Streamlining the insurance claims process

By Jesse Sanchez.

New technology is helping roofing contractors connect field inspections, estimating and insurance workflows while reducing manual handoffs.

Insurance-related roofing work can involve lengthy claims processes, disconnected information and repeated manual data entry. On this episode of Roofing Road Trips®, Jamie Pillitteri of ServiceTitan discussed how technology can create a more streamlined process from the initial inspection through estimating and supplements. Describing the challenge contractors are facing, Jamie explained, “The average property claim is taking 45 to 90 days for roofing.”

One potential source of those delays is the handoff between sales representatives and office estimators. Sales representatives may collect photos, notes and damage information in the field, only for office staff to review that material and rebuild a scope of work. ServiceTitan is working to connect those steps through its mobile app, which can guide sales representatives through a structured inspection and capture information directly in the platform. Jamie noted, “There’s no disconnect or time lag in between what the rep has seen and what the Office Estimator is able to see.”

That information can then be translated into estimate line items. ServiceTitan has also launched a new integration with Xactimate that can send line items into the estimating platform and return pricing information to ServiceTitan. An artificial intelligence parser can take an adjuster’s PDF scope of work and convert it into Xactimate category and selector code line items, reducing the need for manual entry and allowing experienced team members to focus on more specialized responsibilities. As Jamie emphasized, “What they should be focused on is what their expertise is in, which is understanding the damage, understanding the codes in the places that they work so that they can make sure that what’s being covered by insurance is going to bring people up to code.”

The company is continuing to expand its insurance-focused capabilities, including developing claim and supplement tracking designed to help contractors monitor supplements and identify next steps. ServiceTitan is also integrating with SPOTIO to support canvassing and door-to-door sales workflows.

By connecting information from the roof to the office and throughout the claims process, these tools are intended to help roofing teams stay organized, reduce repetitive work and keep critical claim information accessible throughout the business.

Listen to the podcast or Watch the conversation to learn more about how ServiceTitan can streamline roofing insurance claims and create a more connected process from inspection through supplements!