INSURANCE CLAIM CRM

Stop Losing Claims to
Disorganized Spreadsheets

Roof Claims CRM is the only platform purpose-built for roofing companies that manage insurance storm damage claims. Track every claim from the first inspection call to the final supplement check.

📋 Claim Number Tracking đŸ’ĩ ACV / RCV / Deductible Fields 📄 Supplement Management 🔔 Adjuster Meeting Reminders

Every Field Your Adjusters and Reps Need

Insurance claim roofing has its own vocabulary. Your CRM should speak it natively.

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Claim Number & Insurer

Store claim numbers, insurance company, type of loss, and adjuster contact info directly on each lead record.

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ACV, RCV & Deductible

Track the three numbers that drive every roofing claim deal. See at a glance where each customer stands on their payout.

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Supplements & Change Orders

Log supplements as they come in. Track original scope vs. supplemented scope. Never lose track of additional approved work.

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Contingency Agreements

Send and track contingency agreement e-signatures. Know which homeowners have signed and which still need to.

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Loss Statement Parsing

Upload a loss statement PDF and let AI extract line items, totals, and scope automatically. Eliminate manual data entry.

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Payment Tracking

Track first checks, final checks, deductible collections, and supplement payments. Know exactly what's been received and what's outstanding.

The Insurance Claim Lifecycle — Tracked End to End

From the first storm knock to the final payment, every stage is tracked in one place.

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Storm Hit
Log new leads from storm-impacted neighborhoods. Capture address, contact info, and initial damage notes from the field.
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Inspection
Schedule the roof inspection, capture photos, and log findings. GPS-tagged photos attach automatically to the lead.
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Contingency
Send a digital contingency agreement for signature. Customer signs on their phone — no printing required.
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Claim Filed
Record the claim number, insurance company, and type of loss. Log the adjuster meeting date.
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Adjuster Meeting
Track adjuster names, meeting outcomes, and approved scope. Upload the loss statement PDF for AI parsing.
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First Check
Log the ACV payment received. Flag for supplement filing if scope was underpaid.
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Build Day
Assign project manager, schedule crew, track material orders and labor costs.
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Final Payment
Log the final check and any supplement approvals. Close the job with full financial reconciliation.

Ready to Close More Claims?

Join roofing contractors using Roof Claims CRM to manage their entire insurance claim pipeline.

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