Laura Self - Office Manager
Alan Perales - Approval Specialist/ Main POC for Proliance
Bern Echiverri - Reinspection VA
Nikko Tidal - Client Specialist (VA)
Kimberly Thollander - Supplement Specialist
Jetstream note after submitting RE to INS/Adjuster:
Reinspection has been submitted to insurance. - Signature (Name, Phone Number)
CRM note after submitting RE to INS and uploading RE to CC:
Submitted the RE to INS, Uploaded copy to CC and left note for Alan.
Task for Billing:
Please Bill for RE - Yes/Approved
Please Bill for RE - No/Denied
*If partial approval - create a CRM note stating why it was partially approved. then create a task note Please Bill for RE - Partial Approval and assign to Vlad.
Sample Signature in email:
Name
Proliance PA
Phone Number
*If insurance is Liberty Mutual / Safeco, please remove the email address.
REINSPECTION DENIED sample notes:
Reinspection was denied - As per adjuster, (denial reason).
Reinspection was denied - Please see below email from the adjuster.
- Signature
----------------------------------------
***Email contents***
REINSPECTION APPROVED sample notes:
Reinspection was approved - Please contact the adjuster (Name and phone #) to schedule the inspection. - Signature
Reinspection was approved - Please see below email from the adjuster. - Signature
Hello, please see revised estimate uploaded in Files tab. Please check and review. - Signature
For RLS (Roofing Locator Services) and SLS (Siding Locator Services):
If match found - SLS found a match. We will continue to try to get claim approved by going through reinspection process - Signature
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