Supplement Process Map

Revise Xactimate to Include “UNCOMMON”

Review original insurance match your desired (but legitimate) line
estimate with your customer scope items
Inform them of what’s missing, why Avoid asking for the same things
Rewrite the estimate and include everyone else is always asking for
it’s important, and what you’ll be do- line items you want added in new
ing to get it included in their scope. (like ridge/starter, drip edge, IWS,
total. etc.) and you will avoid the ready-
made rebuttals adjusters are
taught and prepared to give.

Identify opportunities Draft a CAREFULLY WORDED email Include proper supporting

to substitute common line to introduce the supplement & documentation to validate
items for correct & more your request your supplement request
expensive line items This might include
For example: adjusters always write for The email approach uses some effective photos, codes,
6-8” fascia ($3/LF), when 95% of the sales “psychology,” and sounds like the Xactimate line item
time, it qualifies as “custom bent metal” adjuster asked YOU for the revisions to descriptions, OSHA
at TRIPLE the price ($10/LF) the scope, making it much easier to get literature, etc. (think:
approved. “supporting evidence”

Use
Find email address to the “The TEAMWORK Approach”
DIRECT claims handler & send to handle objections
your supplement directly Follow Up! Approach the
If you do not discussion not as
Do not send your supplement to hear back an argument, but
as a teamwork
the field adjuster. He is not the final
decision maker in most cases. We
want the desk adjuster.
within 24
hours, follow-
up to confirm
effort. “How can I
help you get this
APPROVED
the receipt of approved?” Boom. Follow this process
your email and consistently, and you are well
supplement on your way to increasing your
request. average claim size by at least
$1,000-2,500, and in many
instances, by up to 99%.
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