April is National Home Inventory Month: Find out more

3 CEUs

The ultimate goal of an inventory professional is to provide and deliver asset documentation for your clients to use for disaster preparedness and recovery, collections, estate settlement, financial planning, separation of assets/divorce, and pre-nuptial agreements. The majority of this course will “speak to” Residential Contents Inventory and provide basic education and knowledge about the insurance industry. This will enable inventory service providers to have a professional insurance discussion with their clients as an inventory specialist – not as an insurance agent.

The course, Knowledge for the Inventory Professional, also helps establish the many reasons why a personal contents inventory is needed. Included are claim scenarios and statistics surrounding recent wildfires, floods, and hurricanes in the United States. Also included is a section to assist the home inventory professional to be able to help their clients locate the area of their homeowner policy requiring them to provide an inventory in the event of a filed claim.

In addition to becoming more informed about basic property insurance concepts and understanding the claims process, this course provides tips to effectively market inventory services to the insurance industry.

 

Module 1: Insurance Coverages and Terms

  • Disclaimer
  • Choosing An Insurance Agent
  • Homeowner’s Insurance Policy Coverages
  • Special Policy Limits
  • Insurance Terms and Definitions

Module 2: Insurance Claims

  • Statistics
  • Scenarios
  • The Process
  • The Inventory Requirement

Module 3: How to Market to the Insurance Industry

  • When Is The Best Time?
  • Relevant Marketing Strategies