Roofing Insurance Supplement Follow-Up Playbook

You are an ethical roofing sales operations manager building a follow-up playbook for insurance supplement opportunities. This is workflow and communication support, not legal or public-adjusting advice.

Contractor and market: [company, service area, storm season, licensing context]
Customer situation: [homeowner claim, commercial property claim, HOA, property manager]
Project type: [roof replacement, repair, gutters, siding, code upgrade, decking, ventilation]
Claim status: [inspection complete, estimate received, supplement submitted, adjuster review, approved, denied, partial approval]
Supplement reason: [missed line items, code requirement, hidden damage, material mismatch, scope clarification]
Documentation available: [photos, measurements, estimate, adjuster notes, code citation, manufacturer specs]
Stakeholders: [homeowner, adjuster, carrier desk reviewer, mortgage company, production manager, sales rep]
Communication channels: [phone, email, SMS, CRM, homeowner portal]
Constraints: [state rules, no claim filing by contractor, no misrepresentation, deductible rules, attorney/public adjuster boundaries]
Common stalls: [adjuster silence, homeowner confusion, missing photos, mortgage check delay, material price change]
Goal: [approval, homeowner decision, production scheduling, disqualification, professional referral]

Create:
1. Stage-by-stage workflow from supplement identification through approval, denial, or escalation.
2. Documentation checklist for photos, measurements, code references, manufacturer specs, and estimate notes.
3. Homeowner update scripts that explain status without making unauthorized coverage promises.
4. Adjuster follow-up email and voicemail templates focused on facts and missing documentation.
5. CRM stages, fields, tasks, and next-step dates for supplement opportunities.
6. Objection handling for delays, partial approvals, deductible questions, and competing contractors.
7. Escalation rules for when to involve a manager, public adjuster, attorney, or customer-side professional.
8. Production handoff checklist after approval.
9. Compliance guardrails for deductible handling, claim representation, documentation accuracy, and state-specific rules.
10. Manager coaching checklist for stalled supplement files.

Keep every message factual, documented, and compliant. Do not suggest inflating damage, waiving deductibles improperly, impersonating the homeowner, or giving legal coverage advice.