AdjusterTV+ Claim Skills Manual

Course content

Transcript

Notes

Introduction (0/2)

Welcome to the Claims Skills Manual
Video
Table of Contents
Text

➤ PART 01 | FOUNDATIONS (0/1)

The Foundations Most New Adjusters Skip
Video
FREE PREVIEW

Customer Service (0/10)

Resource Downloads
Download
First Contact Calls
Video
Going Over the Scope Onsite
Video
Building Trust on Every Claim
Video
Setting Expectations After The Claim
Video
Coverage Decisions & Communicating a Denial
Video
Hidden Storm Damages & Second Opinions
Video
Handling Resinspections
Video
When You Can’t Reach the Insured
Video
Phone Work & Scheduling (Pro Interview)
Video

Scheduling & Efficiency (0/18)

Time Blocking for Faster Claim Handling
Video
Building Your Daily Schedule with Time Blocks
Video
How to Run Property Claims (4 Methods)
Video
Early Storm Daily Schedule
Video
Weekly Deployment Schedule
Video
Planning Your Year As an IA
Video
Three Keys to Successful Claims Handling
Video
Save Time with Single-Tasking
Video
Time Tracking & Incremental Efficiency For Faster ... laims
Video
Ramp Up Productivity with Batching
Video
Maximize Time by Automating Repetitive Tasks
Video
Closing Claims Your First Week On Deployment
Video
Routing: The Best-Kept Secret in High-Speed Claims... dling
Video
Proven Method for Faster, Simpler Claims (Paper Method)
Video
Why You Should Close Claims On-Site (If Allowed)
Video
Close Claims Faster with a Claims Checklist
Video
Save Hours with Outsourcing
Video
Advanced Adjuster Time Management (Replay)
Video

Policy (0/28)

Field-Ready Policy Intro
Video
What Is An Insurance Policy?
Video
Understanding Policy Coverage
Video
What Are Limits Of Liability?
Video
Named Peril And Open Peril
Video
Policy Exclusions
Video
Scheduled Personal Property
Video
Endorsements | Adding to, Subtracting from, and Mo... olicy
Video
ACV and RCV | Understanding How Claims are Paid
Video
Deductibles
Video
Sudden Accidental Direct Physical Loss, Ensuing Da... ation
Video
DP 1-3 | The Landlord Policy
Video
HO3 & HO5 | Residential Homeowner's Policies
Video
HO6 | Condo Policies
Video
HO4 | Renters Contents-only Policy
Video
HO7 | Mobile Home Policies
Video
Commercial Policies
Video
Farm & Ranch Policies
Video
Ag & Crop Insurance Policies
Video
H03 Walkthrough: Overview & Table of Contents
Video
H03 Walkthrough: Insuring Agreement
Video
HO3 Walkthrough: Definitions
Video
HO3 Walkthrough: Property Coverages Section
Video
HO3 Walkthrough: Supplementary Coverages Section I
Video
HO3 Walkthrough: Definitions
Video
H03 Walkthrough: Exclusions Section I
Video
H03 Walkthrough: Conditions Section I
Video
HO3 Walkthrough: General Conditions
Video

Construction & Material Guides (0/20)

Basic Roof Repair
Video
Roof Vents Only Repair
Video
Complete Roof Replacement
Video
Siding Repair and Replacement
Video
Gutter & Downspout Replacement
Video
Window Repair & Replacement
Video
Estimating Paint
Video
Drywall Water Spot on Ceiling
Video
Flooring, Doors, & Trim
Video
Lower Cabinet Replacement
Video
Fascia and Soffit Repairs
Video
Patio Covers, Awnings, & Carports
Video
How It's Built: Windows
Video
How It's Built: Composition Roofing
Video
Repair Vs. Replace: Matching Roofing & Siding Materials
Video
Roofing Repair Difficulty Factor (RDF)
Video
Shingle Brittleness & Repairability Test
Video
The Ultimate Roofing Field Guide for Adjusters
Video
Siding Materials Every Adjuster Must Know & What i... rade?
Video
Calculating Ice & Water Shield Based on Roof Pitch... Code
Video

