One place to run it, the right way
- The claims pipeline mirrors exactly how insurance roofing claims move — Lead, Inspection, Filed, Adjuster Scheduled, through Final Collection
- Every stage has automated task checklists so reps know exactly what needs to happen before a job moves forward
- Carrier-specific photo checklists ensure every required shot is captured at the roof — no more 'insufficient documentation' denials
- Supplement tracking shows every filed supplement, its status, and the dollar amount at stake — nothing gets forgotten
- Insurance check tracking logs every check received, deposited, and applied — you always know where the money is
What changes for your crew
Zero Jobs Falling Through Cracks
Every claim has a stage, a status, and a next action. If something stalls, you know about it the same day — not 6 weeks later when the homeowner calls.
Higher Supplement Recovery
When supplements are tracked systematically instead of remembered randomly, you recover thousands more per job. That money was always yours — you were just leaving it on the table.
Faster Claim Cycle Times
Jobs move faster when every stage has clear requirements and automated reminders. Less waiting, less chasing, more revenue collected per month.
The features behind it
Claims Workflow
A pipeline built for how roofing insurance claims actually move.
Learn morePhoto & File Storage
Carrier-specific photo checklists. Never get denied for missing documentation.
Learn moreSupplement Engine
Auto-identify missing line items on insurance scopes.
Learn moreCheck Tracking
Track every insurance check from receipt to deposit.
Learn moreFrequently asked questions
Yes. The claims pipeline is carrier-agnostic and works with every insurance company. We also have carrier-specific photo checklists for the major carriers so your documentation meets their exact requirements.