The first half of the class will focus on the logistics of an insurance claim. We will define insurance related terms, outline procedures and protocols, and offer realistic examples of each step of the claim process based on actual claims.

The second half of the class will then apply that established information to the sale and customer relations. We will highlight the key statements and phrases that are crucial to make in that first contact and during your initial inspection. Informing the customer of the claims process will help them feel empowered as the insured and demonstrating your expertise and familiarity with the claims process will also offer your prospective customer the assurance, they need to put their trust in you as their contractor. The class will also provide multiple resources for documenting and systemizing the claim/customer process (i.e. tools, software, CRM platforms, and contract development).