Estimate Writing, Reviews & Training

• Swamped with packout jobs?

• Not getting preliminary contents estimates out quick enough?

• Getting “push back” from adjusters?

• Tired of waiting for the inventory report to submit your invoice?

Let us write your contents estimates and/or review your estimates prior to submitting.

We also offer training to show you how to write concise, transparent estimates which justify your charges.  

Want to learn how it's done?  We have a class for that!

Live 1:1 training with Barb for 
Contents Restoration & Pack Outs Estimating

Learn how to write your own contents pre-estimates in this live 4-hour Zoom training.  Include your whole team!

Just $799

Contents restoration estimates are typically the most confusing, least trusted and most challenged portion of a restoration project. 

Avoid writing estimates which put up red flags with adjusters.

Learn a straight-forward, transparent method to base your contents estimating on.  

• This 4-hour training session is offered via Zoom with Barb Jackson, CR
• Schedule at your convenience
• Include your entire team
• No travel expenses

Successfully written estimates:

• Increase sales
• Speed up closure rates
• Decrease ALE - Additional Living Expenses
• Improve profit margins
• Build trust with insureds and adjusters
• Allow adjusters to set reserves

Learn a system that takes the guess work out of pack out estimates.  
A method that can be easily adjusted based on the actual work performed,
which can match the requirements of insurance carriers, TPA programs, & individual adjusters. 

When adjusters don't understand the pricing - they won't trust the estimate,
they may not trust the contractor - and of course - they will push back on it.

• When is a pack out truly justified? What factors should be considered?
• "Time & Material" or "Line Item" Pricing - Is one better? Is one guaranteed to be less expensive for the insurance carrier?
• When is on-site storage the worst option?
• What value is there in identifying high value contents ASAP?
• When is the best time to decide on the level of pack back?

Contractors- you may have seen your competitors win a bid based on a lower bottom line...only to see them submit supplements - which inflates the cost of the job in the long run.
Adjusters - you may have verbally agreed on a scope of work to be performed - was the delivered product as promised?

• Learn to understand the requirements of insurance carriers, programs and adjusters. High detail vs. very simple estimates.
• Overly complicated or too simplistic estimates - both can raise doubts.
• Success starts with a clearly defined scope AND an agreed upon estimate.

Learn how to:

• Progressively educate adjusters on contents restoration
• Perform a thorough walk through
• Offer exceptional customer service
• Assess type of damage
• Identify contents affected
• Inspect for hidden conditions
• Document, document, document
• Determine scope based on policy provisions (or limitations)
• Establish and maintain control of the job and job costs
• Manage expectations for all stake holders
• Write T&M and Line-Item Pricing
• Write clear opening statements
• Negotiate when there is limited coverage
• Protect yourself with Legal Contracts and Forms
• Set realistic expectations
• Use pre-estimating as a marketing tool and a way to get advance payments & set reserves
• Create contents estimates for on-site cleaning and pack outs
• Minimize push backs/price objections