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Last Post 08/15/2011 8:19 PM by  Dholmes333
Pilot Training and Testing in Dallas (hand written claim)
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hoodoc35
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06/12/2010 10:33 PM
    Hey everyone, I am hoping to get some help in regards to a training and testing class that I am attending next week.  I am testing for pilot next weekend and am supposed to know how to do a hand written claim.  I don't have a clue how because I have never done a claim.  I am very familiar with xactimate but still don't think that I could do a hand written claim.  I was hoping to find something on the web about integra claims so that I could see how it is filled out.  If anyone has any ideas that could possibly help me out, I would greatly appreciate it.  I am assuming that the claim sheet that I will be doing resembles the integra claim done with software.
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    Goldust
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    06/27/2010 10:50 AM
    you didn't say what carrier you were testing for? if it is StateFarm you better know how to read the XM8 items list . If you don't know how to measure rooms and
    omit openings you will not succeed. if you don't know how to lay carpet in a room for the least expense you will have trouble. If you do not know policy coverages & exclusions you will have major problems. You need to know how coverages pertain to a claim settlement. RC - ACV ? Nonrecoverable? Depreciation as per age & condition? You need to know how to apply the different Deductibles . You need to know how to diagram roofs & interiors.
    These are just a few of the items you need to know. This does not take into account how to work w/ the insured to make sure they are 100% satisfied.
    This will hold true for any certifications testing you take. All companies are similar but also each one is different in the way they want you to handle it.
    Hope this answers some if not all your questions .
    I have taken these tests so this is pretty much what you can expect to see in this 2 day class.
    Let us know how you do.
    JERRY TAYLOR
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    Dholmes333
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    08/05/2011 6:41 PM

    So how did your test go with Pilot? I'm taking the test at the end of the month.

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    Ray Hall
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    Posts:2443


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    08/10/2011 2:33 PM

    Just take aclean sheet of lined paper and this is how you write a hand written roof claim. t the top write the name of the insured on the 2nd line write in the address of the house. on the 3rd write in the type of building- like one story, composition roof, brick veener siding 7 room one family dwelling insured for $$$. This is a windstorm loss to the roof only that occurred on 8/10/2010 @ 0700 hours. Then drop down one line one line and leave about 3 inches on the left to describe the scope, then draw a verticle line and place in a box UNIT RC, then draw a 2nd line and write in, depreciation, then in the 3rd line write in ACV LOSS.

    You will also have to draw a roof diagram with measurements and show your calculations, lets use a simple 6 side house and has a hip roof.

    Now take off and haul all the roof membrane which is 20 squares and the waste factor for a hip roof is 15%.

    In the first 3" inch block write in R&R 20 sqsof 2 tab shingles@(2nd $150.00=$6,000 and in the 3rd lineACV write in $3,000, then drop down one lines and write less windstorm ded of $500 from $3,000 and request payment of $2,500.

    Many carriers write new for old coverage, some will accept a 3 line estimate some will want a 10 line estimare, plumbing jacks, felt , metal edge I am sure pilot will give you what you need in a paper to write what they want to see. This is easy I have done thousands of 20-30 page estimates on floods and fires before they had computers. Practice and make it look as good as you can.... you will only get one shot. Good luck.

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    Dholmes333
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    08/15/2011 8:19 PM

    Thanks..

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