When a hail storm hits, the race to manage hundreds of leads, inspections, and insurance claims begins. Roof Claims CRM gives your company the systems to handle the volume without dropping a single deal.
After a major storm, roofing companies can receive hundreds of leads in days. Your tools need to keep up.
See all your leads plotted on an interactive map. Identify clusters, assign reps by neighborhood, and spot coverage gaps instantly.
Real-time spreadsheet view of every active deal — stage, claim number, deductible, ACV, and notes visible at a glance for the whole team.
Assign primary and secondary reps per lead. Split commissions automatically. Track individual rep performance with monthly reports.
Reps in the field can pull up any lead, add notes, capture photos, and update claim status from their phone — even with slow data.
Order EagleView aerial measurements and get precise roof data without a ladder. Results auto-populate your estimate.
Instant alerts when leads are assigned, claims are approved, or customers take action on documents. No one misses a hot lead.
Get set up before the next storm hits. Free trial — no credit card required.
Start Free Trial →