Damage Assessment
Scoping a Loss
Use of Technology
Proper On-Site Documentation

Salesmanship
T&M vs Unit Cost Formats
Line Items and Accurate Pricing
Tips and Tricks for Xactimate

Presenting the Estimate
Building Trust
Creating Customized Price Lists
Profitability

Class 1 | Introduction:
Estimators can get away from the basics of their job. This leads to a decrease in sales, closure rates, profits, and capacity. This session is an introduction to how we cover best practices in estimating and includes effective strategies, interactive discussions, and activities to improve your skills.

Class 2 | Standards:
Review photos of jobs to set standards that align with best practices, ensuring every estimator is working at the same high level. This guarantees all opportunities are assessed equally, creating consistent results. Photos allow participants to visually understand what each standard should look like.

Class 3 | Scoping:
Time and accuracy are of the utmost importance when scoping a loss. Maximizing efficiency on site can be achieved by developing a plan and establishing a routine. This routine will allow estimators to minimize their time on-site and develop an accurate scope.

Class 4 | Price and Profit:
Pricing in today’s market has become overly reliant on software companies and price guides. Learning how these price guides are developed is important so an accurate price can be determined for the scope of work performed.

Class 5 | Price and Profit 2:
Learn how to create customized and accurate price lists that reflect true costs. Doing so will result in larger margins on every job and help to provide feedback on true pricing in your area.

Class 6 | Adjuster’s Viewpoint:
It’s time to utilize and package all the tools provided in earlier sessions so adjusters will be willing and able to come to agreement, which will expedite the payment process. In short, get paid faster!

Class 7 | Project Managers:
Now that the estimating portion is complete, the hand-off to project management relies on accurate and thorough information and communication. We will help you define everyone’s roles and responsibilities.