Damage ID (0/25)

What Is Hail, Composition Shingles, And The Anatom... mpact
Video
Shingle Defects And Poor Installation
Video
Old Roofing: Organic Vs Fiberglass
Video
Heat & Wear Damage To Shingles
Video
Moss, Lichen, & Algae on Shingles
Video
Wind Damage To Comp & Wood Shingles
Video
Soft Metal & Plastic Roof Vents
Video
Real Hail Damage To Composition Shingles
Video
Fraudulent Hail Damage To Composition Shingles
Video
Damage ID Reference Photos
Download
Roofing Basics, Materials & Hail ID
Video
Wood Shingles & Shakes
Video
Metal Roofing
Video
Hail Spatter, Size & Speed
Video
Granular Loss & Mechanical Damage
Video
What Does Hail Damage Look Like?
Video
How to Do a Test Square
Video
Practical Demonstration on Shingle Types
Video
Concrete & Clay Tile Damage ID
Video
Walking Tile Roofs for Damage Inspection
Video
Tile Roof Matching, Repairs & Estimating
Video
Haag: Popped Tabs, Broken Seals & Tabs Not Sealed
Video
Haag: Hail ID Techniques & Certification
Video
Haag: Spot Real Carpet Damage (Not Just Stains)
Video
Haag Education Coupon Code
Text

➤ PART 02 | FIELD (0/1)

Why Desk Adjusters Still Need To Know Field Operations
Video

Scoping Process (Hail Ridealongs) (0/22)

Basic Gear, Ladder Setup & Insured Introduction
Video
Scoping Direction & Building Rapport with the Insured
Video
Ladder Safety
Video
Roof Layers, Pitch & Shingle Gauge
Video
FREE PREVIEW
Roof Scope Order, Photos & Test Square Placement
Video
Test Squares: What You Need to Know
Video
Hail Hits & Roofing Accessories
Video
Measuring & Diagramming Roofs
Video
Reviewing Your Scope Before You Get Down From the Roof
Video
How to Scope Elevations
Video
Elevation Offsets, Fascia & Screens, & No-Damage Photos
Video
Gutters, Doors & Exterior Lighting
Video
Cause of Loss & Repairability Reports
Video
Hail Damage to Decks
Video
Damage to Personal Property
Video
Final Elevation: When to Skip No-Damage Areas
Video
Example Hover Report
Download
Light Hail Ridealong: Part 1
Video
Light Hail Ridealong: Part 2
Video
Light Hail Ridealong: Part 3
Video
Light Hail Ridealong: Part 4
Video
Example Hover Report: Light Hail House
Download

Common Scoping Scenarios (0/25)

Water Spot Claim Part 1
Video
Water Spot Claim Part 2
Video
Water Spot Claim Files
Download
Mobile Home Supply Line Failure Part 1
Video
Mobile Home Supply Line Failure Part 2
Video
Mobile Home Supply Line Failure Part 3
Video
Wildland Fire Smoke Claim Scope Walkthrough
Video
Smoke Claim Files
Download
SBU/Sewer Backup Claim
Video
Sewer & Drain Backup Files
Download
Ice Dam Claim Part 1
Video
Ice Dam Claim Part 2
Video
Ice Dam Claims Part 3
Video
Ice Dam Claims Part 4
Video
Essential Roof Tips Part 1
Video
Essential Roof Tips Part 2
Video
Exterior Dwelling Part 1
Video
Exterior Dwelling Part 2 (Real-Time Without Commentary)
Video
Interior Dwelling Part 1
Video
Interior Dwelling Part 2 (Real-Time Without Comme... tary)
Video
Interior & Exterior Scope Ticksheets
Download
Shed Scope
Video
Agricultural/Commercial Metal Outbuilding Scope
Video
Fence Scoping & Policy
Video
Scope Dangerous Roofs from the Top of Your Ladder
Video

