Operational Resources
Claim Guides for Field & Office Teams
Checklists, workflows, and documentation standards built for restoration and roofing teams — not articles, but field-ready operating procedures.
28 guides · 5 disciplines
Essential playbook
First 48 Hours After Carrier Estimate Checklist
Hour-by-hour intake checklist for the first 48 hours after receiving a carrier estimate — catalog the file, validate scope against field conditions, assign owners, and open supplement gaps before production absorbs unpaid work.
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Pinned operational guides every contractor team should have in their claim workflow.
- Workflow
Supplement Submission Workflow
End-to-end workflow for submitting an insurance supplement — package assembly, carrier routing, follow-up cadence, and denial response without damaging file credibility.
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- Documentation Standard
Claim Documentation Standards
Company-wide documentation standards for insurance claims — what to capture, when to capture it, how to label and store it, and how daily discipline improves supplement approval rates.
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By workflow
Browse by claim phase
Find the right guide based on where you are in the claim lifecycle.
Recommended
Popular playbooks
Guides teams return to when scaling supplement volume or tightening documentation.
- ChecklistRoofing Claims
Roofing Supplement Checklist
Pre-submission checklist for roofing supplements: reconcile measurements, verify accessory line items, confirm documentation, and package a carrier-ready estimate revision.
12 minOpen guide →
- ChecklistWater Damage
Water Mitigation Intake Checklist
Field-ready intake checklist for water mitigation losses: source control, category/class capture, moisture baseline, equipment layout, and claim file setup before drying begins.
12 minOpen guide →
- ChecklistFire Damage
Fire Claim Intake Checklist
Field-ready fire claim intake checklist: secure the site, capture origin and migration evidence, flag HVAC and contents scope, and open a supplement-ready file before production locks in carrier assumptions.
12 minOpen guide →
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Frequently Asked Questions
Answers to common questions about claims documentation and supplements.
At minimum: dated photos of damage and repairs, moisture readings where applicable, scope notes, and estimate detail aligned to field conditions. Strong files tell the story of what happened, what you found, and what was required to restore the property.
We compare carrier scope to field conditions and your estimate, flag defensible line items, and build organized supplement packages with photos and notes. After your review, submissions go to the carrier with clear change summaries. Follow-up continues through adjuster responses.
Group photos by room, elevation, or trade with clear labels and dates. Before-and-after sequences help adjusters follow the work. Random photo dumps slow review and invite scope reductions.
Onboarding starts with intake — we review your operation, claim volume, and current workflow. Your team gets platform access, documentation standards, and a clear handoff process for first claim submissions. Most contractors are submitting claims within the first week, depending on claim type and scope.
Strong supplements pair line-item detail with photos, measurements, code references, manufacturer specs, and moisture or testing data where relevant. Organized narratives help adjusters understand why each item belongs on the scope — not just that it was missed.
Yes. We review denial language, identify documentation gaps, organize resubmission packages, and advise on re-inspection when site conditions require it. Recovery varies by carrier and file — we focus on building the strongest record possible.
Put these playbooks to work
Start with a free claim review
Tell us about your operation. We'll assess your claim workflow, identify recovery opportunities, and outline how outsourced supplementing fits your team.