1. Correct SOL present?
2. Doing Roof?
2a. Is the Full roof approved in the SOL?
Notes:**If not, are we supplementing the full roof or only what's approved?
**Is the roof flat or metal?3. Doing Siding?
3a. Is the Full siding approved in the SOL?
Notes:
**If not, are we supplementing the full siding or only what's approved?
4. Doing Interior (not attic)?
4a. Is the Interior approved in the SOL?
4b. Are interior photos & room dimensions present for each room to be supplemented?
Notes:
**What are the names of the rooms to be supplemented -- e.g., kitchen, bathroom, etc?
5. Correct measurement report present (roof and/or siding)?
6. Correct photos present (roof/siding/interior)?
7. Doing Skylights?
7a. Skylight photos present?
Notes:
**Does RF want to replace or repair the skylights? Velux or other reports available?
8. (GGR, Phoenix, Proliance) Work order included?
Notes:
**WO notes
**List of structures to be supplemented e.g dwelling, garage, shed etc. (if there’s anything in particular)
1. Correct SOL present?Instruction:Cross-check the Statement of Loss (SOL) information with the client’s CRM. Verify that key details (e.g., insured name, address, date of loss) match correctly.Answer Guide:YES – The correct SOL is available, and the details match.NO – The details do not match, or no SOL is available. If NO, task the Deal Owner: No SOL available (due next business day).2. Doing Roof?Instruction:
Check whether the roof is included in the SOL. If a Work Order (WO) is available, review the WO notes to confirm if the RF (Raving Fan) specified that the roof should be supplemented.
Answer Guide:
YES – The roof is included in the SOL and/or the client’s notes or WO confirm that we are supplementing the roof.
NO – The roof is included in the SOL but the client’s notes or WO indicate that we are not supplementing the roof.
N/A – The roof is not included in the SOL, and there is no mention of it in the client’s notes or WO.
2a. Is the Full roof approved in the SOL?Instruction:
Review the Statement of Loss (SOL) to determine if the insurance company approved the full roof.
Answer Guide:
YES – The insurance approved the entire roof in the SOL.
Note: A difference of 3SQ or less is still considered a full roof approval.
Note: If the SOL doesn’t contain a Surface area summary, then check the MR and match the total roof area to what’s approved in the SOL.
NO – The insurance did not approve the full roof in the SOL.
N/A – If the answer to “2. Doing Roof” is NO or N/A.
Notes:
**If not, are we supplementing the full roof or only what's approved?
Answer Guide: Check the client’s notes or WO to see if the RF specified to do full roof or to supplement only what’s approved.
**Is the roof flat or metal?Answer Guide: Check the photos and MR to confirm if the roof is flat or metal. If the roof is neither flat or metal (just the usual slope) then no need to leave a note for this part.
3. Doing Siding?
Instruction:
Check whether the siding is included in the SOL. If a Work Order (WO) is available, review the WO notes to confirm if the RF (Raving Fan) specified that the siding should be supplemented.
Answer Guide:
YES – The siding is included in the SOL and/or the client’s notes or WO confirms that we are supplementing for siding.
NO – The siding is included in the SOL but the client’s notes or WO indicate that we are not supplementing for siding.
N/A – The siding is not included in the SOL, and there is no mention of it in the client’s notes or WO.
3a. Is the Full siding approved in the SOL?Instruction:
Review the Statement of Loss (SOL) to determine if the insurance company approved the full siding (full siding on all elevations).
Answer Guide:
YES – The insurance approved the full siding on all elevations (front, rear, left, and right elevations).
Notes:
**please make sure to cross check it with the siding MR and make sure that the full siding is approved on all elevations.
**if the SOL doesn’t contain Front, Rear, Left and Right Elevation Categories - check the siding MR to confirm the total siding area and match it with what’s in the SOL.NO – The insurance did not approve the full siding or did not approved all elevations.
N/A – If the answer to “3. Doing Siding?” is NO or N/A.
Notes:
**If not, are we supplementing the full siding or only what's approved?
Answer Guide: Check the client’s notes or WO to see if the RF specified to do full siding or to supplement only what’s approved.4. Doing Interior (not attic)?Instruction:
Check whether any of the interior areas is included in the SOL. If a Work Order (WO) is available, review the WO notes to confirm if the RF (Raving Fan) specified that interior should be supplemented.
Answer Guide:
YES – The interior (any room or any part of the interior) is included in the SOL and/or the client’s notes or WO confirm that we are supplementing the interior.
NO – The interior (any room or any part of the interior) is included in the SOL but the client’s notes or WO indicate that we are not supplementing the interior
N/A –The interior (any room or any part of the interior) is not included in the SOL, and there is no mention of it in the client’s notes or WO.
4a. Is the Interior approved in the SOL?Instruction:
Check whether any of the interior areas is included in the SOL.
Answer Guide:
YES – The interior (any room or any part of the interior) is included in the SOL.
NO – The interior (any room or any part of the interior) is not included in the SOL.
N/A – If the answer to “4. Doing Interior (not attic)?” is NO or N/A.
4b. Are interior photos & room dimensions present for each room to be supplemented?
Instruction:
Check whether any interior photos are available in the Google Drive “Pictures” folder. And check if there are room dimensions available in the SOL, MR or a separate document provided by the RF (Raving Fan).
Answer Guide:
YES – Interior photos and room dimensions are present.
NO – Interior photos and room dimensions are not present.
Note: If only interior photos are available but room dimensions are missing, or vice versa, answer NO and add a note specifying which item is missing.N/A – If the answer to “4. Doing Interior (not attic)?” is NO or N/A.
