Organization *

Owner or Authorized Person's First Name *

Owner or Authorized Person's Last Name *

Preferred Phone *

Preferred Email *

Address

Street Address *

City *

State *

Country *

Postal Code *

What States or Provinces do you service

Use abbreviations

Website

Do you submit the subcontractor estimate or Markup mand include in your costs *

Always Markup

Depends Trade

Depends on claim

Always Submit original sub estimate

What measurement provider company do you most commonly use and why? (Eagle View - Hover - RoofScope - RoofReports - Etc.) *

Who Orders the measurements: EV, Hover, etc.? *

Company Admin

Sales

Project Manager (different from sales)

Other

Do you use? *

Itel

NTS

Other

Who Orders Itel or NTS

Company Admin

Sales

Project Manager (different from sales)

Other

Percentage of Residential projects vs Commercial projects (Res _ % - Com _ %)

Write your typical sales pitch

Rate Asphalt Shingle Manufacturers: GAF

BadGood

Please explain your GAF Rating

Rate Asphalt Shingle Manufacturers: Owens Corning

BadGood

Please explain your Owens Corning Rating

Rate Asphalt Shingle Manufacturers: CertainTeed

BadGood

Please explain your CertainTeed Rating

Rate Asphalt Shingle Manufacturers: Tamko

BadGood

Please explain your Tamko Rating

Rate Asphalt Shingle Manufacturers: Malarkey

BadGood

Please explain your Malarkey Rating

Rate Asphalt Shingle Manufacturers: IKO

BadGood

Please explain your IKO Rating

Rate Asphalt Shingle Manufacturers: Atlas

BadGood

Please explain your Atlas Rating

What is the process for determining the proper ventilation (who does it, how is it done)?

What is your process for determining the correct quantity of Ice and Water Shield (IWS)?

What are the bottlenecks that cause disruption, delays, distraction, inefficiency

Most common frustrations when initiating the project (initiating the sale, initiating the claim process)

Most common frustrations when running/managing the project

Most common frustrations when trying to conclude/finish the project

Who performs the inspection of the insured's property? *

Salesperson

Sales Manager

Designated Project Manager (other than salesperson)

Other

Describe your photo taking - photo documentation process. *

Describe the process for working with the insured.

Xactimate *

Select Line Item and allow default labor rates

Labor Rates selected for trades performing work

We do use F9 notes to describe the line item

Include O & P on all line items

Include O & P on all Items Except roof

If Xactimate, describe what you know about Xactimate, does your company have Xactimate protocols?

How often do you use experts to substantiate your work and costs and what experts are used most often? *

What percentage of claims/projects do you engage a PA?

What are the reasons or circumstances you engage a public adjuster?

What are your expectations you have for the PA?

Describe you experiences with PAs, what you liked and did not like.

What are the typical reasons you decide insurance appraisal is needed?

What percentage of your projects/claims do you pursue appraisal?

What are your expectations for the appraiser and the appraisal award?

What are your appraisal experiences?

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