Course Curriculum
Introduction
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Scheduled Success
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The Basics
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Product Knowledge
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Insurance Sales Process
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JobNimbus – CRM
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Lead Generation
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D2D Basics
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Advise for New Reps
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Sales
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- Fast Start Prizes (2:51)
- Using the Contingency to Close (6:25)
- Sell Value (2:04)
- SWIFT Sales System (12:10)
- Overcoming Objections (8:27)
- Upgrades (3:57)
- Why It's Important to Follow the Presentation (2:23)
- Prepping Your Client Properly (7:01)
- Sale Build Collect (2:29)
- Build Date, 5 Star Review (5:45)
- How to Sell 1 Million Dollar (5:30)
- Building a Team Under You (2:33)
- Advancement & Management (3:27)
- Financing (5:50)
NEXT LEVEL SERIES | Roofing - Presenting + Closing
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- Creating Need and Building Value
- Sales Presentation Script
- Dealing with Objections in Sales
- Dealing with Mr. Bid Collector
- Developing Killer Sales Skills
- Building a Reference List That Closes Deals
- Presenting to Customers with Paperwork Already
- How to Use Videos to Sign Deals
- Power of Acknowledgement
- The 4 Biggest Mistakes Salesmen Make on Appointments
- Wish List Upgrades
- Not Eating Deductibles
- Dealing with Demanding & Greedy Customers
Live Closings
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- Justin Closing - Client paying Deductible, Pulling Referals
- Justin Closing & Getting Signature
- Justin Doing A Demo For Client & Closing
- Justin Closing Client That Got Partially Approved and Has To Go Through Appraisal
- Justin Closing Client After He Received Scope of Work
- Justin Closing Deal After Client Got Denied & Has to Go Through Public Adjuster
- Justin Closing Deal After Client Gets Public Adjuster Award
Follow up like a Boss
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When To Use a Public Adjuster
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NEXT LEVEL SERIES | Roofing - Planning + Tracking
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NEXT LEVEL SERIES | Roofing - Lead Generation
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- How to Choose the Perfect Neighborhood
- Dominating your Neighborhood
- Door Knocking Log
- Tracking Your Door Knocking
- Door Knocking and Appointment Setting
- 6 Easiest Times to Line up Appointments
- 8 Word for Word Approaches
- 6 Reasons NOT to do an Inspection on the Spot
- Handling Objections
- 14 ways to Generate Leads Without Knocking
- 4 Ways to Ask for Referrals
- Facebook Referral's
- Late Season Selling
- High Quality Customers
- Turning Customers Into Lead Generating Machines
- Generating Reviews
NEXT LEVEL SERIES | Solar - The Sales Process
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Building Expert Institute
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- Inspecting Steep Slope Roof Systems
- Interior Damage Inspection
- Attic Inspection
- Elevations Inspection
- Eaves Inspection
- Roof Inspection
- Installation of Asphalt Shingle Roofs
- Underlayment Installation
- Gutter Apron & Drip Edge Installation
- Starter Course Installation & First Course of Shingles
- Chalk Lines
- Shingle Installation Details
- Apron & Step Flashing Installation Part 1
- Apron & Step Flashing Installation Part 2
- Pipe Boot Installation
- Metal Pipe Flashing Installation
- Skylight & Skylight Flashing Installation
- Hip/Ridge Cap & Ridge Vent Installation
- Chimney Flashing Part 1: Dead Valley
- Chimney Flashing Part 2: Undersized Cricket
- Chimney Flashing Part 3: Properly Sized Cricket
- Constructing a Cricket
- Lvl 1 -Xactimate Certification Training: Fundamentals
- First Interior Estimate
- First Roof Estimate
- Administrative Details
- Introduction to Sketch
- Room Manipulation and Subgroups
- Stairs-Wall Openings & Room Variables
- Writing the Scope of an Estimate
- Completing and Printing the Estimate
- Working on Roofs Part 1
- Working on Roofs Part 2
- Working on Roofs Part 3
- Certification Exam Prep Discussion
- Lvl 2 -Xactimate Certification Training: Proficiency
- Sketch Room Properties and Staircases
- Changing Room Shapes and Reference Objects
- Adding New Levels and Adding Images
- Estimate Items Tabs and Additional Search Methods
- Waste & Other Calculations and Grouping
- Completing and Printing Your Estimate
- Graphical Estimation
- Floor Covering Tools and Reference Items
- Roof Properties and Slope Detail
- Roof Graphical Estimation and Mansard Roofs
- Templates and Macros
- Lvl 3 -Xactimate Certification Course: Mastery
- Sketch Assists and Underlays
- Changing Room Shape and Complex Stairs
- Wall Tool and More Stairs
- Stacking Objects
- Advanced Estimate Items, Grouping Pane, and Code Upgrades
- Item Scenarios
- Complex Roof Part 1
- Complex Roof Part 2
- More Roofs
- Large Construction Properties
- Exteriors and Elevations
- Decks and Fences
- Defeating Unethical Engineer Tactics
- The Problem Intro
- Basis for Denial
- Why a Forensic Engineer?