Notes:
**What are the names of the rooms to be supplemented -- e.g., kitchen, bathroom, etc?
Answer Guide: Check the SOL/WO/Photos/Client’s notes to see what are the specific rooms to supplement.
5. Correct measurement report present (roof and/or siding)?Instruction:
Cross-reference the address on the MR with the one on the Scope of Loss (SOL) and/or client documents to confirm it matches.
Answer Guide:
YES – The correct MR is available, and the details match.
NO – The details do not match, or no MR is available. If NO, task the Deal Owner: No MR available (due next business day).
6. Correct photos present (roof/siding/interior)?Instruction:
Verify that the photos provided by the RF correspond to the address listed in the SOL. Cross-check using other resources, such as Google Maps, to ensure the SOL address matches the correct property photos.
Answer Guide:
YES – The photos match the SOL address and property.
NO – The photos do not match the SOL address or property. If NO, task the Deal Owner: Incorrect photos available. (due next business day).
7. Doing Skylights?Instruction:
Check whether skylight(s) is included in the SOL. If a Work Order (WO) is available, review the WO notes to confirm if the RF (Raving Fan) specified that the skylight(s) should be supplemented.
Answer Guide:
YES – Skylight(s) is in the SOL and/or the client’s notes or WO confirms they should be supplemented.
NO – Skylight(s) is in the SOL and/or the client’s notes or WO indicate that we are not supplementing the skylight(s).
N/A – Sylight(s) is not included in the SOL, and there is no mention of it in the client’s notes or WO.
7a. Skylight photos present?Instruction:
Check whether any skylight photos are available in the Google Drive “Pictures” folder.
Answer Guide:
YES – Skylight(s) photos are present.
NO – There is no skylight(s) photos present.
N/A – If the answer to “7. Doing Skylights?” is NO or N/A.
Notes:
**Does RF want to replace or repair the skylights? Velux or other reports available?
Answer Guide: If doing skylights, check the client’s notes or WO if the RF specified is we are to replace or repair the skylights. Check if there are Velterm or SilverTag labels present in the Pictures folder or if there are any other reports available.
8. (GGR, Phoenix, Proliance) Work order included?Instruction:
If the RF (Raving Fan) is GGR, Phoenix, or Proliance, verify whether a Work Order (WO) is available.
Answer Guide:
YES – The RF is GGR, Phoenix, or Proliance, and a Work Order is present.
NO – The RF is GGR, Phoenix, or Proliance, but a Work Order is missing.
N/A - The RF is not GGR, Phoenix, or Proliance.
Notes:
**WO notes
**List of structures to be supplemented e.g dwelling, garage, shed etc. (if there’s anything in particular)
Answer Guide: If there are specific notes in the Work Order (WO) or if any particular structures are mentioned in the WO or the client’s notes
YES 1. Correct SOL present?
YES 2. Doing Roof?
NO 2a. Is the Full roof approved in the SOL?
Notes:
**Only supplement for what's approved.
N/A 3. Doing Siding?
N/A 3a. Is the Full siding approved in the SOL?
N/A 4. Doing Interior (not attic)?
N/A 4a. Is the Interior approved in the SOL?
N/A 4b. Are interior photos & room dimensions present for each room to be supplemented?
YES 5. Correct measurement report present (roof and/or siding)?
YES 6. Correct photos present (roof/siding/interior)?
N/A 7. Doing Skylights?
N/A 7a. Skylight photos present?
YES 8. (GGR, Phoenix, Proliance) Work order included?
Notes:
**Commercial building
**No trades
**Includes (3) sheets of plywood/OSB replacement.
Deal 2: DARRE JONES - 316 156th Pl
YES 1. Correct SOL present?
YES 2. Doing Roof?
YES 2a. Is the Full roof approved in the SOL?
Notes:
**1.85 SQ is flat roof, but RF is not repairing flat roof, no need to supplement that part.
N/A 3. Doing Siding?
N/A 3a. Is the Full siding approved in the SOL?
N/A 4. Doing Interior (not attic)?
N/A 4a. Is the Interior approved in the SOL?
N/A 4b. Are interior photos & room dimensions present for each room to be supplemented?
YES 5. Correct measurement report present (roof and/or siding)?
YES 6. Correct photos present (roof/siding/interior)?
N/A 7. Doing Skylights?
N/A 7a. Skylight photos present?
N/A 8. (GGR, Phoenix, Proliance) Work order included?
Deal 3: SHIRLEY KRAMER - 6917 W FOSS RD
YES 1. Correct SOL present?
YES 2. Doing Roof?
YES 2a. Is the Full roof approved in the SOL?
N/A 3. Doing Siding?
N/A 3a. Is the Full siding approved in the SOL?
N/A 4. Doing Interior (not attic)?
N/A 4a. Is the Interior approved in the SOL?
N/A 4b. Are interior photos & room dimensions present for each room to be supplemented?
YES 5. Correct measurement report present (roof and/or siding)?
YES 6. Correct photos present (roof/siding/interior)?
YES 7. Doing Skylights?
YES 7a. Skylight photos present?
Notes:
**A photo of the Velux brand is stamped on the glass. Please review photos in GD.
YES 8. (GGR, Phoenix, Proliance) Work order included?
Notes:
**Will need to supplement for R&R or (3) Velux Skylights that are 25 years old and in very bad shape, will need to verify sizes, they are all fixed, there are NO tags visible on the frames, but the Velux brand is stamped on the glass.
**Includes (3) sheets OSB/Plywood replacement if needed, additional sheets if needed billed @ $70.00/each.