Please Print to PDF Before Sending to Insurance Agents

[jshishilla (John Shishilla)]

@jnadeau

Side Question. Do you send the wind mit report directly to the insurance agents or do you provide them to the home owner?

I know it is a newbie question…

Wherever the client wants. I tell them that I(my office) will send them to any agent if they want.

[dmaricic (Dominic Maricic)]

@evandeven

What is Outlook? :mrgreen:

I use gmail which comes with 5gb of storage. All completed pdf versions of my inspections, automatically go to the cloud backup. If I need to look up a report, I can do it from my phone. I can also send a report in its original form, locked, if need be.

FYI, Gmail is 25gigs now. They combined their drive storage and gmail storage into one large pool.

[evandeven (Eric Van De Ven, CMI)]

@dmaricic

FYI, Gmail is 25gigs now. They combined their drive storage and gmail storage into one large pool.

Mine hasn’t.

[mmeeker (Michael Meeker, CMI)]

@jshishilla

Wherever the client wants. I tell them that I(my office) will send them to any agent if they want.

Me too except I do it.

[dmaricic (Dominic Maricic)]

@evandeven

Mine hasn’t.

They’re rolling it out in phases. It may take another week before it hits all accounts.

[evandeven (Eric Van De Ven, CMI)]

@dmaricic

They’re rolling it out in phases. It may take another week before it hits all accounts.

Great!