The Perfect File

The Perfect File™Did you know that the presentation and accuracy of the estimate determines how fast you get paid? It’s no secret that the insurers want more from the contractor and it is in the area of documentation!

The Perfect File™ training course is a series of technical training that will put you into practice immediately that provides necessary tools for owners, estimators, project managers and so many more!

Learn and practice:

  • Provide accurate file documentation
  • Mitigation training – equipment use and selection, psychrometry, heat application
  • Introduction to the commercial side of mitigation claims
  • Understand customer service through the eyes of the insurer
  • Create a platform to ensure mitigation first on as many claims as possible
  • Learn how to structure the estimate to make it easy to pay
  • Determine the Top 10 components of each file
  • The estimate matrix
  • Create consistency on each and every file
  • 5 key techniques to close your file within 7-12 days
  • Know how to calculate the equipment loads and balance electrical requirements

Download Course Description

Date: TBD
Time: Live Stream w/In Person: 40 hours
Price:  Please contact us directly! Price is based on number of participants per location. 

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