Kickoff Resources

Welcome to the Scheer Landlord Protection resource page. Below are links to self guided kickoff or the one on one kickoff call followed by the available resources discussed. Once you have completed the kickoff, click this link for the easy implementation marketing process for your current and new owners.

1. If you have not completed the Kickoff process, click here to complete the OnBoarding form and Self-Onboard to the service. Alternatively, you can schedule a 45-minute OnBoarding Call here. This is required before you can request cover on behalf of your landlord clients.
2. Watch this 8 minute Kickoff Video prior to training meeting:
   
   
   
3. The following documents will be reviewed during our kickoff and also available as ongoing resources for you.
   
   Note: Asterisked (*) items are recommended to be implemented first.
   
   
   • Guidelines: What PMs can and can’t say when presenting SV
     
     SIGN UP MORE DOORS – Marketing to NEW OWNERS
   • BDM Script
   • Marketing Flyer (Visual Aid)*
   • 8-Part Benefits Series
     1. 1. Malicious Damage
        2. Tenant Skips
        3. Loss of Rent due to Evictions
        4. Sole Tenant Death
        5. Damage by Service Animals
        6. Damage due to Theft
        7. Eviction Fees
        8. Re-keying Protection
   • Other Materials for your website
     • Website Section Sample Design
     • Website Section Verbiage
     • YouTube Embed Code
     • SureVestor Website Badge (PDF | PNG)

      KEEP EXISTING DOORS LONGER – Marketing to EXISTING OWNERS

1. • Email Templates (Word | PDF)*
   • Opt out form
   • Addendums*
     • If the PM is Paying for or Co-paying for the insurance (Word | PDF)
     • If the PM Is not paying for the insurance (Word | PDF)

2.     Policy Resources

   • For Landlord: Key Facts / FAQs
   • For Property Managers: Policy Guide Manual
   • List of Allowable releasing expenses
   • Sample of Invoice and Certificate of Insurance
   • Software instructions for requesting cover
     
     
3. To request cover on behalf of your landlord client refer to the “Request Cover” tag on www.surevestor.com under For Property Managers