- Terminology
- Concurrent Causation
- Wear & Tear / Improper Installation
- Definition of Damage
- Engineer's Assignment
- Engineer Code of Ethics
- The Solution Intro
- 5 Step-Process
- Step 1 Playing Chess, Not Checkers
- Identifying Potential Defenses / Common Defenses
- No Damage Defense
- Old Damage Defense
- Multiple Event Defense
- Meaningless Cause of Loss Defense
- Wear & Tear Defense
- Improper Installation Defense
- Negligent Maintenance Defense
- Failure to Mitigate Defense
- Reasonable Repair Defense
- Proactive Approach
- Identify if Coverage Exists
- Identify What Insured Should Provide
- Identify What Insurer Should Provide
- Identify What the Assignment Should Be
- Step 2 - Before the Engineer Visit
- Communicate with the Adjuster
- Communicate with the Engineer
- Evaluating the Engineer's CV
- Final Requests and Statements
- Step 3 - During the Engineer Inspection
- Demeanor
- Documentation
- Step 4 - After the Engineer Inspection / Memorialization
- Evaluating the Engineer Report / Confirm the Stamp
- Evaluating the Engineer Report / Look for Inconsistencies
- Evaluating the Engineer Report / Scrutinize Referenced Documents
- Evaluating the Engineer Report / Evaluate the Photos
- Step 4 - After the Engineer Inspection / Evaluating the Denial Letter
- Step 4 - After the Engineer Inspection / Show your hand
- Step 5 - Creating Leverage / Escalate
- Step 5 - Creating Leverage / Complaints
- Step 5 - Creating Leverage / Seek Professional Help
- Hail Damage Identification to Asphalt Shingle Roofs Introduction / About Your Instructor
- Outline and Objectives
- How Hail is Formed / Anatomy of Hail
- Anatomy of Hail / Hail Shapes
- Anatomy of Hail / Directionality of Hail
- Anatomy of Hail / "Severe" Thunderstorm
- Anatomy of Hail / Terminal Velocity vs. Wind Driven Hail
- Evidence of Hail / Evidence of a Hail Event
- Evidence of Hail / Storm Data Problems
- Evidence of Hail / Spatter / Burnish Marks
- Evidence of Hail / Collateral Damages
- Hail Damage Traits / Hail Damage Traits and Characteristics
- Hail Damage Traits / Hail Size Identification
- Hail Damage Traits / Directionality
- Hail Damage Traits / Textbook Hail Damage
- Hail Damage Traits / "Functional" vs. "Cosmetic" Hail Damage
- Identifying Hail Damage / Functional Hail Damage
- Identifying Hail Damage / Cosmetic Hail Damage
- Identifying Hail Damage / Non-Hail Related Damage
- Identifying Hail Damage / Fraudulent Damage
- Identifying Hail Damage / Wear & Tear
- Hail Cannon / Hail Cannon Simulations
- Hail Cannon / Laboratory Hail Lessons
- Wind Damage Identification to Asphalt Shingle Roofs / About Your Instructor
- Outline and Objectives
- Wind Damage Identification / Anatomy of Wind /Types of Windstorms
- Wind Damage Identification / Anatomy of Wind / Science of Wind
- Wind Damage Identification / Evidence of Wind / Wind Evidence Intro
- Wind Damage Identification / Evidence of Wind / Storm Data
- Wind Damage Identification / Evidence of Wind / Collateral Damages
- Wind Damage Identification / Evidence of Wind / Other Evidence
Master Referrals Through Agents
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- Restoration Referral System Trailer
- Welcome
- WHY Referrals
- Identify OUR Needs
- Identify THEIR Needs
- Fulfillment
- 2 Questions
- Inspection & Documentation
- Organic Agent Call
- Before the Agent Meeting
- Organic Agent Meeting
- Organic Agent Meeting 2
- Referring A Customer
- Past Client Call
- Past Client Agent Call
- Past Customer Agent Meeting
- Referring A Customer
- Real Live Call - Past Client Call - Steve B.
- Real Live Call - Past Client Call - Anthony B.
- Real Live Call - Past Client Call - Addam R.
- Real Live Call - Past Client Call - Bruce B.
- Real Live Call - Past Client Call - Jordan D.
- Real Live Call - Past Client Call - Leo M.
- Real Live Call - Past Client Call - Mark W.
- Real Live Call - Past Client Call Voicemail - Anthony B.
- Real Live Call - Past Client Call Voicemail - Mike C.
- Real Live Call - Past Client Call Voicemail 2 - Mike C.
- Real Live Call - Past Client Agent Call - Addam R.
- Real Live Call - Past Client Agent Call - Anthony B.
- Real Live Call - Past Client Agent Call - Bruce B.
- Real Live Call - Past Client Agent Call - Leo M.
- Real Live Call - Past Client Agent Call - Mark W.
- Cold Agent Call
- Cold Call Agent Meeting
- Referring A Customer
- Real Live Call - Cold Call - Matt Danskin
- Real Live Call - Cold Call - Joe V.
- Real Live Call - Cold Call - Nico S.
- Real Live Call - Cold Call - Zach H.
- Real Live Call - Cold Call 2 - Zach H.
- Real Live Call - Cold Call Voicemail - Bruce B.
- Real Live Call - Cold Call Voicemail 2 - Bruce B.
- Real Live Call - Cold Call - Bruce B.
- Real Live Call - Cold Call - Mark W.
- Real Live Call - Cold Call - Leo M.
- Real Live Call - Cold Call - Addam R.
- Real Live Call - Cold Call Voicemail - Mike C.
- Real Live Call - Cold Call - Mike C.
- Real Live Call - Cold Call - Jordan D.
- Real Live Call - Cold Call 2 - Jordan D.
What's Next?
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