Get the owner’s permission
Ask the owner whether they would like a claim review before sharing their contact information or documents.
Connect your customers with a public adjuster who can review the damage, organize the supporting evidence and explain the next step — including insurance agents alongside contractors, roofers, mitigation teams, plumbers, and realtors.
Your technical findings, policy guidance, or repair expertise can make the claim record clearer. We help connect that information to the owner’s claim presentation and keep the agreed roles understandable.
When a client’s claim needs policyholder-side documentation and representation, introduce a licensed public adjuster who works for the insured — not the carrier.
Start a partner conversation → TRADE PARTNERSGive customers a clear path when the insurance estimate and the necessary roof work do not line up.
Explore how we work together → TRADE PARTNERSCoordinate the emergency-work record with the property owner’s claim and remaining repair scope.
Explore how we work together → TRADE PARTNERSWhen damage or an unresolved claim complicates a property conversation, connect your client with a claim professional.
Explore how we work together → TRADE PARTNERSThe source of a water loss and the resulting property damage need clear, separate documentation.
Explore how we work together → TRADE PARTNERSConnect your itemized scope with the owner’s documentation so differences can be discussed clearly.
Explore how we work together → INSURANCE AGENTSSupport clients through complex property claims without leaving the agency relationship. We handle public adjusting; you stay focused on coverage advice and renewals.
Partner page →Ask the owner whether they would like a claim review before sharing their contact information or documents.
Bring the findings and scope relevant to your trade or agency relationship. We discuss the claim, location and available next steps.
If the owner retains us, agree on communication and document needs while each professional manages their own services.
Tell us your trade or agency, company and service area. We can discuss a phone or Zoom introduction and how to coordinate an owner-authorized claim review.