Claim Photos (0/1)

Complete Claim Photo Training
Video

Field Math (0/13)

Intro & Rectangle Formula
Video
Triangle Formula
Video
Parallelogram & Trapezoid Formula
Video
Rafter Length Formula (Pythagorean Theorem)
Video
Semi-Circle Formula
Video
Siding Calculations: Ranch Elevations
Video
Siding Calculations: Multi-Story & Walkout Basements
Video
Roof Calculations: Gable
Video
Roof Calculations: Gable Ranch + Hip Overbuild
Video
Roof Calculations: Gable + Fan Roof Bay Window
Video
Roof Calculations: Hip
Video
Roof Calculations: Hip Ranch + Gable Overbuild
Video
Roof Calculations: Gazebos & Turret Overbuild
Video

Measuring & Diagrams (0/7)

Hip Roof, Gutter, & Fascia Tricks & Shortcuts
Video
Siding Trick For Hard To Reach Areas
Video
Roof & Fascia Trick For Hard To Reach Areas
Video
Measure A Hip Roof From The Ground
Video
Diagramming by Hand: Why It Matters
Video
Understanding Roof Diagram Symbols
Video
Karl's Diagram Symbols - Complete List
Video

Scope Sheets (0/13)

Intro & Basic Gable Roof
Video
Hand Written Scope With Symbols Ready For Xactimate
Video
Basic Gable + Gable Overbuild Plus Shortcut
Video
Basic Hip Plus Shortcut
Video
Basic Gable + Hip Overbuild Plus Shortcut
Video
Complex Hip + Multiple Overbuilds
Video
Repair Elevation Of Siding Damaged By Tree
Video
Replace Elevation Of Siding Damaged By Hail
Video
Replace Window Wrap Damaged By Tree
Video
Fascia And Framing Damaged By Tree
Video
Thru-Roof Power Mast Repair Damaged By Tree Or Ice... Storm
Video
Temp Repair Bills & How To Explain It To The Insur... Tarp)
Video
Door Wraps, Siding Corners, And J-Blocks
Video

➤ PART 03 | DESK (0/2)

Putting It All Together So You Can Get Paid
Video
Estimating in Xactimate
Video

Field-Ready Xactimate (0/12)

Downloading & Installing Xactimate
Text
Carrier Profile & Price List Settings
Text
Getting Started
Video
Your First Estimate
Video
Dimensioning Rooms & Ceilings
Video
Wall Tools
Video
Walls, Subrooms, Blocks, and Reference Areas
Video
Doors and Windows
Video
Complete Roof Diagramming
Video
Stairs, Fences, and Decks
Video
Estimate Organization
Video
Finalize and Complete Your Estimates
Video

Field-Ready Sketch (0/10)

Overview & Control Shortcuts
Video
Roof 1: Basic Gable with Offsets & Overbuilds
Video
Roof 2: Basic Hip with Offsets & Overbuilds
Video
Roof 3: Intermediate Gable with Attached Garage an... uilds
Video
Roof 4: Advanced Hip with Dormers, Angled Overbuil... Roof
Video
Generate Walls From Roof Diagram (Siding, Windows ... oors)
Video
Add a Vertical Offset From the Main Roof
Video
Wall Tool & Exterior Elevations
Video
Roof 5: Intermediate Hip Mixed with Gable Offset
Video
Shortcuts from Experienced Adjusters
Video

Xactimate Claim File Process (0/6)

X1 Max Resources
Download
Essential Claims Workflow
Video
Building the Estimate
Video
Closing the File
Video
Intro To Macros
Video
General Loss Reports
Video

Macros & Estimating Guides (0/29)

