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Last Post 08/17/2009 5:36 PM by  Tom Toll
Your Scope Notes....I want a copy please
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kuletule
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07/30/2009 8:09 PM

    I have learned many different ways to take scope notes over my years adjusting.  Everyone seems to have their own method.  I am asking if you good folks would send me via email, scanned copies of actual hand written scope notes you have made (redacted to exclude sensitive information is fine).   I have been asked to write an article on the best methodologies, and would like to have some actual examples.  This forum is a good place to start.

     

    I would ask for several examples in your responses.  Fire, Flood, Kitchen, Roof, wind, etc.  I want to examine the styles and formats of what you do, what we do.  How do you append notations to drawings?  Do you go Top down, Floor Up?  Reference marks, etc.  Do you use your own  forms?  If so, send them as well.  I have developed my own over the past few years, and will be glad to share them with everyone as well.

     

    Please send them to dennistrashaccount@gmail.com    I am sending them there, so it protects me from spam in my regular accounts.  I will be most pleased to share with the group, after I examine the methods.  PDF, JPG, PNG, or BMP....even GIF files.  whatever you can send them in.  

     

    Thanks to all.

     

    Regards,

     

    Dennis Wynne, CFEI

     

     

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    Ray Hall
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    Posts:2443


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    07/30/2009 8:40 PM

    This is off topic....however a GA with a large IA firm in Houston has a lot of large fire losses for the large carriers on dwellings He takes very detailed scope notes of the scope of damage and sends this in with his report. This why he makes 80 to 90 each year and the others, including me when I worked for the same firm were 20K lower. Paper work... works.
    Do not under sell yourself. If you got it...sell it with the photos and the reports. On a big loss over $100 K that the VP of claims is reviewing do not use the puter SOL, do one in excel...much more sizzle.


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    65Daily
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    Posts:18


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    08/17/2009 1:59 PM

    Scope notes are a thing of the past for me.  With carriers treating IA's like third party claimants, you can't turn a claim in unless you have a photograph of every item of damage.  If it isn't in the photo, you will get a kick-back.

    What I do is just prepare a detailed diagram at the loss site and provide detailed photo captions just before I write my estimate.  My photo captions will identify the damage in general (damage to floor, walls, and ceiling).  If there's an unusual item such as damaged base cabinets with a potentially salvageable granite countertop, I will address it in the photo.

    If anyone saw my scope notes, they would see diagrams, measurements, and details to include the window, door, and missing wall (cabinetry,nooks, etc.) dimensions.  I am to the point now where all I have to do is take a quick glance at a room and already have a precise and detailed two page estimate in my mind.  Writing those items down just takes too much time and wastes paper.

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    Ray Hall
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    08/17/2009 4:54 PM
    I do not disagree with 65, however he sends in very detailed photos with a very detailed estimate, thats why his claims do not come back and he gets more. paper work is good.
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    Tom Toll
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    08/17/2009 5:36 PM

    This is the way I do it also. I write photo #1, then explain the damage, photo #2, explain the damage, so on and so on. Those become my scope notes and photo explanations, especially on large commercial losses.

    Success is not final, failure is not fatal: it is the courage to continue that counts.
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