Insurance Claim Tracker
Every roofer runs this in a spreadsheet. We built it into the lead.
Adjuster details, claim numbers, ACV vs. RCV, supplements, and status — tracked per lead so nothing falls through the cracks between first inspection and final payment.
The problem
Insurance work dies in notebooks and half-updated sheets. You forget who the adjuster was, what the ACV was, whether the supplement went in, and why that job stalled for six weeks.
How we solve it
Claim Tracker lives on the lead itself. Every claim field, contact, and status change sits next to the homeowner, the address, and the job — so your pipeline is the same place you work the lead.
How it works
Open the lead
Every claimed job has a claim panel — no separate app, no hunting a file.
Capture the claim
Carrier, claim number, adjuster name/phone, inspection date.
Track money math
Log ACV, RCV, deductibles, and supplement amounts as they move.
Advance status
Move the claim through your stages so the whole team sees what's blocked.
What you get
- Per-lead claim record (not a separate spreadsheet)
- Adjuster contact + claim number fields
- ACV / RCV / supplement tracking
- Status pipeline for open → paid
- Visible to the team working that job
Walkthrough — first day with Insurance Claim Tracker
- Claim a roof or storm lead from Live Leads.
- Open Insurance Claim Tracker on that lead.
- Enter carrier, claim #, and adjuster details after first contact.
- Update ACV/RCV after the estimate lands.
- Log supplements and flip status when the check clears.
Who it's for
Storm roofers, restorers, and any trade living on insurance work who are done losing jobs to disorganized claim notes.
Ready to run this in your operation?
Exclusive leads + a real command center — not another shared mill.