Intro & Instructions
Video
Macros Download
Download
Water Spot Macro
Video
2' Flood Cut Macro
Video
Carpet Replace Macro
Video
Wood Fence Replace Macro
Video
Tree Removal & Tree Debris Macro
Video
Window Wraps Macro
Video
3 Tab Shingle Wind Roof Repair Macro
Video
Laminated Shingle Roof Macro
Video
Aluminum Gutter Replace Macro
Video
Deck Pressure Wash And Refinish Macro
Video
Roof Vents And Soft Metal Hail Damage Repair
Video
Gutter Helmet And Screen Macro
Video
Metal Fascia Replace Macro
Video
Repair Wood Soffit Macro
Video
Steel siding repair Macro
Video
Canvas Awning Replacement Macro
Video
Metal Patio Cover Replace Macro
Video
Exterior Wood Window Replace Macro
Video
Paint Wood Siding
Video
Overhead Door Wrap Macro
Video
Hand Rails Macro
Video
Replace Sheds Macro
Video
Total Loss Estimating
Video
Contents, Tech Reports, and Temporary Repairs
Video
Additional Living Expense and Coverage Advances (ALE)
Video
Trees: Complete Policy & Estimating
Video
Trees: Chop & Drop
Video

Xactimate Mobile (0/24)

Gear Requirements For Xactimate Mobile
Video
Mobile App: Download & Install
Video
Mobile App: The Main Dashboard
Video
Mobile App: Create New Project
Video
Mobile App: Navigating Projects
Video
Mobile App: Claims Process Overview
Video
Mobile App: Sketch Overview
Video
Mobile App: Rooms And Walls
Video
Mobile App: Break Tool And Missing Walls
Video
Mobile App: Stairs
Video
Mobile App: Windows
Video
Mobile App: Doors
Video
Mobile App: Reference Areas & Blocks
Video
Mobile App: Adding Levels
Video
Mobile App: Roofs & Roof Overbuilds
Video
Mobile App: Dimensioning Tool
Video
Mobile App: Sketch AR | LiDAR
Video
Mobile App: Add Line Items To Estimate
Video
Mobile App: Search
Video
Mobile App: Variables And Subvariables
Video
Mobile App: Macros
Video
Mobile App: Flooring Tools
Video
Mobile App: Taking, Labeling, & Organizing Photos
Video
Mobile App: Managing Reports & Estimates
Video

➤ NEXT STEPS & THE VAULT (0/2)

Becoming Deployable in the Eyes of Your IA Firms
Video
S.A.L.E.S Technique for crushing interviews and re... ining
Video

Live Training Replay Vault (0/2)

4.8.26 - Hurricane Forecast & Deductible Rules In ... imate
Video
5.5.26 | Tree Claims Simplified
Video

Career & Industry Q&A Vault (0/64)

