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

  • 03

    Module 2: 10 Components of a Perfect File

  • 04

    Module 3: Estimating

  • 05

    Module 4: The Estimate Expectation

  • 06

    Module 5: Opening Statements Macros