Operational Resources
Roofing Claims Guides
Roof-specific field and office procedures: supplements, documentation, reinspection, code upgrades, and steep/high work.
6 operational guides
Playbooks
Roofing Claims operational guides
Field-ready procedures, checklists, and documentation standards for this discipline.
- Checklist
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 →
- Documentation Standard
Roofing Claim Documentation Standard
Minimum photo, measurement, and narrative standards for roofing claim files — from pre-tear-off through dry-in and final install — built for supplement approval.
10 minOpen guide →
- Workflow
Roof Reinspection Preparation
Workflow to prepare for carrier re-inspections: confirm scope on roof, stage evidence, assign roles, and convert the visit into supplement-ready documentation.
8 minOpen guide →
- Documentation Standard
Roof Code Upgrade Documentation
Document code-driven roofing upgrades with jurisdiction citations, permit records, and tear-off evidence — without blanket arguments that trigger denials.
11 minOpen guide →
- Field Procedure
Steep & High Roof Documentation
Field procedure for documenting steep-slope and high-access roofing work: pitch verification, safety staging evidence, and line items that carriers omit on desk-reviewed estimates.
7 minOpen guide →
- Field Procedure
Roof Measurement Documentation
Field procedure for ordering, verifying, and filing roof measurement reports — and reconciling them to carrier sketches for supplement-ready quantity arguments.
9 minOpen guide →
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Related education
Articles that explain why these procedures matter and how carriers evaluate them.
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