @ next (Weekly Job Turn-In) (11:00AM – 1:00PM)
• “PROSPECT” ASI converts JOB / CLAIM to a “PROSPECT” via AccuLynx
  • Complete – Color Key Chart – Structural Damage Claim Policy (10 Min)
  • Submit Insurance Summary to ASI Construction for “Reviewal Process”
  • E-mail and / or review Insurance Summary with homeowner (30 Min)
  • Explain Work We Don’t Do – We will credit upon collection of Final Balance
  • Explain Supplement Process (May take up to 30 – 60 days) “Case By Case Basis”
• Must Complete Prior To Installation: (Within 14 days from “PROSPECT” DATE)
  • ***SCOPE OF WORK*** Sheet filled out, TAG Production Manager via AccuLynx Messages (5 – 10 Min)
  • Insurance Authorization Form (Within 14 days from PROSPECT DATE)
  • Mortgage Affidavit (Within 14 days from PROSPECT DATE)
  • Insurance Summary (Within 14 days from PROSPECT DATE)
  • First Payment (Within 14 days from PROSPECT DATE)
  • Color Selections for ALL trades being completed (Within 14 days from PROSPECT DATE)
• Have Customer complete Pre-Start Checklist via E-mail and / or in person
• “APPROVED” ASI converts CLAIM to “APPROVED” for Production / Installation via AccuLynx
• Installation(s) and Service Issue(s) “COMPLETED” to Customer’s 100% Satisfaction
• “COMPLETED” ASI Production Manager converts CLAIM to “COMPLETED” via AccuLynx
• Explain “Supplement Complete” notation from Balanced Claims to Customer: Justify “Items Added”
• ***MA / WWDD CREDITS*** Enter into AccuLynx via Messages and TAG Manager of Customer Care
• “INVOICED” ASI Invoice Department sends (FINAL INVOICE) to Insurance Carrier
• Call Customer: Once Claim is converted to “INVOICED” via AccuLynx – (Check arrives within 7-10 business days)
• Customer “FINAL INVOICED” by ASI Construction
• Final Check – Collect from Customer (Within 7-10 days of Claim / Insurance Carrier being FINAL “INVOICED”)
• “CLOSED” Profit Analysis Calculated – COMMISSION less any draws are paid on the 30th of each calendar month