Course Description

Did you know that the presentation and accuracy of the estimate determines how fast you get paid? It’s no secret that the insurers want more from the contractor and it is in the area of documentation! The Perfect File™ sets the foundation to ensure industry expectations are met.

Is your file and estimate payment ready? Are you taking the time to set up your file for the insurance company to make it easy for them to review? This course will put you into practice immediately and provides necessary tools for estimating.

Course Curriculum

  • 01

    Workbook

    • Estimating Practices & Efficiencies Workbook
  • 02

    Module 1: The Perfect File

    • Lesson 1: Estimating Expectations

    • Module 1: Sum It Up!
  • 03

    Module 2: 10 Components of a Perfect File

    • Component 1 - Accurate Claim Information

    • Component 2 - Arrival Information

    • Component 3 - File Claim Set Up

    • Component 4 - Meaningful Photos

    • Component 5 - Site Data, Preliminary Determination

    • Component 6 - All Readings

    • Component 7 - Monitoring

    • Component 8 - Goals, Completion Date

    • Component 9 - Accurate Estimate

    • Component 10 - Payment, File Closed

    • Module 2: Sum It Up!
  • 04

    Module 3: Estimating

    • Lesson 1: Defining Profit

    • Lesson 2: The 4 Knows of Estimating

    • Lesson 3: The Estimator's Role

    • Lesson 4: 7 Components of a Water Damage Claim

    • Module 3: Sum It Up!
  • 05

    Module 4: The Estimate Expectation

    • Lesson 1: Emergency VS Rebuild & Getting Paid

    • Lesson 2: The Estimate Expectation

    • Lesson 3: The Claims Process

    • Lesson 4: Common Questionable Items

    • Lesson 5: Components of a Profitable Estimate

    • Module 4: Sum It Up!
  • 06

    Module 5: Opening Statements Macros

    • Lesson 1: Introduction to Macros

    • Lesson 2: Preliminary Report

    • Lesson 3: Emergency Water - Category 1 & 2

    • Lesson 4: Emergency Water - Category 3

    • Lesson 5: Fire & Smoke Damage Emergency

    • Lesson 6: Restoration Quotation

    • Estimating Practices & Efficiencies - Summary

    • Handouts