Roofing Automation System
INSURANCE LEAD
FOLLOW-UP
FOLLOW-UP
Every claim tracked · Every adjuster confirmed · No lead left cold
Lead Trigger
📋 Insurance Lead
01
HAS NOT CONTACTED IC
5 MSGS
⏱ 3 Days After
"Hi, this is [Rep] with Platinum Roofing. I'm checking in to see if you've filed your insurance claim yet. If you need help, just let me know."
⏱ 5 Days After
"Hi [Customer], just wanted to share — most homeowners are surprised to learn that storm damage claims usually don't raise your premium since it's classified as an act of God. If you're hesitant about filing, I'm happy to walk you through what to expect. — Platinum Roofing."
⏱ 3 Days After
"[Customer], a quick heads up — most insurance policies have a filing deadline after a storm, and waiting too long can put your claim at risk. Want me to send over the steps to get started? — Platinum Roofing."
⏱ 2 Days After
"Good afternoon, [Customer]! With the uptick in claims right now, I wanted to make sure you have filed your claim so we can keep your spot at the top of our list. Please confirm if you have started the claim — best, Platinum Roofing."
⏱ 5 Days After
"[Customer], I don't want to keep bothering you — if filing isn't the right move for you right now, just let me know and I'll close out your file. If you do still want help, I'm one text away. — [Rep], Platinum Roofing."
02
FILED CLAIM
5 MSGS
⏱ 2 Days After
"[Customer], congrats on filing! Quick tip — the insurance company will assign you a claim number and an adjuster within a few days. Forward both to us as soon as you have them so we can coordinate. — Platinum Roofing."
⏱ 5 Days After
"Good morning! We are so glad you decided to file your claim with us! Have they set a date for your adjuster yet?"
⏱ 3 Days After
"[Customer], this is [Rep] with Platinum Roofing, reaching out again to confirm the date for your adjuster appointment so we can be there to make sure they pay for the damage."
⏱ 2 Days After
"Keep in mind it's crucial to have someone fight for you when the adjuster comes out. We are on your side! — Platinum Roofing."
⏱ 3 Days After
"[Customer], still working on getting that adjuster date confirmed? Insurance companies sometimes drag their feet — happy to help nudge them along if you want. Just send me the claim number. — Platinum Roofing."
03
ADJUSTER DONE
5 MSGS
⏱ Same Day
"Hi [Customer], I hope everything went well at your adjuster appointment. Let me know when you receive the estimate so we can get colors picked!"
⏱ 1 Day After
"[Customer], just following up — did the adjuster mention anything about what they were approving or denying? Sometimes they leave items out and we can fight to get them added back. — Platinum Roofing."
⏱ 3 Days After
"Checking back with you on the estimate to keep you at the top of our list. Did you receive it yet?"
⏱ 2 Days After
"Hi [Customer], my goal is to keep the ball rolling for you to make sure your project is completed in a timely manner. Any luck with that estimate yet?"
⏱ 4 Days After
"[Customer], heads up — once you get the estimate, double check it for things like code upgrades, ridge vents, and detached structures. We can submit a supplement if anything's missing. Forward it to me as soon as it lands. — Platinum Roofing."
04
ESTIMATE RECEIVED
5 MSGS
⏱ Initial Outreach
"That is great! Your rep has a 10am on Monday available, and 1pm on Tuesday. Which would work better to pick out colors?"
↳ If those don't work
"If those do not work, I can resend a couple other slots."
↳ Follow-up question
"Is there a date and time that works for you?"
↳ Scheduling urgency
"[Customer], our install schedule is filling up fast with this weather window. The sooner we lock in colors, the sooner we can get you on the calendar before the next storm season. — Platinum Roofing."
↳ Final follow-up
"I've reached out a handful of times now — where do we go from here? We'd love to get you on the schedule."
Outcome
✅ Project Booked