Insurance appraisals booked with the right papers
Appraisal calls come after an engagement, an inheritance or a letter from the insurer. The agent books the right length of visit with your appraiser and makes sure the customer walks in with the grading report and old appraisal.
A caller needs a piece appraised for insurance, an estate, a divorce or an updated value.
Finds out what and how many pieces, books the right length of visit, lists what to bring.
An appraisal on the calendar with the pieces listed, and a customer who arrives prepared.
How it works
- Learns why
A new ring for the insurer, an update on a ten-year-old appraisal, or an estate with a box of pieces. Each needs a different visit.
- Counts the pieces
One ring is a short visit. A grandmother's jewellery box is a long one. The agent books the length your appraiser sets for each.
- Tells them what to bring
Grading reports, the original receipt, the last appraisal, and the store's own notes, read from your instructions.
- Gives the fee you set
Per piece or per hour, exactly as the store has priced it, and whether a written report is included.
- Books the appraiser
Two open times on the appraiser's days in the store, and a confirmation by text or email.
- Briefs the appraiser
The list of pieces, what the appraisal is for, and any deadline the insurer gave, before the customer walks in.
Example call
- CustomerHi, my insurance company says I need an appraisal on my engagement ring. It's from you, actually.
- AI agentHappy to help with that. Is it just the ring, or are there any other pieces you'd like done at the same visit?
- CustomerMaybe my wedding band too.
- AI agentTwo pieces, then. Our appraiser Lucie charges 95 dollars per piece, with a written report for your insurer. She's in Wednesdays and Saturdays. Would Wednesday at 11 or Saturday at 10:30 work?
- CustomerSaturday.
- AI agentSaturday at 10:30 with Lucie. Please bring the grading report if you have it. Since we sold you the ring, she'll have our record pulled up too.
After the call: Lucie's Saturday 10:30 shows two pieces for insurance, with the original sale record attached from the customer file. The customer has a text listing what to bring.
What your team gets
- Appraisals booked for the right length by number of pieces
- Purpose and insurer deadline noted on each booking
- Customers reminded to bring grading reports and past appraisals
- The original sale record pulled when the piece came from your store
- A text confirmation with the list of what to bring
Questions
Will it guess what a piece is worth?
No. Values come only from your appraiser after seeing the piece. The agent books the visit and gives the fee.
Can it book an estate with many pieces?
Yes. It asks roughly how many pieces there are and books the longer visit your appraiser sets for estates.
What if they've lost the paperwork?
It says the appraiser can still do the work, and notes on the booking that there is no grading report.
Hear it on your phone
Request a demo call and the agent phones you, set up for jewellers like yours.