OCU LIVE! FEATURING
LEE OLIVARES
OCTOBER 22, 2024
BEACON BUILDING PRODUCTS
Tuesday, October 22, 2024 | ||
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Registration | 8:00 AM - 8:30 AM | |
Understanding the Claims Process | 9:00 AM - 3:00 PM | |
Lunch (provided) | 12:00 PM - 1:00 PM |
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).
• Owners
• General Managers
• Accounting
• Retail
• Insurance
• Storm
Acerca de Lee Olivares: Lee representa con orgullo a la creciente comunidad de contratistas latinos. Reside en el Valle del Río Grande, una región que abarca la frontera sur de Texas, donde el 95% de la población es hispana y habla principalmente español. Su experiencia incluye reclamaciones diarias y de catástrofe en todo Texas, Florida y Carolina del Norte. Lee ayuda a sus clientes de techado a maximizar sus beneficios de seguro y está comprometido en ayudar a otros contratistas a hacer lo mismo, a través de su actual emprendimiento