Claims Workflow
The Claims Workflow Playbook: Working the Insurance Restoration Process as a Roofing Contractor
A clear, repeatable process for documenting damage, meeting adjusters, and requesting supplements — so restoration jobs run predictably instead of getting stuck in claims limbo.
Important: Educational Content Only
This course teaches the roofing contractor's own business process for restoration jobs — documentation, meeting the adjuster, requesting supplements, and managing the homeowner relationship through the claims timeline. It is educational only. It is not insurance advice, not legal advice, and not a claims-handling service, and it does not sell, quote, or reference any insurance product.
Who This Course Is For
Restoration jobs keep stalling out, and there's no consistent process to blame
Owners who do storm-restoration work but have no consistent documentation or adjuster-meeting process, and lose money or time to preventable claim delays.
If a restoration job has ever sat in limbo for weeks with nobody quite sure whose turn it was to follow up, or you've lost a supplement you probably should have gotten because the documentation wasn't there to support it, this course is built for exactly that gap. It teaches your own company's side of the restoration process — documentation, meetings, and follow-up — not anything on the insurance side of the table.
This is probably you if:
- ✓Restoration jobs have no consistent documentation standard across your crew
- ✓You're never quite sure what to say (or not say) in an adjuster meeting
- ✓Supplements feel like a coin flip instead of a supported request
- ✓Homeowners get frustrated waiting on claims with no update from your team
Why This Matters
“Waiting on the insurance company” is usually a process problem, not a claims problem
A lot of restoration jobs that feel stuck aren't actually stuck on the insurance side — they're stuck because the contractor's own process has a gap. Documentation that doesn't hold up, an adjuster meeting nobody prepared for, a supplement request with no supporting detail, a homeowner who hasn't heard from anyone in two weeks. Those are all things a roofing company controls directly, regardless of what any insurance company does or doesn't do.
This course teaches that contractor-side process specifically: how to document damage so it holds up, how to walk into an adjuster meeting prepared and professional, how to request a supplement that's grounded in real evidence, and how to keep a homeowner informed honestly through a timeline that's genuinely uncertain. None of it is about influencing an insurance company's decision — it's about running your own side of the job well enough that delays get minimized wherever they can be.
It ties to the same Crew Leader → Operator → Owner framework as every other course here: a crew leader reacts to whatever the claims process throws at them. An operator builds a documentation and follow-up system. An owner uses that system to keep restoration revenue predictable instead of stuck in limbo. This course is also one of the nine pillars inside the Roofing Company Accelerator.
The Curriculum
Six modules. One repeatable restoration-job workflow.
Each module builds on the last — starting with the full restoration job lifecycle, ending with how to keep a job moving instead of stalling in claims limbo. All of it is the contractor's own business process — educational content, not insurance or legal advice.
The restoration job lifecycle: inspection to claim filed to adjuster meeting to scope to production to supplement to closeout
A restoration job has a lifecycle: inspection, claim filed, adjuster meeting, scope agreed, production, supplement if needed, closeout. This module maps that full lifecycle so you always know where a given job stands and what's supposed to happen next — instead of restoration work feeling like it happens to you.
Documentation that holds up: photos, measurements, and damage reports done right
Documentation is the backbone of a predictable restoration job. This module covers what photos, measurements, and damage reports actually need to include to hold up later, and how to build a documentation habit your whole crew follows the same way, every time.
Meeting the adjuster: what a contractor's role is (and isn't) on that call
The adjuster meeting is where a lot of roofing contractors either build credibility or lose it. This module is specific and direct about what a contractor's role is — and isn't — on that call, so you show up prepared without overstepping into territory that isn't yours.
Understanding a scope of work and where legitimate supplements come from
A scope of work is the foundation of the whole job. This module explains how to read a scope, and where legitimate supplement requests come from when the initial scope doesn't reflect the actual damage — grounded entirely in the contractor's own documentation and process.
Talking to homeowners honestly about timelines and claim uncertainty — without overpromising
Homeowners going through a restoration claim are anxious, and it's tempting to reassure them with promises you can't actually control. This module covers how to talk about timelines and claim uncertainty honestly, so trust doesn't collapse when the process takes longer than anyone hoped.
Keeping restoration jobs moving: avoiding the "waiting on the insurance company" stall
"Waiting on the insurance company" is the single most common excuse for a restoration job stalling out — and it's often avoidable. This module covers what a contractor can proactively do to keep a job moving instead of just waiting on someone else's timeline.
What You Walk Away With
A documentation and follow-up process you actually use on the next restoration job
Every module is built around something usable on the next job, not just information. That includes a documentation standard for photos, measurements, and damage reports, an adjuster-meeting preparation checklist, a framework for building a supported supplement request, and homeowner-communication language for staying honest about timelines without overpromising.
As with everything in this course, the focus stays on your company's own process — what you document, how you show up, and how you communicate — not on interpreting insurance policy language or predicting claim outcomes, which is outside the scope of this training.
Format & Delivery
Built to fit around a working roofing company, not a classroom
The Claims Workflow Playbook is delivered online, so you work through the six modules around your own schedule. Contact us for current details on format for this course.
There's no rigid weekly time commitment — the material is built to fit around a working owner's schedule between inspections, adjuster meetings, and production.
If you'd rather have direct coaching and accountability layered on top of this curriculum, this course is also one of the nine pillars inside the Accelerator, our full coaching program.
Investment
Contact us for current pricing
We don't publish a set price on this page because investment depends on the course or coaching track that actually fits your roofing company. Call or email and we'll walk you through current pricing for the Claims Workflow Playbook on its own, or as part of the Accelerator.
Call 844-967-5247Where This Fits
Pair this with the courses that go hand-in-hand with restoration work
Storm Sales & Canvassing
The Storm Sales Blueprint
Walk away with a canvassing and storm-sales system your team can run every season, instead of reinventing it after every storm.
Crew & Production
The Production Machine
A production scheduling and crew-management system so jobs run on time and to standard, whether or not you're on the roof.
Want the full picture? Read working with insurance adjusters as a roofing contractor on the blog, or see the whole framework on the Commercial Roofing Coach homepage.
Frequently Asked Questions
Questions about the Claims Workflow Playbook
Does the Claims Workflow Playbook teach me to sell insurance or handle claims for homeowners?
No. It teaches the roofing contractor's own documentation, adjuster-meeting, and supplement-request workflow for restoration jobs. It is business-process education only, not a claims-handling service.
Is this course legal or insurance advice?
No. The Claims Workflow Playbook is educational content about a contractor's own business process. It is not legal advice and not insurance advice, and it should not be treated as either.
Does Commercial Roofing Coach sell or recommend any insurance products?
No. Commercial Roofing Coach does not sell, quote, or link to any insurance product anywhere on this site. Josh's insurance-agency background informs the credibility and pattern-recognition behind the curriculum, not a product being cross-sold.
Ready to stop losing time to claims limbo?
Call 844-967-5247, email josh@contractorschoiceagency.com, or fill out a short form and we'll follow up within 1 business day.