CSP TOOLS

LINK

CSP Zoom Link

https://us02web.zoom.us/j/89395799109?pwd=V0lmWFRRL0R6Tm56QTdRUHNoMWI3QT0

1-Work Drive (copy and paste link)

https://drive.google.com/drive/folders/1yk1GxhFUEAIKUA1QSR-YV4VOKugMVuhZ

CSP Management Tools

https://docs.google.com/spreadsheets/d/1qmrYOft54Kkz5ztm-vAUF15UQjdgtBdh1miy2VMMXO0/

AM Input

https://docs.google.com/spreadsheets/d/1vL5CyiOHPM4aURiSJds2DOYGof7Ro7Jbkhg9s3h4qkA/

AM Training

https://docs.google.com/spreadsheets/d/1D47t7qOoy6rXsYFFVw5fUm_xXQGtf058olegyTGtK1Q/

Zoho CRM

https://crm.zoho.com/crm/org667176680/tab/Home/begin

Zoho Desk

https://desk.zoho.com/agent/claimsupplementpro/claim-supplement-pro/tickets/list/all-cases

Zoho Workdrive

https://workdrive.zoho.com/home/15a733d9f9cf8a5e7406ab5211b5fe8043dd5/

Coordination Tool

https://docs.google.com/spreadsheets/d/1lfgzQ8w8ggAhRvTL65lzn5hNqsnotu6RVVq8P0zVxV8/

Fake AM Input

https://docs.google.com/spreadsheets/d/15VudtS34pfT2_w2Sw4QkTCVSmTp4-AkD4oR9F6pGoNM

Supplement Items Sheet

https://docs.google.com/spreadsheets/d/1ZmufPwHdPXQACgEkiQ2GIm8eSMmNvexy9X_Ts9-0otM/

IWB Calculator

https://www.inchcalculator.com/ice-water-shield-calculator/

I love PDF (OCR and Editing)

https://www.ilovepdf.com

Pdf24 (extract photos in PDF)

https://tools.pdf24.org/en/

Deskew (aligning PDF docs)

