In the Life of Inside Sales
Default Daily Routine and Expectations
KPI Boards & Tracking
Lead Tracker SOP
Retail Lead Handling SOPs
Insurance Steps Overview
Step 1 Insurance Process-Inspection of Roof
Step 2 Insurance Process-Educating the Homeowner
Step 3 Insurance Process-Awaiting Contingency
Step 4 Insurance Process-Awaiting adjuster appointment
Step 5 Insurance Process-Approval or Denial
Step 5.5 Insurance Process-Denial/Rebuttal
Step 6 Insurance Process-Pending RCV
Step 6.5 Insurance Process-RCV Appeals
Step 7 Insurance Process-Ready to Go
Step 8 Insurance Process-Sending to Production
