Mitigation-Remediation Onboarding Form

Your Company & Contact

First Name

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Last Name

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Company name

Website

Phone

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Email

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Address

Street Address

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City

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State

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Country

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Postal code

Required

What States or Provinces do you service

Type of Work

What Peril/Claim Types is your company hired to restore? (copy)

Mitigation-Remediation aka Water Intrusion (Damage Caused by Storm, Wind Driven, Created Opening) Mitigation-Remediation aka Water Intrusion (Damage Caused by Ice Damming)) Mitigation-Remediation Accidental Discharge (Damage Caused by Pipe Break, Equipment Failure, Tank-Gasket-Seal Leak, Human Error-Sink-Tub-Overflow) Mitigation-Remediation Drain or Sewer Backup Mitigation-Remediation Fire Extinguishing (Damage Caused by Extinguishing a Fire) Mitigation-Remediation Fire and or Smoke

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Type of Restoration Services Your Company Provides

Fire - Smoke Water (Flood - Backup - Accidental Discharge - Etc.) Exterior (Roof - Siding - Painting - Windows - HVAC - Etc.)

Please choose

Please describe your role in as much detail as possible.

Required

Please upload documents used to process mitigation - remediation when insurance carriers are involved and the owners CV if you have one

Optional — attach any mitigation/remediation process documents and a CV if you have one. You can select multiple files or drag in a whole folder.

Process Documents & CV

Number of insurance related projects your company completes annually

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

Required

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

Required

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

Required

Most common frustrations when running/managing the project

Required

Most common frustrations when trying to conclude/finish the project

Required

Communication & Process

Who Communicates with the Insured?

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Who Communicates with the carrier?

Please choose

Who performs the inspection of the insured's property?

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Describe the process for working with the insured.

Required

Photo & Inspection Protocol

Does your company have a photo documentation protocol?

Please choose

Describe your photo taking - photo documentation process.

Required

Does your company have an inspection protocol?

Yes NO Maybe Sort-of

Please choose

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.

Required

Experts, Public Adjusters & Appraisal

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

Required

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

Required

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

Required

What are your expectations you have for the PA?

Required

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

Required

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

Required

What are the typical reasons an insurance appraisal is needed?

Required

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

Required

What are your appraisal experiences?

Required

Estimates & Carrier

Who writes your estimates?

Company admin Salespeople write their own 3rd Party Estimate Writer Sometimes sales and sometimes company admin Sometimes company admin and sometimes 3rd party writer Sometimes sales and sometimes 3rd party writer Sometimes Project Manager Other:

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How are the estimates prepared

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Does your company follow manufacturers instructions?

Yes always Yes always and we supervise to ensure it is done right Sometimes We are good with Industry Standard Too much trouble

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Does your company follow manufacturers instructions? (copy)

Yes always Only when adjuster estimates it Sometimes We put back what is there Too much trouble As little as possible

Please choose

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

Required

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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Who reviews your estimate with carrier?

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Mitigation-Remediation Onboarding Form

Your Company & Contact

Type of Work

Communication & Process

Photo & Inspection Protocol

Experts, Public Adjusters & Appraisal

Estimates & Carrier

If You or Your Company Uses Xactimate

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