https://www.sejda.com/deskew-pdf

DialPad

https://dialpad.com/

Trello Board

https://trello.com/b/emu8XVux/admins

TRAINING FILES

LINK

Admin Training - 2024

https://workdrive.zoho.com/folder/nybaybc3007371e45499991d559056b6fee4f

Admin Training - 2025

https://workdrive.zoho.com/folder/nybay60256e282d8c430dbfef762e9ed5c33a

AM Training

https://workdrive.zoho.com/folder/rxqazd55c038e6f51495583aa1f18007b73bd

AM/Admin Manual

https://workdrive.zoho.com/folder/v6p73c74db0022d98469bb7e63d63da0187bb

Estimator Training

https://workdrive.zoho.com/folder/rxqaz328b6f2c28454e21893ce0a8e5b4a45f

GGR Training

https://workdrive.zoho.com/folder/rxqazaacfc876e732482094c38e3ce6f3d60d

OLD

https://workdrive.zoho.com/folder/v6p7342be31b8c76043ea821dee70dfcf6b04

Onboarding

https://workdrive.zoho.com/folder/v6p739ada7c636ce64de08905b86a50a5619b

Other Files

https://workdrive.zoho.com/folder/v6p732418651902ab478f86f8918e4ab02cab

RE Manager Training

https://workdrive.zoho.com/folder/rxqaz9615272bf2b64c8ea6302a732ac5ff4a

Relationship Manager Training

https://workdrive.zoho.com/folder/rxqaz5e45c7f726f449d9bb55027a207d3ed7

Water Mitigation Training

https://workdrive.zoho.com/folder/rxqaz5ac818bc87424b92bdcb595ab2e18514

SPECIFIC PROCESS RESOURCES

LINK

Administrative - Manufacturer's Docs

https://workdrive.zoho.com/folder/j4zka75c6f35228924eee9beac6d3df61a8e7

Administrative - Windows

https://workdrive.zoho.com/folder/j4zka3e83f817dfb94675b20252275b35b3b0

Administrative - Supplemental Illustrations

https://workdrive.zoho.com/folder/j4zka98b120a67c124f4b94ad257be0346d2d

Administrative - Supplement Analysis

https://workdrive.zoho.com/folder/j4zkab8ab100c061949febe19a8f5c94a7105

Administrative - Reparability test videos

https://workdrive.zoho.com/folder/j4zka753c4d0d093e4a39b064b34c07c68fb0

Administrative - Recruiting

https://workdrive.zoho.com/folder/j4zka84f06bb74f8a4b52802fcc2c6d66cffe

Administrative - Opportunities

https://workdrive.zoho.com/folder/j4zka336030be1f554603810c873d9f46b9c3

Administrative - Mitigation

https://workdrive.zoho.com/folder/j4zka1c7f853917384f9685e4aeb3ffc316cf

Administrative - Library

https://workdrive.zoho.com/folder/j4zka8a9287afd3bc4d529fbae80b67697a11

Administrative - Low Slope Flat Roof Codes

https://workdrive.zoho.com/folder/j4zka974da6dfbf5c45a9bc6f0c047e84e4da

Administrative - Folder Template

https://workdrive.zoho.com/folder/j4zka334275ed74424160ad38ae29449c19f5

Administrative - Examples of Policies

https://workdrive.zoho.com/folder/j4zkac85407137baa46899acf038912961439

Administrative - Examples of Estimate

https://workdrive.zoho.com/folder/j4zka7a7b16238c0e4a89acf67acc6d36d387

Administrative - Dummy Claims for Training

https://workdrive.zoho.com/folder/j4zkacc3669eb9af542d58a09d4974b9ca09a

Administrative - Best Pictures

https://workdrive.zoho.com/folder/j4zkac8048b73f3764bf28d808be33eeae829

Administrative - Bad Pictures

https://workdrive.zoho.com/folder/j4zka833d9cb1e1454e7dbfd51574df97bdb8

Administrative - Asbestos Docs

https://workdrive.zoho.com/folder/j4zka0e8b276bdb16445d8c4bf89f9cd842df

Administrative - Quality Process

https://workdrive.zoho.com/folder/v6p733dcc0d0d9b434eb2a1b0f5578ea4bdd4

For Clients - Training For Photos

https://workdrive.zoho.com/folder/v6p737ef7f3d567e04cc5ac9d502e3b62de8b

For Clients - Templates

https://workdrive.zoho.com/folder/v6p7386f4b4dc48aa46cf852eb53a233e734a

For Clients - Special Invoices

https://workdrive.zoho.com/folder/v6p73e9d433aa2c9742399252b2f8ad8d6f15

For Clients - Photography Infographic

https://workdrive.zoho.com/folder/v6p73aea42d9896834aa59372a914b3eb46a5

For Clients - Intro to the CRM Portal

https://workdrive.zoho.com/folder/v6p737d358cc1209049d5b33aa4f61c43fb70

For Clients - Examples

https://workdrive.zoho.com/folder/v6p7341b70e85345e4d4584f0865ce1138935

For Clients - Trainings

https://workdrive.zoho.com/folder/v6p737f654d82326a43dd9a39515f721350cf

Process Refreshers - Deal Stages Management

https://workdrive.zoho.com/folder/p48nt3d438c3f972a4e4fbad15df7f4cdb9ab

Process Refreshers - Case Study: Overpayment & REVX

https://workdrive.zoho.com/folder/p48ntef5d4b22da5a44cfb1718117e0830047

Process Refreshers - Velocity Refresher

https://workdrive.zoho.com/folder/p48nt43fa05a6d9014b4b9dac15df104fd672

Process Refreshers - SUBX Refresher

https://workdrive.zoho.com/folder/p48nt908d2f771f9c4c35ab8265b71a924e5e

Process Refreshers - Deal Creation Refresher

https://workdrive.zoho.com/folder/p48nte0b17c0a21cc4f4d9a53477065d9b7a4

Video Resource Library - QUESTIONS re DEALS

https://workdrive.zoho.com/folder/v6p736ae0e33291f34261b6eb2f8b278b8ff3

Video Resource Library - 20240911 - Insurance Claims Seminar with John Senac

https://workdrive.zoho.com/folder/v6p731b6a4e461e2444eea23a10f4146820cd

Video Resource Library - Items (e.g., skylights, sheathing)

https://workdrive.zoho.com/folder/v6p73388a0bed370d4ad79fd59bb5f00858a2

Video Resource Library - RF Management

https://workdrive.zoho.com/folder/v6p732f5b886bc9424690867deef54083dab9

Video Resource Library - Processes (e.g., how to handle partial approvals)

https://workdrive.zoho.com/folder/v6p739766cb2ca38c4d30a1f1dd3fb5d4560f

HUDDLE AND TEAM MEETINGS

LINK

CSP Book Study

https://workdrive.zoho.com/folder/rxqazb5924d3e8ee94ec8a531162cc37df263

Morning Huddles

https://workdrive.zoho.com/folder/rxqaz6a20108513de47699c2808ec41d83f72

Monthly Team Meetings

https://workdrive.zoho.com/folder/rxqazb1cae7b8c03b4b269669213cf01c4dbb

Other Meetings

https://workdrive.zoho.com/folder/j4zkaba881525a83f4786993876b9c7cb876b

PROJECT FILES

LINK

Project Files

​https://workdrive.zoho.com/15a733d9f9cf8a5e7406ab5211b5fe8043dd5

ESTIMATOR TOOLS

LINK (please copy and paste the link)

Xactimate White Papers

https://drive.google.com/drive/folders/18A0H479ekHUp4e3UUD90hM-a1-KKfb4x?usp=drive_link

Tutorial Videos

https://drive.google.com/drive/folders/1tzKbrgP75UxmhJWlg-cTKn0plNV1-pHW?usp=drive_link

Test

https://drive.google.com/drive/folders/1E0yFI6R2DMFjMorMJZgfAL5vLXCYllSf?usp=drive_link

Terms

https://drive.google.com/drive/folders/1c_snKWGzaux9SLvbqzPtEI0m1T_V88BZ?usp=drive_link

Savage Docs

https://drive.google.com/drive/folders/1DwZP9pV3tzzHqj6WEhFN2xEog0Tk15pR?usp=drive_link

State Requirements

https://drive.google.com/drive/folders/1GT50sSdht_p89P1Rq8GmtTVnXBFOSlYf?usp=drive_link

Negotiation 9 Video Class

https://drive.google.com/drive/folders/1S0iN3CXjfqe0YJNmp2mnwwO-ytkPjGsg?usp=drive_link

Codes

https://drive.google.com/drive/folders/12hqMuZwHSx-zEXD56TPyIBqYBgEglPQ_?usp=drive_link

Pictures for Supplements

https://drive.google.com/file/d/1ur_6kATJbRoZnO-dYZ2FBMqK5As6MvfK/view?usp=drive_link

Insurances

https://drive.google.com/file/d/12yOjJvXoQxTxPAt-xRt0axlt1SmvYekb/view?usp=drive_link