Chapter 5

Insurance claim

Record the carrier, claim number, adjuster meeting and the numbers from the scope of loss.

Sales repOfficePro and Storm plans

When the homeowner files an insurance claim, keep its details on the lead: carrier, claim number, adjuster, the adjuster meeting, the numbers from the scope of loss, and the paperwork. Then everyone on the job is working from the same information.

ShingleSync is for documentation and scheduling. The claim belongs to the homeowner and their insurer. Record figures as the carrier reports them, and don't offer to waive or cover the deductible.

The carrier, adjuster and figures below are made up.

Record the claim

Record the claim · 28 s, no soundSales repOffice

Empty Claim tab with the Add claim details button — 1Open the lead's Claim tab and click Add claim details.

Claim form with the carrier, claim number, date of loss, cause and adjuster filled in — 2Enter the carrier, claim and policy numbers, the date and cause of loss, and the adjuster's details as the homeowner gives them to you.

Claim amounts: deductible, RCV, ACV and depreciation, and the mortgage company — 3When the scope of loss arrives, add the deductible, RCV, ACV and depreciation exactly as the carrier reports them.

Keep the Status current as the claim moves: Filed, Adjuster scheduled, Inspected, Approved, Partially approved, Denied, Supplement pending, Closed.

Insurance checks often need the mortgage company's endorsement. Recording the mortgage company here makes that easier to follow up.

Schedule the adjuster meeting

Schedule the adjuster meeting · 13 s, no soundSales repOffice

Schedule appointment dialog with the type Adjuster meeting, a date and a start time — 2It's an ordinary appointment of the type Adjuster meeting, on your calendar like any other.

Claim showing the Adjuster scheduled status and the meeting time — The claim's status moves to Adjuster scheduled by itself.

Keep the paperwork

Claim documents card listing the scope of loss PDF — Upload the scope of loss, approval or denial letters and supplements, so everyone on the job can find them.

Supplements and depreciation

Once the claim is saved, two more cards appear:

Supplements: additional scope you submitted to the carrier and what they approved. An approved amount drafts a change order on the job, so billing follows the usual path.
Depreciation & mortgage check: what's recoverable after the work is done, and where the mortgage company endorsement stands.

The claim also shows on the job's Claim tab, and every claim is listed under Claims in the sidebar.