A STANDARD TOOLBOX CHECKLIST
Every tool you could ever need, so you don’t forget anything.
A CONTINGENCY PLAN
So you’re ready to go, and your team is on the same page, even before disaster strikes.
A PROCESS WORKSHEET
The necessary steps you should take before, during, & after a large loss, all laid out.
A PEOPLE WORKSHEET
So you can clearly define the roles and responsibilities of your team members/ external service providers in the event of a CAT, and execute.
AN INITIAL CUSTOMER CALL SCRIPT
Our First Notice of Loss script for the call intake process, to help guide you through your conversation with the customer.
