Participant Form for individual onboarding.

First Name *

Last Name *

Company Name *

100

Website

Company Website

Phone *

Your Cell Phone

Email *

Your direct email

Your personal residence

Address

Street Address *

City *

State *

Country *

Postal code *

Type of work

Please describe your role in as much detail as possible. *

Please upload CV if you have one

Number of projects you are responsible for annually

Your percentage of Residential projects vs Commercial projects (Res _ % - Com _ %) *

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 *

Describe the process for working with the insured. *

Describe your photo taking - photo documentation process. *

Describe with as much detail as possible your inspection process/protocol (what you do) and if you do not inspect then describe the company inspection process. *

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

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

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

What are your appraisal experiences? *

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

Ventilation is improperly installed by the majority of contractors.

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

Please do not be offended, this is one of the most common mistakes contractors make.

How do you or does your company prove your estimate is reasonable? *

If you or your company uses Xactimate

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

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

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Exterior Participant Onboarding Form

Participant Form for individual onboarding.

Your personal residence

Type of work

If you or your company uses Xactimate