1 — Overview
This manual outlines the complete, mapped, modular claim‑scouting procedure used by Freeney Claims.
Scouts must follow each step exactly. No promises, no coverage discussions, no repair advice.
Your job is to identify potential claim opportunities based on area, date, weather, and visible conditions.
2 — Required Claim Scouting Steps
- Identify the scouting area.
- Address
- City
- ZIP code
- Radius (miles)
- Document the date range.
- Storm date
- Inspection date
- Any relevant weather events
- Check for storm indicators:
- Wind damage
- Hail activity
- Tree damage
- Debris patterns
- Roof tarps
- Identify visible property conditions:
- Missing shingles
- Creased shingles
- Damaged siding
- Gutter damage
- Fence damage
- Document neighborhood indicators:
- Contractor activity
- Roofing trucks
- Construction dumpsters
- Multiple homes with tarps
- Identify potential claim types:
- Wind
- Hail
- Water intrusion
- Fallen tree
- Lightning
- Document unrelated or old damage. Describe exactly what you see.
- Maintain professional conduct. No promises, no coverage discussions, no repair advice.
3 — Photo Requirements
- Wide‑angle property photos
- Roof slope photos (if visible)
- Exterior damage photos
- Neighborhood indicators
- Storm‑related debris
4 — Notes & Measurements
All scouting notes must be accurate and documented. Include:
- Address and radius
- Date range
- Storm indicators
- Visible damage
- Neighborhood activity
- Potential claim type
5 — Opportunity Assessment
Every scouting report must follow the Ecosystem‑G structure:
- Area → Date → Indicators → Damage → Opportunity → Summary
- Clear justification for each opportunity
- No assumptions
- No vague descriptions
6 — Completion
Thank the homeowner if engaged. Inform them the office will review the scouting report and reach out within 48 hours.
Submit all photos, notes, and measurements before leaving the area.