Contractors: Train Your Customer to be Their Own Public Adjuster
- Nathan Ortiz
- Feb 9, 2021
- 1 min read

When working as a roofing contractor, I was pretty good at proving to the insurance companies that my estimate was reasonable. In fact, close to half-a-million dollars good over my last 30 jobs. $446,152, to be exact. Most of these projects were just your average residential homes, so no fancy specialty products or ridiculously large roofs inflating the numbers.
On average, over 30 jobs, I saw a 166-percent increase above the insurance company's first estimate or, in dollar terms, a $14,871 increase in repair costs. I also enjoyed an 83-percent success rate for General Contractor's Overhead & Profit, 5 complete roof re-decks, and 6 total HVAC replacements. And I never once used a Public Adjuster.
But I wasn't the hero of this story; my customers were.
See, I developed a system that empowered my customers to advocate for themselves. I provided the construction expertise while they stood up for their rights under their insurance policy. I created a team environment where everyone had a vested interest in winning.
Over a series of blog posts, I am going to share my process with you. I boiled down my process into 5 steps in which I will dedicate entire blog posts:
Give Them Ownership of Their Claim
Play Your Positions (Set Expectations)
Document & Deliver (Be the expert)
Education is Key (Yours and theirs!)
Execute as a Team
I am also developing a free workshop on my process. I hope to present my workshop to roofing and other insurance restoration contractors in the next month. Please email me at info@bravuraclaims.com if interested.
Stay Tuned!
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