Accelerate your own roofing supplements with these 5 steps
Managing roofing supplements effectively can be a game changer for your business, helping you and your customers get the proper payments from insurance carriers. Here’s a quick guide to setting up a supplement system that works efficiently and delivers results.
Step No. 1
Conduct Thorough and Detailed Inspections
The foundation of a successful roofing supplement system starts with comprehensive roof inspections. Insurance carriers won’t take your word for it; they need well-documented evidence to justify additional repairs. Make sure to take high-quality photos, create detailed notes, and inspect for all common damage types, such as thermal cracking, hail impacts, or missing flashing. The more evidence you provide, the stronger your supplement request will be.
Tip: Invest in tools like pitch gauges, shingle gauges, and drones to ensure you leave no stone unturned during inspections.
Step No. 2
Use a Powerful CRM to Track Supplements
Staying organized is key to managing multiple supplement requests simultaneously. A robust Customer Relationship Management (CRM) tool, like Monday.com, can help you track roof supplement progress, automate follow-ups, and maintain clear communication with your team. Automations can also remind you to check in on claims or notify you when an adjuster has responded. With the right CRM, you’ll streamline your workflow and minimize delays.
Pro Tip: Set up custom fields to track specific details about each claim, like the insurance company, adjuster contact info, and key damage items.
Step No. 3
Create a Standardized Supplement Checklist
Efficiency and consistency are crucial when it comes to writing supplements. Develop a checklist that outlines all the common items you need to review, such as drip edges, ice and water barriers, and kick-out flashing. This checklist will ensure nothing is missed and provide a structured approach to your supplementing process. It will also make your team’s work more uniform, making training easier and reducing errors.
Bonus: Use your checklist to create templates for supplement requests, making the writing process faster and more efficient.
Step No. 4
Invest in Xactimate
Writing roofing supplements that are easy for adjusters to understand requires precise estimating software. Programs like Xactimate or Symbility are industry standards that allow you to create itemized estimates that align with insurance adjuster expectations. These tools help you provide detailed cost breakdowns and justify your requests with accurate pricing data.
Remember: Always match your supplement line items to the insurance estimate as closely as possible to avoid confusion and speed up approvals.
Step No. 5
Stay Up-to-Date with Building Codes and Industry Standards
Insurance carriers may not always be familiar with local building codes, so it’s your responsibility to stay informed. Make sure your roofing supplements reference relevant code requirements, such as the need for specific underlayment on low slopes or proper ventilation standards. This not only strengthens your case but also ensures that your work complies with regulations, protecting both your business and your clients.
Quick Tip: Bookmark local and state building code websites, and consider joining professional trade associations for ongoing education.
By implementing these five steps, you can create a streamlined, efficient supplement system that saves time, boosts profitability, and helps you get the most out of every insurance claim. Start building your system today and watch your roofing business reach new heights!
Ready to hand off your supplements? We are an outsourced supplemental estimating service for roofing companies. See how EOD’s roofing supplement services work, check our pricing (10% of the increase — no increase, no fee), or get in touch.
