Mitigation-Remediation Onboarding Form.

First Name *

Owner or Authorized

Last Name *

Company name

Website

Company Website

Phone *

Your Cell Phone

Email *

Your direct email

Address

Street Address *

City *

State *

Country *

Postal code *

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

Type of Restoration Services Your Company Provides

Fire - Smoke

Water (Flood - Backup - Accidental Discharge - Etc.)

Exterior (Roof - Siding - Painting - Windows - HVAC - Etc.)

Please describe your role in as much detail as possible. *

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

Number of insurance related projects your company completes annually

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

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

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

Most common frustrations when running/managing the project *

Most common frustrations when trying to conclude/finish the project *

Describe the process for working with the insured. *

Describe your photo taking - photo documentation process. *

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. *

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

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

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

What are your expectations you have for the PA? *

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

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

What are the typical reasons an insurance appraisal is needed? *

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

What are your appraisal experiences? *

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

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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Exterior Contractor Onboarding Form

Mitigation-Remediation Onboarding Form.

Type of work

If you or your company uses Xactimate