Job Flow Checklist for Insurance Agents: What to Expect in Water, Mold & Fire Clean-Up Projects

When dealing with water, mold, or fire damage, each project comes with its own set of challenges. As an insurance agent, understanding the restoration process can help you better guide your clients through the stressful experience of property damage. To support you in this effort, we’ve prepared a checklist to outline the flow of a typical job, highlighting what you and your clients can expect from start to finish.

What Insurance Agents Can Expect:

Referral to SFR: Once an insurance agent refers a client to us—whether by email, text, or call—SFR (Service First Restoration) takes immediate action.
Initial Contact with the Insured: SFR reaches out to the insured to gather essential information. This step ensures we dispatch the right professional with the right tools for the job.
Scheduling and Introduction: An inspection is scheduled, and the insured receives an “Intro Email” with videos on “what to expect” during the restoration process.
Inspection and Education: During the inspection, we educate the insured on the scope of work, potential claims coverage, and projected costs. This step ensures they are fully informed and can make the best decisions for their property.
Communication with the Insurance Agent: After the inspection, the insurance agent receives an “Inspected Email” summarizing the findings, including the source of the loss, affected areas and materials, scope of work, required equipment, and the overall game plan.
Claims Process Support: If the insured decides to file a claim, SFR collaborates with the carrier/adjuster, guiding the insured through every step. We assure the insured that they won’t pay a penny over their deductible, allowing them to focus on the quality of work and service.
Job Start Notification: When work begins, the insurance agent receives a “Job Start” email detailing the upcoming steps in the restoration process.
Construction and Repair Management: SFR’s Construction Project Manager coordinates with the insured and the adjuster to finalize the approved scope of work and complete repairs.
Project Completion Update: Upon project completion, the insurance agent receives a “Job Complete” email, providing a final overview of the work done and any necessary follow-up information.

What the Insured Can Expect:

Free Inspection and Guidance: The insured will receive a free inspection and comprehensive education on what to expect and how to navigate the restoration process.
Personalized Support: From start to finish, the insured can count on hand-holding, guidance, and continuous support until the project is fully completed.
5-Star Service Commitment: We are committed to delivering 5-star service. If the insured is not satisfied, we will take all necessary steps to make it right.
Friendly and Caring Staff: Our team is positive, friendly, and genuinely cares about each client’s well-being.
Proactive Communication: The insured will receive proactive communication throughout the entire process, keeping them informed every step of the way.
No Extra Costs Over Deductible: If they file a claim, the insured is assured they won’t pay a penny over their deductible.

Customizable Support for Insurance Agents

We understand that every insurance agent has unique needs based on their ownership and community. Our job flow process is 100% customizable to suit your specific requirements. Please contact us to discuss how we can best partner with you to provide the highest level of service to your clients.