1. 2019 National Conference
Estimate Review
Overview

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

18. Confidential & Proprietary. Nexxus Solutions Group, LLC.
Documents Section
All Documents Associated with Job...
Work Authorization
CIY
Daily Moisture Logs W9
Confidential & Proprietary. Nexxus Solutions Group, LLC.

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

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

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

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

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

24. CALC QTY REMOVE REPLACE TAX TOTAL
Estimate Line Item Entries (water)
CAT SEL ACT DESCRIPTION
CALC QTY REMOVE REPLACE TAX TOTAL
16. CAB LOW & R&R Cabinetry – lower (base) units
CABLOW_ LF
LL+CABLOW_1.
LL+CABLOW_0.
LL+CABLOW_3.LL
17. CAB CTPF & R&R Countertop – post formed plastic laminate
LF For #17 WTR CTFLD
18. CLN LOW Clean Cabinetry – lower – inside and out LF
20. WTR CABLWD Cabinet – lower(base) unit – Detach LF = = = =
For #16 should be WTR CABLW
Confidential & Proprietary. Nexxus Solutions Group, LLC.

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

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

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

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

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

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

31. Confidential & Proprietary. Nexxus Solutions Group, LLC.
16.92% Waste
18.67 % Waste
Confidential & Proprietary. Nexxus Solutions Group, LLC.

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

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

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

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

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

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

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

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

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

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

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

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

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

45. Estimate Overview Recap – Cont.
Estimate Payment Inquiries - Customer Service Rep
Mold vs. Mit - Separate Assignment if More Than 10 SF
$0.00 Estimates – No Upload to System
Confidential & Proprietary. Nexxus Solutions Group, LLC.

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

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