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August 19, 2024

How video documentation makes restoration claims easier and reduces disputes

Estimate or invoice? Top restorers use video to bridge the gap


Clear communication between restorers and adjusters is crucial, but evolving documentation standards make it challenging. Video documentation bridges these gaps by capturing real-time job site conditions, improving clarity and efficiency.

The quality of documentation often dictates the difference between a settled invoice and an ongoing estimate.

Real talk ‌here: poor documentation leads to disputes.

If a picture is worth a thousand words, a video is invaluable.


Why accurate records matter in restoration

Accurate documentation sets the foundation for any restoration job. It clears up any confusion and makes the restorer's job easier by clearly defining what the restorer will do and the condition of the job site.

Video takes this clarity to the next level, capturing details that photos and written notes might miss.

“Having a contractor provide video like this is a game changer. It allows the adjuster to be “on site” to confirm the cause of loss and extent of damage. With this crucial information early on in the process, the adjuster can confidently make a proper reserve recommendation and it allows the adjuster to set out the next steps of the adjustment process while communicating clearly to the policy holder.”

— ‌ALFRED DE SOUSA,
FCI, Vice President, Claims National Field Services,
Northbridge Financial Corporation

video documention scoping video using the Encircle app


The limitations of traditional paper and photo records

Traditional methods like written notes and still photographs can sometimes fall short in capturing the full extent of a job site’s condition. They might not show the full extent of the loss or not explain the whole situation. This could lead to possible arguments with adjusters about how much work they need to do and how much it'll cost.

“Wow, what an amazing level of detail in this report. The video is particularly helpful in setting the scene. It would be difficult to dispute.”

— ED CROSS,
B.A., J.D., The Restoration Lawyer

Video Scoping Report.


How video can solve common restoration documentation issues

Video documentation introduces an undisputable element to the documentation process.

By walking through the job site and recording real-time conditions, restorers can give a complete view that captures not only the visible damage but also operational insights like the cause of loss and areas needing further investigation.

See how Shamrock Restoration boosted their business with easy–to-use video reports.


The clear benefits of video scoping in restoration

Video documentation is a win-win-win for all involved:

  • Improved clarity: Offers a visual and auditory record that can be more detailed and easier to understand than traditional methods.
  • Improved stakeholder communication: Keeps insurance adjusters, clients, and the restoration team on the same page.
  • Efficiency in claims processing: Helps adjusters quickly understand the facts, reducing the time spent in claims negotiation.
Key steps for effective video documentation
  1. Plan your documentation: Outline what needs to be captured before starting. This ensures comprehensive coverage of the job site, focusing on key areas like damage and potential issues.
  2. Equip and train your team: Provide your team with the necessary tools and training on how to effectively capture video. Ensure they know how to keep the footage steady, well-lit, and clear.
  3. Maintain consistency: Always begin videos with an introduction that includes the videographer’s name, the date, and the address of the loss. This adds a professional touch and ensures all videos are uniformly presented.
  4. Highlight important details: Focus on areas of damage and any issues that might require further attention, ensuring nothing is overlooked in the documentation.
  5. Integrate videos into reports: Embed videos into reports using platforms like Encircle. This streamlines sharing, improves accessibility, and allows for a more comprehensive understanding of the job site.

Strengthen your restoration claims with video documentation

Using video documentation not only boosts your efficiency but also positions you as a proactive, detail-oriented restoration professional. This approach reduces the likelihood of pushback from adjusters, streamlines the restoration process, and ultimately leads to faster payments and happier clients.

Ready to see the difference video can make?
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