What to do after getting your license
Video
Why you won't make it as an IA (and what to do abo... t it)
Video
Fine Line Between Getting Hired & Staying Home
Video
Key Industry Skills Interview
Video
When (and how) to quit your day job
Video
Making $300k in a year with no natural disasters
Video
Crawford Interview: What firms are looking for in ... sters
Video
What Can You Earn as an Adjuster?
Video
Salary: How Catastrophe Adjusters Get Paid
Video
The truth about how independent insurance adjuster... more)
Video
Coaching Call: Pay, Firm Rosters, & Required Knowledge
Video
INCOME and EXPENSES for catastrophe property adjusters
Video
What does making $100k+ feel like?
Video
Can you REALLY make $350,000 as an adjuster?
Video
Ten tips to earn more as an adjuster
Video
Become a millionaire as an independent cat adjuster?
Video
Choosing the right firm (Plus, career & claim tips... pro)
Video
NACA Livestream Replay
Video
Is NACA worth it? (Plus, Xactimate Cert Exams)
Video
Climbing the Career Ladder in Adjusting: Secrets Y... Told
Video
Highest Paying Insurance Claims Jobs
Video
What You Need to Get Deployed with Crawford
Video
Don't fall into these adjuster TRAPS!
Video
Cons of being an independent adjuster
Video
Drones are still a big fat NO
Video
Winter Season in Insurance Adjusting: Opportunitie... enges
Video
Is a claims job REALLY "recession-proof?"
Video
The Busy Insurance Adjuster's Guide: Staying Fit A... avels
Video
Team up or hire an assistant? (Plus, Time & Expens... sers)
Video
Desk adjusting, tech, and adjuster stories
Video
Is NY license worth it? Plus Felony Charges & Scop... klist
Video
Should you work from home as a new IA? (Field vs. ... aily)
Video
How to Get Hired as an Adjuster (NACA Benefits)
Video
How this successful 3 year IA got her start
Video
AI, Claims Photos, and Construction
Video
Falling off of roofs (and other perils of adjusting)
Video
Veteran Adjusting School Update
Video
10 Things To Expect on Your First Hurricane
Video
How to earn more on a hurricane
Video
Winter Storm Claim Discussion
Video
Managing Finances & Transitioning To Claims
Video
Hurricane Pay, standby, gear, and more for Atlanti... canes
Video
Should you try to work a hurricane if you have no ... ning?
Video
Over 700 claims closed his first year
Video
How to not get sued as an IA
Video
Empathy in Claims
Video
Negotiating with Contractors - advice from a contractor
Video
Fight Club! Adjusters vs Roofers
Video
How to work with Fire Investigators
Video
Customer Service is more important than anything else
Video
State Farm/Carrier Reconciliation and Contractor N... tions
Video
Cougar Paws: They'll Keep You Alive
Video
Should you get Rope & Harness Gear?
Video
Construction 101
Video
Hip Roof Shortcuts + Roofing Cheatsheet
Video
How to sketch a roof diagram quickly and CLEANLY
Video
How big should your test square be?
Video
Estimating for Tree Claims
Video
Daily & Cat Clams, Closing on site
Video
Water Mitigation Interview - Dry out or replace?
Video
Should you leave a hail storm to work a hurricane?... ones)
Video
What if you can't climb roofs? (Plus important cer... ions)
Video
How does Standby work? (Plus real earnings numbers... tips)
Video
How to Read an HO3 Policy
Video

Tech Vault | DocuSketch (0/35)

Intro
Video
Download App & Connect to Camera
Video
Create a New Project
Video
Create New Room
Video
Time Shift Mode
Video
Single Shot Mode
Video
Review & Capture Additional Images
Video
Optimal Camera Placement
Video
Timelines
Video
Sharing Projects
Video
Copy Transfer
Video
Using the Web Demo
Video
Create a Tour for Every Loss
Video
Create a Photo Report from Your Tour
Video
Capture Difficult Spaces (Attics, Crawl Spaces, etc.)
Video
Using the Notes Feature
Video
Troubleshooting: Getting Help When Stuck
Video
Challenging Multistory Buildings (Hotels, etc.)
Video
Capturing Large Commercial Spaces
Video
Exterior Captures
Video
Multiple Buildings & Outbuildings
Video
Naming Projects
Video
Using DocuSketch Free Through Your IA Firm
Video
Understanding the DocuSketch Ecosystem
Video
Demo: Camera Setup
Video
Demo: Inspection Staging
Video
Demo: Capturing Your First Rooms
Video
Demo: Documenting Source of Damage
Video
Demo: Capturing Remaining Rooms
Video
Demo: Hallways & Continuous Entry Rooms
Video
Demo: LED light for low lighting
Video
Demo: Very Large Spaces
Video
Demo: Capturing Stairs in Low Light
Video
Demo: Uploading & Next Steps
Video
DocuSketch Coupon Code
Text

Tech Vault | Other (0/3)

Xactimate Mobile Sketch Demo (AR LiDAR)
Video
One Click Code Reports
Video
Matterport Walkthrough
Video