2019 National Conference Estimate Review Overview Organizational Chart

2019 National Conference Estimate Review Overview

Organizational Chart Paul Stevenson Audit Manager Ryan Balevre Harry Perkins Senior Auditor Adam Kenyon Dale Edwards Eric Royer Auditor Donald Coleman Auditor Jason Coomer Taylor Hardin Lonnie Veal Auditor Joseph Arrington Auditor CLIENTS AAA AIIC ACICF AIG ACM AMERIPRISE ASI ANPAC Centauri GULFSTREAM Fremont HOMESITE Heritage MEEMIC Lexington PREPARED Maison SAFETY NBIC SECURITY FIRST N&D UNA Pioneer Confidential & Proprietary. Nexxus Solutions Group, LLC. Corrie Toffoli Chris Jackson Auditor Craig Perkinson Auditor 2

Part 1 Ø Estimate Overview Part 2 Ø Comp/Peer/Inspections Ø Supplements Ø Mold Ø Pack Out & Back In Confidential & Proprietary. Nexxus Solutions Group, LLC. 3

Part One Estimate Overview Confidential & Proprietary. Nexxus Solutions Group, LLC. 4

Key Areas for the Auditor Ø Control Points Ø Client Policy Section Ø Notes Ø Documents Confidential & Proprietary. Nexxus Solutions Group, LLC. 5

Key Areas for the Auditor – Cont. Ø Estimate Line Items Ø Photos Ø Sketch Confidential & Proprietary. Nexxus Solutions Group, LLC. 6

Key Control Points Ø Customer Contacted Ø Site Inspected Ø Job Started Ø Job Complete Ø Job Not Sold Confidential & Proprietary. Nexxus Solutions Group, LLC. 7

Key Control Points – Cont. Ø Collaboration Status ü Unable to Update Estimate ü “In Progress” - Red ü Changes Made Once Collaboration Chows “Completed” Confidential & Proprietary. Nexxus Solutions Group, LLC. 8

Key Control Points – Cont. Ø Approval Status ü QA By Nexxus – Not Approval to Start Work ü Client Approval – Only Updated by Adjuster ü Contact May be Needed with Homeowner to Start Work Confidential & Proprietary. Nexxus Solutions Group, LLC. 9

Control Points Details Confidential & Proprietary. Nexxus Solutions Group, LLC. 10

Control Points Details – Cont. Confidential & Proprietary. Nexxus Solutions Group, LLC. 11

Client/Policy Ø Loss Information ü Who - What – When – Where - How Ø Contact Information ü Adjuster - Nexxus Representative - Applicable Parties Confidential & Proprietary. Nexxus Solutions Group, LLC. 12

Client/Policy – Cont. Ø Carrier Specific ü Policy Information & Important Instructions Confidential & Proprietary. Nexxus Solutions Group, LLC. 13

Notes Ø Claim & Adjuster Notes Already Entered Lines 1 -5 Ø Time & Date Stamped Ø Will Show When Control Points Are Updated Confidential & Proprietary. Nexxus Solutions Group, LLC. 14

Notes – Cont. Ø 12 Hour Update - What Was Found Upon Inspection? Ø Amount of Equipment Being Used Ø Approval Needs for Specialized Equipment ü Floor Drying Mats – Negative Air Machine, Etc. Confidential & Proprietary. Nexxus Solutions Group, LLC. 15

Notes – Cont. Ø Issues Requiring Immediate Attention Ø Continuous Updates Throughout Entirety of Job Ø Maintain Professional Tone in Notes Confidential & Proprietary. Nexxus Solutions Group, LLC. 16

Notes Tab Confidential & Proprietary. Nexxus Solutions Group, LLC. 17

Documents Section All Documents Associated with Job. . . Ø Work Authorization Ø CIY Ø Daily Moisture Logs Ø W 9 Confidential & Proprietary. Nexxus Solutions Group, LLC. 18

Documents Section – Cont. Ø Photo Sheet Ø COS Ø Sub Bids Ø Invoice for Peer/Comp Confidential & Proprietary. Nexxus Solutions Group, LLC. 19

Documents Section – Cont. Confidential & Proprietary. Nexxus Solutions Group, LLC. 20

Estimate Line Items Ø Rebuild Line Items ü WTR TLTD vs. PLM TLTD ü WTR DORSLD vs. DORSLD Ø Water Extraction ü Weighted vs. Regular ü Vanity Top vs. Counter Top Confidential & Proprietary. Nexxus Solutions Group, LLC. 21

Estimate Line Items – Cont. Ø No Overlapping of Line Items Ø Most Line Items Include Other Services ü PNT AV: Remove Light Fixtures – Wall Prep – Moving Furniture Confidential & Proprietary. Nexxus Solutions Group, LLC. 22

Estimate Line Items – Cont. Ø Correct ITEL Line Items on Flooring Replacement ü FCC NFCP Ø HMR & TCR Line Items on Correct Assignment ü Mold - Asbestos – Trauma Clean-Up Confidential & Proprietary. Nexxus Solutions Group, LLC. 23

Estimate Line Item Entries (water) CAT SEL CALC ACT DESCRIPTION QTY 16. CAB LOW CABLOW_2. LL+CABLOW_1. LL+CABLOW_0. LL+CABLOW_3. LL 17. CAB CTPF plastic laminate 20 18. CLN out & R&R Cabinetry – lower (base) units 15. 50 LF 6. 70+ For #16 should be WTR CABLW REPLACE TAX TOTAL 174. 36= 129. 92 45. 86= 39. 17 9. 64= 0. 00 15. 50= 0. 00 587. 28 & R&R Countertop – post formed 20. 00 LF For #17 WTR CTFLD 3. 69+ 206. 04 +Clean Cabinetry – lower – inside and LOW 1 20. WTR REMOVE CABLWD 15. 5 1. 00 LF 0. 00+ 1. 92 +Cabinet – lower(base) unit – Detach 15. 50 LF 0. 00+ 48. 06 Confidential & Proprietary. Nexxus Solutions Group, LLC. 24

