Limited Enrollment · EmptyBox Training
Empty BoxContractor Training Program
The only SOP training built specifically for Roofing & Water Mitigation companies — transforming every team member from day one.
$9,000
Quarterly Investment
4 Phases
12-Month Program
4
Role-Specific Tracks
40–60%
More Revenue
Month 1
Phase 1: Foundation & Systems
Insurance claims foundations — nurturing a claim from intake to settlement
Owners / Leadership
- ✓ What Is an Insurance Property Claim
- ✓ How Carriers, Adjusters & Contractors Work Together
- ✓ Reading a Carrier Estimate — Key Line Items
- ✓ What Drives Revenue Per Claim: RCV, ACV & Depreciation
- ✓ Setting Up Your Claims Tracking System & KPIs
- ✓ Your Role as the Owner in the Claims Lifecycle
Administrative Staff
- ✓ Intro to Xactimate — Interface & Navigation
- ✓ Intro to Symbility — How It Differs from Xactimate
- ✓ How to Open, Read & Organize a Carrier Estimate
- ✓ Claim File Setup — Document Naming & Intake Process
- ✓ Understanding Line Items: Categories & Pricing Basics
- ✓ Logging a New Claim: CRM Entry & Deadlines
Field / Production Teams
- ✓ How to Walk a Loss Site for Documentation
- ✓ What to Photograph — Carrier-Standard Photo Protocol
- ✓ Identifying Covered vs. Non-Covered Damage
- ✓ Writing Field Notes Estimators Can Build Scopes From
- ✓ Moisture Readings & Drying Log Basics
- ✓ How to Communicate Scope Findings to Admin
Sales Teams
- ✓ How Insurance Property Claims Work
- ✓ What Homeowners Don't Know (And How You Help)
- ✓ The Insurance-Informed Sales Conversation
- ✓ How to Document a Property Walk-Through
- ✓ What Makes a Claim Approvable vs. Denied
- ✓ Building Rapport with Adjusters
Month 2
Phase 2: Process & Quality Control
Deepen your claims knowledge — scopes, supplements & carrier communication
Owners / Leadership
- ✓ Reading & Critiquing a Carrier Estimate Line by Line
- ✓ How Supplement Cycles Work
- ✓ Tracking Claim Progress: Status & Deadlines
- ✓ Profit Margin Per Claim Type
- ✓ How to Set Internal Benchmarks
- ✓ Recognizing Underpaid Claims & Escalation Points
Administrative Staff
- ✓ Writing Line Items in Xactimate
- ✓ Xactimate Macros, Assemblies & Shortcuts
- ✓ Intro to Symbility Scope Entry & Submission
- ✓ Supplement Identification: What Was Missed
- ✓ How to Draft an Adjuster Rebuttal Letter
- ✓ Tracking Open Claims & Carrier Response Logs
Field / Production Teams
- ✓ Documenting Hidden & Secondary Damage
- ✓ IICRC S500 Drying Standards
- ✓ Moisture Mapping & Drying Log Documentation
- ✓ Roof Damage Documentation Protocol
- ✓ How to Write Field Notes for Scope Line Items
- ✓ On-Site Communication with Adjusters
Sales Teams
- ✓ Explaining the Supplement Process to Homeowners
- ✓ How to Talk About Carrier Estimates
- ✓ Reading an Estimate with a Homeowner
- ✓ Documenting Homeowner Observations
- ✓ How Field & Sales Work Together on Reinspection
- ✓ Handling Objections: Deductibles & Timelines
Month 3
Phase 3: Growth Acceleration & Scaling
Claims mastery — run full cycles independently, maximize approvals
Owners / Leadership
- ✓ Running the Full Claims Cycle Without a Consultant
- ✓ How to Audit Your Team's Claim Files
- ✓ Carrier Relationship Strategy & Escalation Paths
- ✓ Reviewing Closed Claims: What to Improve
- ✓ Building an Internal Claims SOP
- ✓ KPIs for a Self-Sufficient Claims Operation
Administrative Staff
- ✓ Advanced Xactimate: O&P, Depreciation & Code Upgrades
- ✓ Writing a Full Supplement Package
- ✓ Managing Multiple Open Claims Simultaneously
- ✓ Carrier Escalation Process: When to Push Back
- ✓ Creating Reusable Scope Templates
- ✓ Closing Out a Claim: Final Docs & File Archiving
Field / Production Teams
- ✓ Leading a Full Loss Documentation Walk
- ✓ Category 2 & 3 Water — Advanced Containment
- ✓ Writing Supplement-Ready Field Reports
- ✓ Coordinating with Admin: Handing Off Field Notes
- ✓ Reinspection Preparation
- ✓ Training New Field Techs on Documentation
Sales Teams
- ✓ Closing the Loop: Contract to Approved Settlement
- ✓ How to Stay Involved Through the Entire Claim Cycle
- ✓ Advanced Adjuster Relationships
- ✓ Selling Supplemented Scope Increases
- ✓ Documenting & Communicating Scope Changes
- ✓ Building a Referral System Around Claims Outcomes
Pricing & Consulting Terms
A 12-month, 4-phase consulting program covering Estimating, Document Creation, and Claims Management — starting with Phase 1 (3 months) and continuing through full team mastery.
Phase 1: Month 1 — Foundation & Systems$3,000
Phase 1: Month 2 — Process & Quality Control$3,000
Phase 1: Month 3 — Growth Acceleration & Scaling$3,000
Phases 2, 3 & 4 (Months 4–12) — Continued GrowthAvailable After Phase 1
Alumni Network Access (Year 2 — After All 4 Phases)Included
TOTAL — Phase 1 Upfront Payment$9,000
💳 Payment Structure: Phase 1 is structured as $3,000 per month × 3 months, however the full $9,000 is payable as a single upfront payment prior to the program start date. Phases 2–4 are available after Phase 1 completion.
⚠️ Separate Billing — Active Estimating & Claims Work
The $9,000 fee covers training and coaching only. Any active estimating or claims work performed by our team on your behalf during the engagement is billed separately at the standard hourly rate. Until your team reaches full capability, any active work our team continues to perform is billed at the rates below.
Hourly Rate$65 / hour
Billing CycleWeekly — Net 5
Invoice IssuedEvery Wednesday
Payment DueFollowing Monday
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