The general steps taken before, during & after a comprehensive inventory are as follows:
We will then set up an appointment for your inventory and go over some pre-visit questions to better determine your needs. We may request to visit your home or business before the appointment to give you a more accurate price quote. We require the homeowner/business representative to be present during the inventory. Evening and weekends appointments are available for your convenience.
Upon arrival for your scheduled appointment, we will request a walk through of your home. We will ask that you point out items of interest, such as collectibles, items in storage areas, etc... This will provide an opportunity to get to know us and give you a comfort level with having us in your home. The walk-through will also provide us with a better feel for your home contents, the level of detail and estimated time required to complete your requests.
Review & Deposit
Following the walk-through, we'll review our service options, confidentiality agreement and payment terms. Our policy is to collect a 50% deposit prior to starting the inventory process. The balance will be due upon delivery of the inventory data report and/or completion of Will or legal documents.
We begin the inventory process by going room to room, photographing and recording the details of your belongings (model & serial numbers, descriptions, etc...). You may be involved as much or as little as you like, although, we do encourage client participation to ensure maximum accuracy. You can help provide the item values as we go or we can sit down following the inventory. We do require you to be present during the inventory process, more specifically during documentation of jewelry and any other small, high-priced items you may want us to document.
Once the interior inventory has been completed, we will photograph the exterior of your home. At this point, if you have any outbuildings, we will check the time to ensure that we can complete an inventory of you garage and/or shed.
If documenting outbuildings will cause us to exceed the agreed upon package and time, you can determine whether we should stop or continue at our hourly rate. We do our absolute best to finish your home/business, garage and outbuildings within the time allowed however forgotten items may be discovered during the inventory process, requiring additional time to document.
Following your on-site inventory we will take the recorded data back to our office, upload the photos, and update our secure business software. We will then create your comprehensive inventory package containing printed reports, flash drive and client Information Package. Any Private information that we have on paper will either be shredded or provided to you in your package.
Once your inventory package is ready, we will call you to set up an appointment and personally deliver it to your home (in most cases). We'll review the package, which typically takes approximately 15 minutes and collect the final payment. It typically takes 3-5 business days to prepare your final package.
Your Comprehensive Inventory Package should be kept off premise from your home where it can be secured and accessible in the event that it is needed quickly for an insurance claim. If you would like us to store a copy of your inventory data flash drive, it will be kept in a bank safe deposit box for additional security.
■ Computers, printers, appliances, televisions and other electronics should be ready to pull out in order to photograph and document model/serial numbers. Receipts showing model/serial numbers of these items are also sufficient for documentation.
■ Smaller kitchen appliances in cupboards, such as, mixers, blenders, choppers, skillets, etc..., should be removed prior to our arrival for us to ensure accurate documentation and photographs in a timely fashion.
■ Closets should be accessible with clothing and linens ready for pictures. In regard to clothing, we respect your privacy and will only inventory items you wish to include. We encourage you to include any expensive suits, dresses, coats, etc..., as insurance companies prefer to have full documentation.
■ If you opt to inventory everything in your garage, basement, attic, and storage rooms, they must be neat and fairly organized in order for us to photograph and accurately inventory items. Items in boxes will not be removed by us therefore, they will not be documented.
■ We will record all vehicles, trailers, riding & push mowers, etc... on the property. Any items you have off-site will not be included but we can arrange to add off-site items at a later date.
■ Special collections will be photographed in a single place setting. Each piece will then be counted individually and entered into the quantity fields of our software. Please have a single place setting out and ready.
■ Your homeowner insurance information, such as company name, contact info, policy number, etc.., can optionally be included in your reports. Please have those documents available for review.