Photos Ø Add to Xact. Analysis – Or Photo Sheet Ø Photos Clear & Positioned Correctly Ø Roof Photos from Roof Surface or Top of Ladder Ø Risk Photo to Match-up with Loss Location Confidential & Proprietary. Nexxus Solutions Group, LLC. 25

Photos – Cont. Ø Only Pertinent Photos – Quality Over Quantity Ø Label to Indicate Room or Area of Concern Ø Description of Damage Ø Pre & Post Photos to Justify Scope Written Confidential & Proprietary. Nexxus Solutions Group, LLC. 26

Photos – Cont. Confidential & Proprietary. Nexxus Solutions Group, LLC. 27

Photos – Cont. Confidential & Proprietary. Nexxus Solutions Group, LLC. 28

Sketch Ø Attach Sketch of Affected Area to File Ø Label All Rooms Affected Ø Ensure Measurements are Correct Ø Show All Openings or Roof Sloop Ø Show Direction for Drop & Roll Carpeting Confidential & Proprietary. Nexxus Solutions Group, LLC. 29

Sketch – Cont. Confidential & Proprietary. Nexxus Solutions Group, LLC. 30

16. 92% Waste 18. 67 % Waste Confidential & Proprietary. Nexxus Solutions Group, LLC. 31

Part Two Additional Estimate Items Confidential & Proprietary. Nexxus Solutions Group, LLC. 32

Pack Outs & Pack Backs Ø Use Separate Assignment for Each Ø Pack Outs – Show Labor & Materials ü How Many Boxes Used, Size, Labor to Move Confidential & Proprietary. Nexxus Solutions Group, LLC. 33

Pack Outs & Pack Backs – Cont. Ø Show Each Room Separately on Estimate Ø Photos of Each Room to Justify Labor & Materials Ø Is Time Sheet Needed? Confidential & Proprietary. Nexxus Solutions Group, LLC. 34

Pack Outs & Pack Backs – Cont. Ø Check Guidelines for What’s Allowed ü Moving Trucks - Supervisor Hours - Storage Ø Cargo Vans Not Allowed ü Client Doesn’t Pay to Transport People or Materials to Site Confidential & Proprietary. Nexxus Solutions Group, LLC. 35

Comp Estimates Ø Comp Estimates Are Audited Ø Scope & Line Items Correct Ø Labeled Photos Attached Ø Separate Invoice Uploaded with Correct Fee ü See Documents Section: Program Requirements Confidential & Proprietary. Nexxus Solutions Group, LLC. 36

Peer Reviews Ø IICRC Guidelines for Water or Mold Ø Peer Estimate or Report Attached to Documents Ø Invoice Separately for Cost of Peer Review ü See Documents: Program Requirements for Pricing Confidential & Proprietary. Nexxus Solutions Group, LLC. 37

Supplements Ø Pre-Approval by Handling Adjuster Prior to Adding Ø Add as Separate Room – or Bold Line Items Ø Photos Required to Justify Ø Audited per Client Instructions Ø Moved Forward if No Revisions Needed Confidential & Proprietary. Nexxus Solutions Group, LLC. 38

Mold Ø Separate Assignment if Amount More than 10 SF Ø Mold over 10 SF - Contact Nexxus and/or Adjuster Ø Under 10 SF Remedied on Water Mit Assignment Confidential & Proprietary. Nexxus Solutions Group, LLC. 39

Mold – Cont. Ø Hygienist Required to Write Protocol & Provide Testing Ø Only Write Mold Estimate if Adjuster Requests Ø Use Correct HMR Line in Xactimate Confidential & Proprietary. Nexxus Solutions Group, LLC. 40

Mold – Cont. Ø Add Protocol Document to Document Section Ø Base Estimate off Protocol Ø Add Post Testing Invoices from Hygienist to Documents Confidential & Proprietary. Nexxus Solutions Group, LLC. 41

Estimate Overview Recap Ø Photos Uploaded on Photo Sheet or in Xact. Analysis Ø Photos Labeled with Description of Damage Ø Pre & Post Photos are Required Ø Roof Photos from the Roof Confidential & Proprietary. Nexxus Solutions Group, LLC. 42

Estimate Overview Recap – Cont. Ø Only Write for What is Damaged Ø Proper Documentation Attached - Sub bids, ITEL, Test results Ø Show Correct Sketch on Estimate Ø Client Guidelines – Flooring Grade/Waste % Confidential & Proprietary. Nexxus Solutions Group, LLC. 43

Estimate Overview Recap – Cont. Ø Estimate on Adjuster’s Desk Within 36 Hours of Upload Ø Professional & Clear Notes Re: the Work Ø O&P – Check Guidelines to See if it Qualified Ø No O&P on Mit, Mold or Emergency Services Confidential & Proprietary. Nexxus Solutions Group, LLC. 44

Estimate Overview Recap – Cont. Ø Estimate Payment Inquiries - Customer Service Rep Ø Mold vs. Mit - Separate Assignment if More Than 10 SF Ø $0. 00 Estimates – No Upload to System Confidential & Proprietary. Nexxus Solutions Group, LLC. 45

Estimate Overview Recap – Cont. Ø Get Familiar with Xactimate Line Items Ø Supplements: Pre-approved by Adjuster & Noted Ø Separate Section on Estimate - or Bold to Show Added Info Confidential & Proprietary. Nexxus Solutions Group, LLC. 46

Questions? We are here to help! Confidential & Proprietary. Nexxus Solutions Group, LLC. 47