** Texas Adjuster License Training is not available at this time. CE credits for Xactimate training are no longer offered. **
Need customized, on-site Xactimate software training for your company? Let us provide custom training for your restoration company or roofing sales staff. Please use the contact form to inquire about available dates and costs.
The Keys To Better Profit Margins in the Restoration Business…
SPEED, ACCURACY and EFFICIENCY.
We will travel to your corporate location and provide Xactimate training that is focused on the needs of your business.
Forget ‘information overload’.
Our customized Xactimate training for Restoration and Cleaning will focus on practical skills.
Your employees will learn exactly how to create Xactimate estimates, in a step-by-step process. They will be more productive, confident and accurate–beginning with their very next estimate.
Some topics that will be covered:
- How to customize and configure the Xactimate software installation
- How to create ‘graphical estimates’ to save time
- How to do ‘line item estimating’ (creating estimates that accurately cover the costs to rebuild)
- Professional-looking estimates (how to add company logo and business information)
- How to use the built-in wizards for plumbing, hvac, insulation and more
- How to use the ‘Sketch’ tool to quickly and accurately build floor plans
- Avoiding headaches with photos…how to upload them, label and organize them
- How to set up the estimate: add the location, insured details and policy information
- Tips to create great field notes that translate quickly into your estimate
- Avoiding adjuster disputes
- Tips from an active commercial adjuster…to help you get paid more quickly
- Ways to (ethically) squeeze more profits from every estimate
- Q & A time for questions
Client Testimonial – AmeriDri Restoration (www.ameridri.com)
“My company, AmeriDri, took a private Xactimate class with Joel, focusing on the mitigation side of Xactimate. ..I believe that what we learned in Joel’s class will be worth well over $100,000.00 to my business in 2013.
Just in the past week, my supervisors closed $22,000.00 in new work…due to my supervisor’s new knowledge of Xactimate and performing a professional bid at the job site, printing the bid and closing the job with a deposit…”
[expand title="Click to read more"]
To: Joel Yeatts
My company, AmeriDri, took a private Xactimate class with Joel, focusing on the mitigation side of Xactimate.
I (Joe Crivello, CEO of AmeriDri) have been using Xactimate since 2004 and two of my supervisors who were new to Xactimate also took the class. I have taken other Xactimate training classes in the past and another supervisor of AmeriDri just took another online Xactimate class a week before Joel’s class.
I could write a ten page reference for Joel and his ability to teach in a way that would blow any other instructor out of the water, but let me just say that in four short evening classes, Joel helped increase my knowledge of Xactimate 110% and my two supervisors are now out in the field writing estimates with their new lap tops with Xactimate installed.
I believe what we learned in Joel’s class will be worth well over $100,000.00 to my business in 2013…Just in the past week, my supervisors closed $22,000.00 in new work due to my supervisor’s new knowledge of Xactimate and performing a professional bid at the job site, printing the bid and closing the job with a deposit…
Before Joel’s class my supervisor’s would bring all the information back to our office and the bid would be performed at our office and emailed or mailed to the potential client.
Joel went above and beyond as far as I’m concerned. Joel also resized my company logo so it would fit at the top of my Xactimate page. Joel will also help you after the class is over. I called Joel for additional help and he helped without hesitation!!
Please call our office with any questions at 719-388-8509.
Joe Crivello, CEO
Joel Yeatts is a licensed, active Texas commercial claims adjuster. Benefit from Joel’s ‘adjuster perspective’ and learn how to avoid typical adjuster disputes. Students get practical, field-tested techniques and methods to improve productivity, speed and accuracy. Joel is level-3 Xactimate certified. (more about Joel here)
Note: XactimateCoach.com and InsuranceAdjusterTraining.net is not endorsed by or associated with Xactware.