We’ll set you up for success to help you improve insurance KPIs and win more business!

Learn how the top contractors are aligning resources to meet carrier and customer needs with ease.

Yes, Help Me Optimize My Business

For only USD $1200, our coaching, review and onboarding package includes: 
  • Help setting up and optimizing your Encircle account
  • Live, interactive sessions that cover:
    • First Notice of Loss Engagement with your Customer
    • Initial Assessment of Scope and Damage
    • Clear Documentation for Emergency, Contents and Structural Claims
    • A dedicated Customer Success Manager for ongoing support
  • Baseline training and best practices
  • Help creating a standard, optimized workflow that your employees can follow
  • Five hours of one-on-one training with an Encircle coach.
  • A thorough walkthrough of  Encircle’s tools and features

Impress Your Customers

Learn streamlined best practices from leading industry experts to set your business apart from your competition and elevate your profitability.

 Yes, Help Me Optimize My Business


Account Set up

Get Up and Running in No Time

Optimize your Encircle account for your business’ unique needs with assistance from an Encircle coach. Our coach will take the time to learn about your organization to help you set up your Encircle account and develop optimized workflows and processes for your business.


Implement best practices

Ditch Pen-and-Paper Processes

Learn how to implement best practices as our Encircle Coach guides you through call intake, first responder best practices and documentation, how to use the Encircle moisture and psychrometrics tool, contents listing and packout, generate reports, and so much more.  


Dedicated Customer Success Manager

In It For the Long Haul

Have a question or want to learn more about how to use a feature as your team and business grows? No problemjust reach out to your dedicated Customer Success Manager whenever you need assistance when you purchase Encircle’s coaching and training package.

Meet the Encircle Coaches
Rick Dobrowney, JF Raymond, Kris Rzesnoski, and Brandon Christie are passionate about helping our customers implement best practices, reduce cycle times, and exceed KPIs.  
Yes, Help Me Optimize My Business
See our Baseline Training