APEX ESTIMATING INTAKE · ER-01

Request an Estimate.

Start a field or desk property-damage estimating assignment with the essential information Apex needs to review the loss and determine the next step.

Focused Initial Intake This request is designed to start the assignment. Apex may request additional measurements, photographs, records, or project-specific details after review.

PRIMARY ROUTING QUESTION · REQUIRED

Is this a Field Estimate or a Desk Estimate?

This distinction tells Apex whether the scope will be developed through an on-site inspection or from information supplied by the requester.

FIELD ESTIMATE · FE-01 Field Estimate Apex visits the property to inspect, measure, photograph, document, and develop the estimate scope. SELECT PATH DESK ESTIMATE · DE-02 Desk Estimate Apex prepares the estimate from photographs, measurements, sketches, reports, invoices, scopes, or other supplied documentation. SELECT PATH

REQUESTER IDENTIFICATION · REQUIRED CONTACT DATA

Who is submitting the request?

The requester may be an attorney, public adjuster, contractor, realtor, property professional, or the insured. This information is separate from the named insured shown on the estimate.

Requester Name *

Company or Organization

Email *

Phone

Your Role *

PROPERTY AND CLAIM INFORMATION · ESTIMATE COVER DATA

Identify the property and claim.

Enter the available information. Policy, claim, carrier, and deductible details may be left blank when they do not apply or are not yet known.

Named Insured / Client Name *

Insurance Carrier

Property Address *

Policy Number

Claim Number

Date of Loss

Deductible Amount

How Should the Deductible Be Handled?

LOSS OVERVIEW · INITIAL SCOPE DIRECTION

Tell us about the loss.

A concise description is enough to begin. Explain what happened, what areas or work are involved, and what you need Apex to prepare.

Loss and Estimate Request *

Anticipated Estimate Range, if Known This provides project context only. Apex develops the estimate from the documented scope, quantities, conditions, and applicable pricing.

PROJECT DOCUMENTATION · OPTIONAL SECURE TRANSFER

Send the available project files.

Supporting documents are helpful for desk estimates and may also help Apex prepare for a field assignment.

OFFICIAL APEX DROPBOX REQUEST

Upload Project Files

Upload photographs, videos, sketches, measurements, carrier estimates, contractor scopes, invoices, logs, reports, and other supporting records.

Open Apex Upload Portal The upload portal opens in a new tab so this request remains open.

Project File Status

Name Used for the Dropbox Upload

REQUEST TRANSMISSION · FINAL STEP

Send the estimate request to Apex.

Apex will review the request and contact you if additional information, documentation, scheduling, or scope clarification is needed.

By submitting, you authorize Apex to use the supplied information to evaluate and respond to this estimating assignment. Review the Privacy Notice.

OTHER APEX REQUESTS Need an assessment, proposal, or general information instead?

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