I have had multiple requests, from here and other forums, for consulting and training relating to insurance work. I recently trained three other contractors on properly writing Xactimate estimates and supplementing insurance claims. I will be providing a two day training session next Wednesday and Thursday February 7 and 8. A couple of openings remain at this time. If demand is sufficient, i may consider one more in a couple of weeks. After that, I’ll likely be too busy with my own contracting business. The training would be done via teleconference using zoom which is similar to GoToMeeting.
The student needs to have access to xactimate and have at least a fundamental knowledge of using the program. To be clear, my class is not fundamental xactimate training. The xactimate portion of the training will be to teach how to properly write estimates to help make sure you get paid properly.
The training starts with a short one on one teleconference with the student. I will have previously provided the xactimate macros I use. During the one on one, I will help the student load the macros and check their experience level. I’ll make sure xactimate is properly set up. This has to occur prior to the formal training start time.
Each company’s owner needs to be present for the first two hours of the training. Proper estimating and supplementing doesn’t happen in a vacuum. The company will need to understand how proper inspections need to be performed, pictures taken, roof graphs filled out and customer expectations set in order to supplement efficiently. This is crucial for the company to take full advantage of what I’m going to teach.
The remainder of the first day will be spent learning how to use the newest version of my roof waste calculator, then, how to utilize the waste calculator results in properly writing an xactimate estimate. The student will learn how to use my macros to speed up the estimate writing and create a more effective estimate. There will be various other tips and tricks covered. First day is expected to take about 6 hours. A copy of the new waste calculator workbook is included with the training. This version is not going to be given out for free as past versions have.
The second day will cover supplementing. How to prepare a supplement, wno to send it to, how to properly present it. I will cover numerous examples of supplements we have submitted in the past six months. The training includes a PDF of the majority of the things we cover both days including all the estimate and supplement examples. Second day should take between 5 to 7 hours, depends on number of questions.
Following the training, I will offer each student 1 to 2 hours of one on one to prepare an estimate and supplement. It’s up to the student and owner to select an appropriate job to work on that will be good for training and should pay some fair amount of additional dollars from the claim.
The cost is $1500, preferred payment method is PayPal. Credit cards can be used with PayPal. If interested, contact me at firstname.lastname@example.org